Siddhartha Jain

Highly motivated finance enthusiast with a passion for analyzing markets and developing investment strategies. Eager to leverage analytical skills and a thirst for knowledge to contribute to a dynamic financial team.

• CFA Program Level 1 by CFA Institute (June 2024 - Present)
• Financial Modelling by CFA Institute (June 2024 - Present)
• International Introduction to Securities and Investment by The CISI (December, 2023 - Present)
• NISM-Series-XV: Research Analyst Certification Examination by NISM (June 2024 - June 2027)
• Financial Modelling by Christ University (April 2023 - Present)
• Fundamentals of Programming by Christ University (January 2024 - Present)
• PowerBi by Christ University (Ongoing)

Investment Advisor Intern, Akshay Mercantiles Pvt. Ltd. (NBFC), May 2024 - June 2024

Kolkata, India

Tasks/ Achievements -

• Conducted research on potential investments by utilizing internal company data sources and external third-party providers.
• Evaluated performance of portfolios and researched new industries.
• Performed financial modelling exercises on companies using MS Excel and data from different sources.

Volunteer, Rotary Club of Malda Central (NGO), June 2023 - June 2023

Malda, WB

Tasks/Achievements -

• Served as support to fellow volunteers across multiple Community and Vocational Programs.
• Organized a seminar focused on nature conservation and social activities.
• Assisted with various administrative tasks within the organization.

• Debate Competition (Ranked in the Top 3 positions in the Blossoms inter-department rounds)
• Quiz Competitions (Participated in multiple quiz competitions conducted at the university)

• Market Analysis: Passionate about analyzing stock market trends, equity investments, and financial concepts.
• Reading Books: Enthusiastic about exploring diverse genres, from fiction to non-fiction, and discovering captivating narratives and knowledge.