PARIKSHIT KABRA
Summary
Reliable and punctual contributor and able to handle fast-paced work. Willingness to take on any task to support the organization. Can work well individually and with a team. Motivated and eager to learn. Major in Finance with a minor in Psychology. Finance enthusiast seeking a career in Portfolio/Wealth Management, complemented by experience as a proprietary equity and derivatives trader.
Overview
4
4
years of professional experience
Work History
Portfolio Analyst Internship
Client Associate
12.2023 - Current
- Reviewed and analyzed portfolio performance data to identify trends, discrepancies, and opportunities for improvement.
- Conducted research on current market conditions, economic trends, and investment products to inform investment decisions.
- Prepared detailed reports outlining portfolio activity and performance metrics.
- Collaborated with colleagues to ensure accuracy of financial data and compliance with regulatory requirements.
- Assisted in the development of new products or services based on customer needs analysis.
- Evaluated asset allocation models for consistency with overall objectives and risk tolerance levels.
- Provided guidance on appropriate selection of stocks, bonds, mutual funds and other securities for inclusion in portfolios.
- Implemented trading strategies based on technical analysis and fundamental research findings.
- Assisted senior team members with developing long-term strategic goals for portfolios.
- Supported operations team in performing financial due diligence and maintaining portfolios.
Proprietary Trader
Self
03.2021 - Current
- For day/swing trades
- Handled the risk and made alterations on the investment portfolio of the People
- Made equity research reports on small cap multi-bagger investments with a limited risk and high rewards
- Back-tested a technical strategy on excels for an algo trading setup
- Worked as an assistant derivatives trader for hedging day/swing trades and also for making positions in the markets
- Designed and maintained consistent data collection protocols and standards across numerous databases and projects
- Analyzed information to determine viability and rebalance portfolio
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
Assistant Portfolio Manager
Right Shopping Private Limited
05.2020 - 02.2021
- Developed rebalancing strategies to minimize risk exposures
- Communicated market developments, portfolio changes and annual performance information to clients
- Recommended investment strategies to meet client financial objectives
- Developed and presented proposals for new investments
- Supported financial director with special projects and additional job duties
- Developed strategic plans for day-to-day financial operations.
Education
Flame University
07.2023
The Heritage School
05.2020
Skills
- Leadership
- Self-Motivated
- Teamwork
- Communication
- MS Word
- MS Excel
- Technical Writing
- Technical Analysis
- Financial Modeling
- Equity Research
- English
- Spanish
- French
- Investment Strategies
- Asset Allocation
- Portfolio Strategy
- Hedging Strategies
Languages
Hindi
First Language
English
Proficient (C2)
C2
French
Intermediate (B1)
B1
Spanish
Elementary (A2)
A2
Timeline
Portfolio Analyst Internship
Client Associate
12.2023 - Current
Proprietary Trader
Self
03.2021 - Current
Assistant Portfolio Manager
Right Shopping Private Limited
05.2020 - 02.2021
Flame University
The Heritage School
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