Bloomberg, FactSet, ACE,CMIE Prowess IQ
Hi, I’m
Pratik Jaju
Assistant Manager - Product & Research | CFA Level II Cleared
Mumbai
Summary
In the dynamic and fast-changing world the most important thing to succeed is the ability to, "Learn, Unlearn and Relearn".A collaborative leader partnering with co-workers to promote engaged, empowering work culture build around analytics. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
3
years of professional experience
4
Certifications
6
years of post-secondary education
Work History
Motilal Oswal Asset Management Company
Assistant Manager - Product & Research
12.2023 - Current
Job overview
- Analysis - Responsible for conducting in-depth research and analysis of passive funds, including index funds and exchange-traded funds (ETFs).
- Research - New product ideation, providing research insights for existing 30 + passive products and other investment strategies, content creation, and industry analytics.
- Product -Involved in periodic maintenance and ongoing improvement of marketing materials like product presentations, one-pagers, factsheets, and creating crisp communication for sales and marketing engagements.
- Stakeholder Management –To co-ordinate and communicate effectively with compliance, marketing, operations, and fund management teams to ensure timely delivery of quality projects.
- Client Engagement – As product specialist, we perform regular product trainings for sales team, respond to client data requests with value-added insights, and also participate in client calls along with sales team which has significantly helped to increase business for company.
- Leadership -Conducted regular meetings with team to discuss issues, concerns and updates.
Multi-Act Trade & Investments
Data Analyst - Research
06.2021 - 11.2023
Job overview
- Gathering and analyzing financial and operational data of companies to perform quantitative and qualitative analysis. This involves assessing range of data points such as company profiles, financial statements, historical stock prices, industry projections, peer company profiles, and various other financial reports and publications.
- Assess quality of data and perform data smoothing, aggregation, normalization, distribution on company's proprietary data and third-party financial data.
- Created various Excel models to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Produced monthly reports using advanced Excel spreadsheet functions.
- Collaborate and train team of Research & Data analysts to process data, ensuring alignment with their requirements and optimising data utilisation.
- Construct quantitative models for tracking global variables and contributing to comprehensive understanding of market dynamics.
- Document all developed strategies, models, and work in comprehensive manner to provide structured and accessible reference for team.
Education
NMIMSMumbai,India
Master of Science from Finance
06.2019 - 05.2021
University Overview
- Graduation with Distinction : 3.9/4 [GPA/CGPA]
- Dissertation: An empirical study about relationship of Working Capital Management and ESG Risk Analytics on Profitability
- Thesis Paper: Share price reaction to stock split - A study on companies listed in S&P 500
- Internship (I) : Analyst ,Stellios Asset Management (AIF-CAT III Hedge Fund), Mumbai,India
- Internship (II) : Investment Management Virtual Internship,Future Impact, Australia
- Member of Fintech Department, Finvert (NMIMS Finance Club) , 2019 to 2021
University of PunePune,India
Bachelor of Engineering
06.2013 - 07.2017
University Overview
- Graduation with Distinction, Final Grade: 78%
- Recipient of AVISHKAR Award : In the final year of graduation, we participated in the research project competition with the topic-Transparent Mechanism To Detect The Malnutrition Level of a Child.
Skills
Data Analysis & Visualisation
Software
Timeline
Assistant Manager - Product & Research
Motilal Oswal Asset Management Company
12.2023 - Current
Data Analyst - Research
Multi-Act Trade & Investments
06.2021 - 11.2023
NMIMS
Master of Science from Finance
06.2019 - 05.2021
University of Pune
Bachelor of Engineering
06.2013 - 07.2017
Research Papers
- Impact of working capital management on Profitability: Evidence from various sectors (International Journal of Research in Finance and Management)
- Share price reaction to stock split: A study on companies listed in S&P 500 (International Journal of Management and Economics)
Projects
Valuation of Private Firm (Eyewear Industry) Financial Statement Analysis (IT & Cement Sector) Innovative Insurance Product (Placement Insurance)
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