Shivani Banginwar
Research Analyst
Pune
Summary
A result-driven and enthusiastic person with an eye for detail and the capability to adapt to challenging environments.
Overview
3
3
years of professional experience
6
6
Certifications
Work History
Senior Executive - Advisory
Motilal Oswal Financial Services Limited
04.2024 - Current
- Analyzed company financial statements, industry trends, and economic data to evaluate investment potential.
- Executed equity trades using technical and fundamental analysis
- Generated alpha by identifying undervalued securities and implementing risk management strategies
- Developed and maintained relationships with high-net-worth clients to grow trading volumes
- Executed buy and sell orders, ensuring accurate and timely execution
- Analyzed market data and monitored trading positions to identify opportunities and mitigate risks
- Mentored and trained junior advisors and analysts within the team.
- Collaborated with other departments, such as research, trading, and compliance, to provide comprehensive investment solutions.
- Prepared detailed reports and presentations for clients, outlining portfolio performance, market conditions, and investment strategies.
Conducted regular reviews and meetings to discuss portfolio performance and future investment plans.
Research Analyst
Derinomics Financial Consulting Private limited
08.2021 - 12.2023
- Capability to identify Indian/International trends and major events
- Worked in partnership with senior analysts and teams to perform equity research and analysis of publicly traded companies
- Knowledge of Indian/US/European capital markets
- Analysed financial statements and reports, and identified and evaluated potential investment opportunities
- Developed and maintained strong client relationships through client meetings, conference calls, and presentations.
Education
Post Graduate Diploma in Business Management (Finance) -
Bachelor of Commerce - undefined
Indira Gandhi National Open University
Skills
Effective Communication
Leadership Quality
Good organizational skills
Analyzing trends
Forecasting
Financial modelling and valuation
Fundamental Analysis
Technical Analysis
Certification
Post Graduate Diploma in Business Management (Finance) | 01/2021 - 12/2022
Personal Information
Hobbies: Yoga, Working with NGO's (VP Management opportunities at JCI Nagpur Central), Reading, Public speaking
Languages
English
Hindi
Marathi
Timeline
Senior Executive - Advisory
Motilal Oswal Financial Services Limited
04.2024 - Current
Research Analyst
Derinomics Financial Consulting Private limited
08.2021 - 12.2023
Post Graduate Diploma in Business Management (Finance) -
Bachelor of Commerce - undefined
Indira Gandhi National Open University
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