SHLOK GUPTA
New Delhi
Summary
Known for my strong work ethic and a relentless drive for excellence, I am always eager to take on new challenges and responsibilities. I am a natural leader who can inspire and motivate team members to perform at their best, fostering a collaborative and productive work environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Portfolio Analyst
360 One Wealth
New Delhi
10.2024 - Current
- Analyze and evaluate portfolio performance across various asset classes.
- Assist in creating and maintaining Management Information Systems (MIS) to track portfolio metrics and performance.
- Create proposals for portfolio strategies and investment recommendations tailored to client needs.
Equity Research Intern
Millenium Money Finance
Mumbai
09.2024 - 10.2024
- Develop valuation models, including Discounted Cash Flow (DCF) analysis.
- Create detailed and insightful equity research reports.
- Conduct DuPont Analysis to evaluate a company's return on equity (ROE), and identify performance drivers.
YLP Program
360 One Wealth
Mumbai
06.2024 - 07.2024
- Engaged in extensive networking with industry leaders, gaining valuable insights into market dynamics and industry operations.
- I learned about various industries' functioning, trends, and strategic approaches from seasoned professionals.
Research Analyst
ABB India Ltd.
Faridabad
06.2022 - 09.2022
- Analyzed past performance data of product segments and developed forecasts to support strategic decisions.
- Built Discounted Cash Flow (DCF) models for valuation based on forecasts.
- Performed peer comparison research to identify performance gaps and improvement opportunities.
- Studied and reported on the impact of significant events on ABB’s operations and strategy.
Education
CFA Level 1 -
CFA Institute
08-2024
Bcom(Hon.) -
Manav Rachna International Institute of Research and Studies
01.2023
Senior School Certification -
Billabong High International School
01.2020
Skills
- MS word, excel, and outlook
- Quantitative Analysis
- Power BI
- Financial Analysis
- Portfolio management
- Risk Management
Certification
- Investment Banking , J.P. Morgan
- Advance Excel , Coursera
- Financial Modeling, Zell Education
- Business Analytics, Coursera
Languages
- English
- Hindi
Timeline
Portfolio Analyst
360 One Wealth
10.2024 - Current
Equity Research Intern
Millenium Money Finance
09.2024 - 10.2024
YLP Program
360 One Wealth
06.2024 - 07.2024
Research Analyst
ABB India Ltd.
06.2022 - 09.2022
CFA Level 1 -
CFA Institute
Bcom(Hon.) -
Manav Rachna International Institute of Research and Studies
Senior School Certification -
Billabong High International School
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