Shiva Singal, CFA
Mumbai
Summary
Equity Research Analyst | CFA Charterholder | 7+ Years in Trading & Market Analysis
Finance professional with 7 years of experience in trading, market strategy, and structured products. CFA Charterholder with expertise in macroeconomic research, financial modeling, and investment analysis. Passionate about equity research and valuation, seeking to leverage my background in trading to provide data-driven stock recommendations.
Overview
8
8
years of professional experience
Work History
Exotics Trading (Manager)
Morgan Stanley
Mumbai
07.2021 - Current
- Trading Assistant for Structured Products, single name, and exotics desk, working closely with traders in the Asia region.
- Analyzed structured products and single-name derivatives for global markets.
- Worked on understanding term sheets and structured product pricing models.
- Collaborated with traders to assess relative value opportunities in structured products.
- Involves booking new trades into the system, booking events during the life of the trade, and booking expiries of trades.
- Enhancing the workflow of the business by improving various applications used with the help of various teams.
- Expanded the responsibilities from handling one desk in Asia to three desks now.
Quant Trader
Edelweiss Financial Services
Mumbai
06.2019 - 01.2020
- Quant trader with the primary responsibility to execute the trades generated by algorithms, ensuring the least slippage and execution cost for a book of size $10 million USD.
- Built automated dashboards for trade analytics, providing insights into portfolio performance and market trends.
- Working with the mid office to ensure seamless operations with brokers and related issues. Ensuring smooth day-to-day operations involving quick thinking.
Fixed Income Discretionary Trader
Edelweiss Financial Services
Mumbai
06.2017 - 06.2019
- Managed a portfolio of different products across different asset classes, viz STIR (eurodollar, euribor, short sterling, fed funds), government bonds (US treasuries, EGB, UK gilts), and stock indices.
- Taking long-term trades by analyzing global, geopolitical, and fundamental themes of the market and by forecasting upcoming macroeconomic numbers based on leading soft data sets.
- Prepared previews for central bank meetings and macroeconomic reports.
- Used technical analysis and macroeconomic data to forecast market movements.
- Selected in the top 4 traders to be retained by the team from a group of 26 traders.
Education
CFA Charterholder
CFA Institute09-2024
Bachelor of Engineering - Civil Engineering
PEC University of Technology
Chandigarh05.2017
Skills
- Python
- Excel
- VBA
- Bloomberg
- Macroeconomic Research and Thematic Investing
- Equity Research and Stock Analysis
- Technical analysis
- Trading platforms
- Problem solving
- Quantitative skills
Accomplishments
- Received admission offer for Core MBA program at MDI Gurgaon
- Scored 99+ percentile in CAT 2020
EXTRACURRICULAR ACTIVITIES
Elected as part of Executive Body of NGO Junior Einstein aiming at providing right education to less privileged students. My team was responsible for helping 10 students in getting into top diploma colleges.
Timeline
Exotics Trading (Manager)
Morgan Stanley
07.2021 - Current
Quant Trader
Edelweiss Financial Services
06.2019 - 01.2020
Fixed Income Discretionary Trader
Edelweiss Financial Services
06.2017 - 06.2019
CFA Charterholder
Bachelor of Engineering - Civil Engineering
PEC University of Technology
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