Nikhil Bhensdadia
Morbi
Summary
Experienced in financial analysis and market research, aspiring Equity Research Associate with a solid foundation. Completed CFA Level 1, possess extensive knowledge of the Indian capital market. Proven expertise in conducting research projects and analyzing financial data, providing actionable investment insights. Eager to utilize analytical skills and financial acumen in a dynamic equity research environment.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Job Simulation on Forage
Fidelity Investments
05.2024 - 05.2024
- Conducted simulation to optimize Fidelity International investment portfolio, focusing on both stocks and fixed income assets.
- Applied analytical skills to optimize managed investment portfolio and provide actionable suggestions for improvement.
- Evaluated publicly listed stocks and fixed income opportunities through SWOT and relative valuation analysis and effectively communicated findings.
- Utilized quantitative technique like Sharpe Ratio and Excels Solver function for optimal asset allocation
- Translated key market observations into actionable ideas for Sales & Marketing strategies.
Stock Auditor
Manoj Vipin & Co
06.2022 - 07.2022
- During this internship, gained hand-on experience in taxation, stock audit, advanced excel while working closely with team of professionals in fast-paced environment., Gained basic level of understanding about implementation and fundamentals of GST in different sectors and types of GST.
- Planned and executed follow-up audits at appropriate intervals.
Internship Student
Kotak Securities
12.2021 - 01.2022
- Acquired insight into the equity market from a mentor possessing significant experience in the field. Furthermore, Obtained understanding regarding trading terminals and back-office operations through exposure to Kotak Securities.
- Managed approximately 30 Cold calls and emails per day from customers.
Education
CFA - Level 1 Cleared
CFA Institute
US05.2024
BBA - Finance & Accounting
GSFC University
Vadodara, India07.2023
XII -
Sarvopari School
Morbi2020
X -
Crystal Public Schools
Rajkot2018
Skills
- Microsoft Excel
- Financial Statement Analysis
- Multitasking
- Canva
- ProwessIQ
- Communication
- Financial Modelling
- Forecasting
- GAAP proficiency
- Report Generation
- GAAP proficiency
- Report Generation
Certification
NISM Series - VIII
This certification encompasses key areas like Basic of Indian Equity Derivative Market, Trading Strategies, Clearing, Settlement and Risk management, Operational Mechanism and Regulatory Environment.
NISM Series V-A
Acquired comprehensive knowledge of mutual funds, including their role, structure, and types of schemes. Familiar with market distribution, evaluation of schemes, and recommending suitable options to investors. Understand the legal, accounting, valuation, and taxation aspects of mutual funds. Experienced in financial planning to help mutual fund distributors build long-term client relationships.
Coursera - Strategic Management
This certification explain mintzberg strategy, help to recognize and avoid old tactics about strategy, also point out how doing strategy has changed because of advancing technology and globalization.
Timeline
Job Simulation on Forage
Fidelity Investments
05.2024 - 05.2024
Stock Auditor
Manoj Vipin & Co
06.2022 - 07.2022
Internship Student
Kotak Securities
12.2021 - 01.2022
CFA - Level 1 Cleared
CFA Institute
BBA - Finance & Accounting
GSFC University
XII -
Sarvopari School
X -
Crystal Public Schools
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