Mihir Mathure
Thane
Summary
A finance professional with over a year's experience in treasury back office and risk reporting. A CFA level 3 candidate, cleared both the parts of FRM exam currently working in the Market research team under the wealth management vertical. Open to explore various opportunities in the field of finance.
Overview
4
4
years of professional experience
4
4
Certifications
Work History
Manager- Market Research
IDFC First bank- Wealth Management
Mumbai
05.2023 - Current
- Timely delivery of weekly and daily market updates.
- Monthly Investment strategy note - Note included a monthly overview of markets and formulating investment strategy around products for the upcoming month.
- Working on product selection and asset allocation models.
- Interaction with various stakeholders (especially Relationship Managers)on a daily basis to ensure smooth functioning of the business.
- Tracking asset allocation and returns of Focus Pms/Aif products on a monthly basis.
- Product due diligence- Interacting with Fund managers before on-boarding a new MF/PMS/AIF in co-ordination with the product team.
Assistant Manager
Karur Vysya Bank - Treasury Department
Mumbai
11.2020 - 02.2022
- MIS reporting - Daily reporting of funds position, investment position and monitoring of investments
- Reconciliation - Reconciliation of SLR and NSLR portfolio of securities as per regulatory requirements
- Transactions and settlements - Back-office adjustments for Front office trades weekly
- Prepared Investment Committee notes by comparing the monthly market value of portfolios, identifying the factors behind underperformance or overperformance, and providing future views on interest rates that affect portfolio performance.
- Prepared Board notes by assessing the financial health of issuers through various metrics and measuring their profitability to determine the feasibility of investing in securities.
- Conducted daily valuations of the portfolio by measuring the market-to-market (MTM) value on a daily basis and analyzing the resulting factors causing movements.
- Risk Reporting - Calculating measures such as VaR, LCR, PV01 and maturity profile on a daily basis
Education
PGDM - Securities Markets
National Institute of Securities Markets
Patalganga 01.2018 - 01.2020
Bachelors in Engineering (BE) - Mechanical Engineering
AP Shah Institute of Technology (Mumbai University)
Thane, India 01.2015 - 01.2018
Diploma - Mechanical engineering
Agnel Polytechnic
Vashi 01.2012 - 01.2015
Skills
Treasury software- Credence and CBS (Core banking solution)
MS Office - Excel , Powerpoint and Word
MIS Reporting
Accomplishments
- A study of economic slowdown in India in 2019 and its impact on FMCG and Auto Sector (2020)
- Breaking down various components affecting the GDP
- Analyzing the impact on FMCG and Auto sector
- Analyzing the impact on market leaders of both the sectors
NISM (2019-20) ( Final year Project)
Certification
Passed FRM Part 2
Timeline
Manager- Market Research
IDFC First bank- Wealth Management
05.2023 - Current
Passed CFA Level 2
10-2022
Assistant Manager
Karur Vysya Bank - Treasury Department
11.2020 - 02.2022
PGDM - Securities Markets
National Institute of Securities Markets
01.2018 - 01.2020
Bachelors in Engineering (BE) - Mechanical Engineering
AP Shah Institute of Technology (Mumbai University)
01.2015 - 01.2018
Diploma - Mechanical engineering
Agnel Polytechnic
01.2012 - 01.2015