Manav Mehta
Mumbai
Summary
Highly motivated third-year finance student with strong knowledge of financial markets seeking entry-level position in investment banking or wealth management. CFA Level 1 clearance and expertise in capital markets, derivatives, and investment analysis. Eager to contribute to a dynamic team in the financial services industry.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Finance Intern
J.M.Financial
Mumbai
04.2024 - 06.2024
- Optimized portfolios by analyzing asset allocations, risk factors, and performance metrics to meet investment criteria.
- Researched Vodafone Idea’s FPO, identifying market trends and pricing factors.
- Gained insights into yield curves, interest rates, and equity valuations to guide investment decisions.
- Developed risk mitigation strategies like diversification, asset hedging, and stop-loss mechanisms for managing equity and debt market risks.
Intern
Almus Risk Consulting
09.2021 - 12.2021
- Assisted in organizing virtual and in-person events, managing logistics for seamless execution.
- Developed strategies to boost client engagement, achieving 50%+ conversion rate for event attendance.
- Provided high-level client support during events, ensuring needs were met and offering on-the-spot solutions.
Education
Bachelor of Commerce in Financial Markets (BFM) -
H.R. College of Commerce And Economics
05-2025
N.M. College of Commerce And Economics
01.2022
Ryan International School (ICSE)
Skills
- MS Excel
- MS PowerPoint
- Financial Analysis
- Technical Analysis
- Client Relations
- Strong analytical and problem-solving skills
Certification
- CFA (Chartered Financial Analyst) Level 1, CFA Institute
11/2023
- NISM Equity Derivatives- VIII, NISM
09/2022
- Varsity Certified, Zerodha
02/2024
- NISM Mutual Funds- VA, NISM
07/2024
Extracurricular Activities
- Organized events like Mock Stock and led the team to victory in inter-college events such as Fin Street as part of the BFM Committee at H.R. College.
- Secured sponsors and judges while organizing dance, music, and drama events as Secretary of the Cultural Society at Jr N.M. College.
- Engaged with the public to reduce noise pollution and provided solutions to avoid unnecessary honking as part of the "Shh No Honking" initiative.
- Participated in beach clean-ups and led anti-drug campaigns to raise awareness as a volunteer with H.R.N.S.S.
Timeline
Finance Intern
J.M.Financial
04.2024 - 06.2024
Intern
Almus Risk Consulting
09.2021 - 12.2021
Bachelor of Commerce in Financial Markets (BFM) -
H.R. College of Commerce And Economics
N.M. College of Commerce And Economics
Ryan International School (ICSE)
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