Swapnil Joshi
Mumbai
Summary
Highly motivated finance enthusiast with a relentless curiosity to learn and adapt. Eager to apply my passion for finance and dedication to continuous self-improvement in a challenging financial role.
Overview
3
3
years of professional experience
Work History
Forex Analyst
Finrex Treasury Advisors LLP
Mumbai
05.2024 - Current
- Analyze Forex market updates and assess their impacts on currency trends.
- Present and pitch our products and services to clients, emphasizing their benefits and suitability for their needs.
- Conduct thorough market research to stay informed about the industry.
Treasury Intern
Hindustan Petroleum Corporation Limted
Mumbai
04.2023 - 06.2023
- Monitored exchange rates and analyzed the impact of recent global events on the economy.
- Analyzed charts and patterns of technical analysis on USD/INR.
- Conducted in-depth macroeconomic research and developed a comprehensive project analyzing key economic indicators.
BPOS - Logistics (Internship)
Tata Consultancy Services
Mumbai
09.2021 - 12.2021
- Diligently handled import paperwork on behalf of our clients, meticulously adhering to the specific criteria and instructions provided by each client.
- Demonstrated exceptional efficiency by efficiently processing over 50 shipments daily, significantly contributing to our team's ability to meet and surpass our daily targets.
- Employed a rigorous and thorough approach to the assessment of every import document, scrutinizing each one before making the critical decision to either approve for passage or detain the shipment, ensuring utmost accuracy and compliance.
Education
M.com -
University of Mumbai (IDOL)
Mumbai07-2024
MBA - Finance
N.L.Dalmia Institute of Management Studies
Mumbai04-2024
B.com - Accounting
M.L.Dahanukar College of Commerce
Mumbai10-2020
HSC -
M.L.Dahanukar College of Commerce
Mumbai04-2017
SSC -
Children's Academy
Mumbai04-2015
Skills
MS Office( Word, Excel, Powerpoint)
Technical Analysis
Fundamental Analysis
Communication
Projects
- Research Report on “Credit Analysis of Mahindra & Mahindra Ltd”.
- Research Report on “8.85% The Great Eastern Shipping Company Limited 2028 Bond”.
- Research Report on “DCF and Relative Valuation of TCS”.
- Research Report on “Investment Analysis and Management of Risk Neutral Client”.
Certifications
- Securities Markets Foundation Certificate – NISM Series XII.
- Equity Derivatives (Beginner’s Module) – NCFM
Timeline
Forex Analyst
Finrex Treasury Advisors LLP
05.2024 - Current
Treasury Intern
Hindustan Petroleum Corporation Limted
04.2023 - 06.2023
BPOS - Logistics (Internship)
Tata Consultancy Services
09.2021 - 12.2021
M.com -
University of Mumbai (IDOL)
MBA - Finance
N.L.Dalmia Institute of Management Studies
B.com - Accounting
M.L.Dahanukar College of Commerce
HSC -
M.L.Dahanukar College of Commerce
SSC -
Children's Academy
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