Summary
Overview
Work History
Education
Skills
Certification
Professional Courses
Activities
Timeline
Generic

Shubham Singh

Mumbai

Summary

Demonstrated analytical professional well-versed in reviewing company reports and filings to develop an understanding of the company. Adept at forming strong working relationships with key business executives and meeting with clients to provide updates and recommendations based on individual client objectives.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Research Associate I

S&P Global Market Intelligence
05.2022 - Current
  • Lead a team in evaluating the constant fluctuation of stock market and providing critical investment information to the research advisory team.
  • Worked in across sectors (REITs, Banking and Industrial, etc) in Valuations projects, .
  • Presenting material updates and its tangible effect in the forecasting and valuation of a company.
  • Researching on change in Industrial, Legal and Governmental factors and projecting its effect on the company.

Financial Advisor Trainee (Internship)

Motilal Oswal Financial Services Ltd.
06.2021 - 08.2021
  • Lead a team in assisting customers with needs such as opening accounts and signing up for new services.
  • Achieved business target and provided critical customer information to the research advisory team.
  • Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.

Education

MBA - Finance

Thakur Institute of Management Studies & Research
Mumbai, India
05.2022

Master of Commerce - Business Management

University of Mumbai
Mumbai, India
10.2020

Bachelor of Commerce - Accounting and Finance

Thakur College of Science & Commerce
Mumbai, India
05.2018

Skills

  • Equity research and analysis
  • Valuation proficiency
  • Financial modeling
  • Portfolio management
  • Data interpretation

Certification

NISM Series XV: Research Analyst, 02/01/22

Professional Courses

CFA Level 1, CFA INSTITUTE, USA, 06/01/18

Activities

  • First Prize in Business Plan & Quiz Competition, 01/01/22,
  • Participated in Consultomania Competition, 11/01/21, UBS, Panjab
  • CIMA National Business Games, 09/01/21, CIMA

Timeline

Research Associate I

S&P Global Market Intelligence
05.2022 - Current

Financial Advisor Trainee (Internship)

Motilal Oswal Financial Services Ltd.
06.2021 - 08.2021

MBA - Finance

Thakur Institute of Management Studies & Research

Master of Commerce - Business Management

University of Mumbai

Bachelor of Commerce - Accounting and Finance

Thakur College of Science & Commerce

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Shubham Singh