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Associate Principal Engineer

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 Sales & Trading | Wealth Management | Due Diligence & Compliance | Prompt Engineering  Versatile investment analyst with 5 years experience in investment research, market analysis, and 10 years in customer relationship management. Exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients in financially sound directions. Skilled in quantitative analysis to identify lucrative investment opportunities for clients. Strong experience in conducting investment due diligence and presenting investment proposals to high-net-worth clients. 

Dedicated Equity Research Analyst skilled in building complex cashflow models producing valuations of companies within consumer sector. Adept at preparing research reports and presenting recommendations to senior management.

Dynamic Data Management Associate with a proven track record at Preqin Ltd., excelling in deep secondary research and qualitative analysis within the alternative assets industry. With the knowledge of JIRA and MS Excel, I enhanced project management and data quality, significantly improving team efficiency and client decision-making. Skilled in financial analysis and adept at fostering cross-functional team collaboration.

 Economics professional with expertise in portfolio management, financial analysis, and market research. Proficient in Power BI, Excel, and Bloomberg, with a strong background in team supervision and operational optimization. Committed to leveraging data-driven insights to enhance investment strategies and improve business performance. Currently pursuing CPD-accredited certification in investment advisory to fulfill regulatory standards. 

YASH SHARMA

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Trainee, Statutory Audit

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MBA - Finance

Bachelor of Commerce - Hons

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Senior Secondary - ISC

Secondary - ICSE

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Trainee, Statutory Audit

MBA - Finance

Bachelor of Commerce - Hons

Foundation Level -

Senior Secondary - ISC

Secondary - ICSE

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