Microsoft Office suite
SAJESH KUMAR
Researcher
MANGALORE
Summary
Over 6 years of experience in financial markets, including roles at an AI-driven research firm and an asset management company, with a strong focus on equity research and portfolio management.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Senior Researcher
Auquan
2 2023 - Current
Conducting in-depth research on portfolio companies of various global financial services firms and providing actionable insights. Specializing in equity research including quarterly earnings analysis and other macro events impacting portfolio companies.
Associate - Execution Services
Samvitti Capital Pvt Ltd
01.2020 - 01.2022
Executing trades in various funds as per the instructions provided by fund managers. Have also involved in the research team with specializing in technical research and quarterly earnings analysis of listed companies.
Relationship Officer
HDB Financial Services Ltd
09.2019 - 11.2019
Providing payment solution service to all kinds of Business, Generating leads to assigned branch.
Education
MBA - International Business
Mangalore University
Mangalore 08.2018 - 08.2020
Bachelor of Commerce -
University College Mangalore
Mangalore 06.2015 - 06.2018
Skills
Python Programming
Certification
NISM Series XV- Research Analyst Certification from National Institute of Securities Markets
Software
Pycharm
Tradingview
NEST Trader
Falcon7
Pandas
Hobbies
Intermediate Guitar Player
Avid Reader
Additional Information
- Managing personal equity portfolio which has generated around 30% CAGR for 4 years with drawdown of less than 15% .
- Built custom stock screeners using Python programming language and open source library's like Pandas and Numpy.
https://gist.github.com/Sajeshshetty/1bcc72106200a224c792f3ce4ab881e9
https://gist.github.com/Sajeshshetty/85113ea2dec2082c70671e1358832115#file-nse_
- Have done a project work on "Derivatives Trading" while doing post graduation studies,Which has been presented in international e-conference "Revamp Educom 2021".
https://docs.google.com/document/d/1XCBvpwljldcK6OodiIe_ih0lghVhw_lP/edit?usp=sharing&ouid=116997277866859788300&rtpof=true&sd=true
Timeline
NISM Series VIII - Equity Derivatives Certification from National Institute of Securities Markets
02-2023
NISM Series VII - Securities Operations and Risk Management from National Institute of Securities Market
02-2023
NISM Series XV- Research Analyst Certification from National Institute of Securities Markets
12-2020
Associate - Execution Services
Samvitti Capital Pvt Ltd
01.2020 - 01.2022
Relationship Officer
HDB Financial Services Ltd
09.2019 - 11.2019
MBA - International Business
Mangalore University
08.2018 - 08.2020
Bachelor of Commerce -
University College Mangalore
06.2015 - 06.2018
Senior Researcher
Auquan
2 2023 - Current
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