SHUBHAM CHAUHAN
Portfolio Manager
Greater Noida
Summary
Experienced Portfolio Manager with expertise as a Technical Research Analyst possessing in-depth knowledge of financial technicals and fundamentals across diverse market segments, accredited by the National Institute of Securities Market (NiSM) in Equity, Currency Derivatives, and Securities Operations and Risk Management series. Demonstrated success in critical thinking, strategic problem-solving, and fostering cross-departmental collaborations for efficient project and operations management.
Overview
3
3
years of professional experience
5
5
Certifications
2
2
Languages
Work History
Portfolio Manager
TechDev IT Solutions Pvt Ltd
04.2024 - Current
- Manage and optimize investment portfolios across equity and derivatives.
- Develop and implement strategies based on technical and fundamental analysis.
- Monitor market trends, risks, and performance metrics regularly.
- Rebalance portfolios to align with client objectives and risk profiles.
- Prepare reports and communicate insights to clients or senior management.
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
Technical Research Analyst
Phoneme Quant Pvt ltd
08.2023 - 04.2024
- Analyze charts, patterns, and technical indicators for equity and derivatives.
- Generate daily/weekly research reports with trading ideas.
- Back-test strategies and validate technical setups.
- Use tools like TradingView, MetaStock, or similar platforms.
- Support portfolio and trading decisions with real-time insights.
- Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
Senior Finance Executive
Share India Securities ltd
12.2021 - 08.2023
- Led market making operations in equity and derivatives segments.
- Designed and monitored algorithmic trading strategies for optimal execution.
- Mentored junior finance staff in best practices, contributing to their professional development and overall team success.
- Improved financial reporting accuracy by streamlining processes and implementing automated systems.
- Ensured liquidity provision and tight bid-ask spreads across instruments.
- Collaborated with tech teams to refine trading infrastructure and risk controls.
- Analyzed trading performance and adjusted strategies based on market behavior.
Education
MBA - FINANCE, MARKETING
GALGOTIAS COLLEGE OF ENGINEERING AND TECHNOLOGY
Greater Noida, India10-2020
B.COM HONOURS - Commerce
AMITY COLLEGE OF COMMERCE AND FINANCE
Noida, India 04.2001 -
Skills
Equity Research Analysis
Derivatives Analysis
Financial & Technical Analysis
Quantitative & Qualitative Research
Portfolio Construction & Management
Market Making (Currency & Equity Derivatives)
Swing Trading (Price Action)
Estate Planning
FP&A (Financial Planning & Analysis)
Financial Reporting Model Development
Strategic Thinking
Risk Management
Advanced Lean Six Sigma (Yellow Belt Certified)
Process Optimization
Multi-Asset Portfolio Churning
Corporate Communication & Leadership
Cross-Department Collaboration
Certification
Equity Derivatives - NiSM series VIII, 07/2022, 06/2025, This certificate provides the knowledge of understanding contracts of futures, forwards, options and swaps for people dealing in Equity Derivatives.
Timeline
Portfolio Manager
TechDev IT Solutions Pvt Ltd
04.2024 - Current
Technical Research Analyst
Phoneme Quant Pvt ltd
08.2023 - 04.2024
Senior Finance Executive
Share India Securities ltd
12.2021 - 08.2023
B.COM HONOURS - Commerce
AMITY COLLEGE OF COMMERCE AND FINANCE
04.2001 -
MBA - FINANCE, MARKETING
GALGOTIAS COLLEGE OF ENGINEERING AND TECHNOLOGY