Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic

Shikha Garg

Technical Research - Equity Derivative
Mumbai

Summary

Results-driven Research Analyst/Risk Manager/Trader bringing proven skills in administering Equity/Derivative risk management programs. Effective in training team members to proactively identify and highlight potential risks. Dedicated to long-term risk management by building strong internal protocols and instilling culture of responsibility and attentiveness.

Overview

9
9
years of professional experience
2
2
Certifications
1
1
Language

Work History

Technical Research - Equity Derivative

Aditya Birla Money
11.2023 - Current
  • Analyzing market trends and recommending calls to all broking channels (retail clients, institutions, franchises, dealers, managers).
  • Collaborated with sales teams to drive increased revenue through targeted equity research campaigns.
  • Reduced time spent on routine tasks through the implementation of automated data processing tools.
  • Enhanced financial model accuracy by streamlining data collection and analysis processes.
  • Anticipated potential shifts in market sentiment through ongoing monitoring of economic indicators and geopolitical events.

PMS Trader-Risk Manager

Bonanza Portfolio Pvt. Ltd
06.2021 - Current
  • Trade Risk Evaluation and management
  • Execution of PMS Clients trades on Odin Software
  • Analyze control and report weightage of portfolio
  • Rationalizing trades and quality of stocks.

Technical Analyst/Stock Trader

Bharat Securities
03.2019 - 04.2021

Technical and Fundamental Research on Stocks, making research reports and interact with clients to solve related Issues. Analyzing market trends and making Strategies on trading of stocks and generating calls, execution of trades on Odin Software.

  • Designed and maintained consistent data collection protocols and standards across numerous databases and projects.
  • Authored technical requirement documentation to suit business goals and technological limits.
  • Authored technical requirement documentation to suit business goals and technological limits
  • Prepared technical responses to requests for quotes, assigning costs, timeframes and alternative solutions

Research Analyst/Trader

Ebullient Securities
08.2016 - 03.2019
  • Analyzed statistical data using both modern and traditional methods.
  • Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
  • Performed valid and accurate market research.
  • Helped team meet regulatory requirements by coordinating documentation and filings.

Education

M.com - Financial Accounting

IGNOU
New Delhi, India

B.com - Financial Accounting

Delhi University
Delhi, India

High School Diploma -

CBSE Board

NISM Series 15 Research Analyst Certificate -

NISM
Mumbai, India
04.2001 -

NISM Series 8 Equity Derivative Trader -

NISM
Mumbai, India
04.2001 -

Skills

Managerial finance

Accomplishments

  • Supervised team of 6 staff members.
  • Resolved product issue through consumer testing.
  • Collaborated with team in the development of PMS Trades.
  • Documented and resolve Technical Research Models which led to constant returns.
  • Documented and resolved risk and reward issue.

Certification

Equity Derivative Trader NISM Series 8

Interests

Trading, Research on Stocks, Making and Deriving Strategies

Timeline

Technical Research - Equity Derivative

Aditya Birla Money
11.2023 - Current

PMS Trader-Risk Manager

Bonanza Portfolio Pvt. Ltd
06.2021 - Current

Technical Analyst/Stock Trader

Bharat Securities
03.2019 - 04.2021

Research Analyst/Trader

Ebullient Securities
08.2016 - 03.2019

NISM Series 15 Research Analyst Certificate -

NISM
04.2001 -

NISM Series 8 Equity Derivative Trader -

NISM
04.2001 -

High School Diploma -

CBSE Board

M.com - Financial Accounting

IGNOU

B.com - Financial Accounting

Delhi University
Shikha GargTechnical Research - Equity Derivative