Mitali Dhoke
Navi Mumbai, Maharashtra
Summary
Analytical and detail-oriented Financial Research Analyst with over 3 years of experience in investment research, financial data analysis, and market forecasting. Proficient in mutual fund analysis and equity market research. Adept at generating actionable insights to guide investment decisions and delivering comprehensive reports. Possesses excellent quantitative skills, a deep understanding of financial instruments, and a proven ability to simplify complex financial concepts.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Research Analyst
- Quantum Information Services Pvt. Ltd.
Mumbai
11.2020 - Current
- Conduct market research and analyse data to identify trends, opportunities, and potential risks.
- Develop detailed reports on market conditions and make recommendations for product development.
- Prepare comprehensive presentations to summarize findings from research projects.
- Conduct research on a variety of industries, including financials, energy, healthcare and technology.
- Draft written reports summarizing research findings for internal review prior to client presentation or publication.
- Maintained up-to-date knowledge of regulations affecting securities markets.
- Content creation for social media related to mutual funds, sector analysis, financial market updates, etc., for various platforms such as Facebook, Twitter, Instagram, and YouTube.
Senior Executive
- JM Financial Services Pvt. Ltd.
Mumbai
02.2019 - 11.2020
- Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
- Monitored the performance of existing portfolios and recommended changes when necessary.
- Developed customized investment plans for clients based on their goals and resources.
- Conducted research on the markets and available products in order to make informed decisions regarding investments.
- Created reports outlining current market conditions, asset allocation trends and portfolio performance reviews for clients.
- Forecasted trends by organizing data and creating Excel-based financial models.
Institutional Sales - Intern
Franklin Templeton India
Mumbai
04.2018 - 08.2018
Market Research Intern
FinacPlus
Mumbai
02.2018 - 03.2018
Education
MBA - Finance
ITM Business School
Mumbai, India06-2019
M.Com
University of Mumbai
Mumbai, India06-2016
B.Com
Lala Lajpat Rai College of Commerce & Economics
Mumbai, India04-2016
High School Diploma -
I.E.S Modern English School
Mumbai, India03-2011
Skills
- Project Management
- Data collection and analysis
- Microsoft Excel
- Research Planning
- Quantitative Research
- Technical report writing
- Statistical Analysis
- Comparative analysis
- Analytical research
Certification
- NISM - XV Research Analyst
- ITT - ICAI
Timeline
Research Analyst
- Quantum Information Services Pvt. Ltd.
11.2020 - Current
Senior Executive
- JM Financial Services Pvt. Ltd.
02.2019 - 11.2020
Institutional Sales - Intern
Franklin Templeton India
04.2018 - 08.2018
Market Research Intern
FinacPlus
02.2018 - 03.2018
MBA - Finance
ITM Business School
M.Com
University of Mumbai
B.Com
Lala Lajpat Rai College of Commerce & Economics
High School Diploma -
I.E.S Modern English School
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