Mohit Gupta
Mumbai
Summary
Fixed Income Trader with proprietary trading experience across G-Secs, SDLs, OIS, and money markets. Over 2+ years of active responsibility for managing and optimizing a ₹3+ lakh crore bank portfolio, executing advanced yield-curve strategies, including steepeners, flatteners, and butterflies, alongside duration management, carry and roll positioning, market analysis, and MTM optimization. Demonstrated expertise in yield-curve construction, DV01/PV01, and risk analytics, consistently enhancing risk-adjusted P&L while operating within regulatory and balance-sheet constraints such as LCR, IRRBB, and capital budgets. Highly proficient in market platforms including Bloomberg (SWPM) and Cogencis.
Overview
8
8
years of professional experience
4
4
Certifications
Work History
Dealer
Punjab National Bank
Mumbai
09.2023 - Current
- Executed proprietary trades in government bond and OIS derivative markets
- Managed the banking portfolio to optimize returns and meet the goals of the bank.
- Conducted market making activities adhering to investment policy limits.
- Analysis of the market, tracking global markets, and macroeconomic data.
Risk Analyst
Punjab National Bank
Ahmedabad
08.2020 - 08.2023
- Conducted comprehensive financial analyses and assessments of business and management to evaluate credit risk ratings for medium to large borrowers.
- Leveraged internal rating models to assess probability of default, loss given default, and expected loss.
- Produced Risk Information Reports (RIR) based on assessment before the committee to support informed credit decisions.
Assistant Manager
Punjab National Bank
Ahmedabad
08.2017 - 07.2020
- Positioned branch as key banking partner for defense units and university sector in Gandhinagar.
- Achieved greater than 25% CAGR in retail and commercial advances.
- Expanded deposit base by onboarding significant institutional and administrative accounts from region.
Education
CFA Charter Holder - Portfolio Management
CFA Society
USA10-2025
Financial Risk Manager - Risk Management
GARP
USA07-2022
Master of Arts - Ecnonomics
IGNOU
New Delhi 04-2020
Bachelor of Science - Electronics Hons.
Delhi University
Delhi06-2015
Skills
- Trading
- Fundamental research
- Technical analysis
- Portfolio management
- Market research
- Data analysis (intermediate in Excel, statistics)
- Risk assessment
- Financial statement analysis
- Strategic planning and execution
- Python (basic to intermediate)
Certification
Chartered Financial Analyst
Timeline
Dealer
Punjab National Bank
09.2023 - Current
Risk Analyst
Punjab National Bank
08.2020 - 08.2023
Assistant Manager
Punjab National Bank
08.2017 - 07.2020
CFA Charter Holder - Portfolio Management
CFA Society
Financial Risk Manager - Risk Management
GARP
Master of Arts - Ecnonomics
IGNOU
Bachelor of Science - Electronics Hons.
Delhi University