Chief Analyst

BlinkX by JM Financial, India

November 2022 – Present

• Leading and Mentoring a Team: Directing a team of analysts in detailed stock market research and analysis.
• Strategic Investment Planning: Crafting and executing investment strategies to optimize portfolio returns.
• Market Communication: Delivering timely market outlook reports and actionable recommendations to clients.
• Risk Management: Performing risk assessments to ensure adherence to investment guidelines.
• Policy Development: Partnering with senior management to define the company’s investment policies.

Wealth Management

JM Financial, India

July 2017 – October 2022

• Asset Allocation: Diversifying investments across asset classes like equity and fixed income to balance growth, stability, and inflation hedging. Insurance is for protection.
• Diversification: Reducing overall portfolio risk by diversifying within each asset class, such as across large, mid, small, and flexi-cap schemes within equity.
• Portfolio Rebalancing: Regularly reviewing the investment portfolio and adjusting asset allocation to maintain the desired risk-return profile by selling overperforming assets and buying underperforming ones.
• Risk Parity Portfolio Management: Distributing investments to balance the risk contribution from each asset, differing from traditional methods that equalize monetary value.
• Socially Responsible Portfolio Management: Focusing on financial returns while considering the positive impact on society and the environment.

Hedge Fund Analysts

Farallon Capital Management, San Francisco, California.

July 2011 – August 2016

• Financial Analysis: Building financial models, preparing reports, and analyzing financial data.
• Investment Recommendations: Identifying investment opportunities and providing recommendations to portfolio managers.
• Data Analysis: Gathering and analyzing data to support investment decisions.
• Market Monitoring: Staying updated on market trends, economic indicators, and company news.
• Risk Assessment: Identifying and assessing potential risks.
• Portfolio Monitoring: Monitoring existing investments and providing updates to portfolio managers.

Senior Investment Analyst

Wellington Management Company, Boston, Massachusetts, United States.

May 2007– June 2011

• Financial Reporting and Analysis: Creating and analyzing financial reports and preparing financial statements.
• Investment Recommendations: Recommending optimal investment practices. Providing recommendations and commentary on equities for discretionary portfolios.
• Data Analysis: Coordinating with different departments to gather and analyze data. Analyzing investment data, state and federal laws, and executive policies for interpretation, implementation, and compliance.
• Market Monitoring: Studying the performance of stocks and markets. Keeping up to date with market and investment information.
• Risk Assessment: Conducting risk assessments. Coordinating risk management activities.