NAMAN GUPTA
Gwalior
Summary
CFA Level 2 cleared professional with expertise in financial analysis and portfolio management.
Experience in client relationship management, delivering tailored investment strategies and enhancing retention.
Proven track record in optimizing operations, reducing costs, and improving supply chain efficiency.
Skilled in financial modeling, market analysis, and technical analysis to drive measurable results.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Finance and Operations Manager
Gurukripa garments
Gwalior
02.2021 - Current
- Oversaw financial operations for a garments business, optimizing cash flow and cutting expenses by 12% through careful budgeting and tracking.
- Improved supply chain efficiency, increasing inventory turnover by 10% with better demand forecasting, and streamlined processes.
- Negotiated favorable supplier contracts, lowering costs by 5% to 7%, while ensuring consistent quality and timely deliveries.
- Tracked and analyzed inventory trends, increasing stock accuracy by 20%, and minimizing product wastage.
Equity Dealer
Ebullient Securities Pvt. Ltd.
01.2020 - 02.2021
- Spearheaded trade execution in derivatives, monitoring and reacting to market shifts
- Leveraged in-depth market trend analysis to strategically time trades with a 95% accuracy rate
- Achieved a 20% increase in profitable trades through precise and well-timed market executions
- Supported audit readiness and reduced reporting discrepancies
Education
CFA Level 2 -
CFA Institute
11.2023
CFA Level 1 -
CFA Institute
11.2022
B.Com(H) -
Amity University
Madhya Pradesh01.2020
Class 12th -
A.M.I. Shishu Mandir
01.2017
Class 10th -
Kiddy's corner school
01.2015
Skills
- Financial statement analysis
- Financial modeling
- MS Excel
- Business analysis
- Macro trends analysis
- Technical analysis
Certification
- NISM - Series XV: Research Analyst
- CFA Investment Foundations
- Private Equity and Venture Capital, Università Bocconi
Personal Information
Date of Birth: 02/01/99
Activities
- Represented college cricket team in Inter College Cricket tournament (2019)
- Captained cricket team in Interhouse school tournament (2016)
Timeline
Finance and Operations Manager
Gurukripa garments
02.2021 - Current
Equity Dealer
Ebullient Securities Pvt. Ltd.
01.2020 - 02.2021
CFA Level 2 -
CFA Institute
CFA Level 1 -
CFA Institute
B.Com(H) -
Amity University
Class 12th -
A.M.I. Shishu Mandir
Class 10th -
Kiddy's corner school
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