Arnav Shetty
Barcelona
Summary
Data driven aspiring macroeconomic research analyst with a strong foundation in finance. Possesses strong analytical skills and financial modelling experience. Eager to leverage academic knowledge to provide desired results.
Overview
6
6
years of professional experience
Work History
Risk Analyst
Barclays
Mumbai
10.2022 - 04.2023
- Sourcing key details from over 400 financial reports to update qualitative and quantitative inputs for the development of an internal credit rating model.
- Provide ratings to funds based on various metrics such as asset base, operating environment, liquidity profile.
Junior Portfolio Manager
Leap Digiprint
Mumbai
04.2022 - 10.2022
- Was responsible for identifying investment opportunities for the company along with a team of portfolio managers, achieving a 24% year on year return
- Created an investment policy statement outlining the clients’ investment objectives.
Research Analyst
Morningstar
Mumbai
05.2021 - 04.2022
- Provide analysis and maintain investment data for 15+ fund ratings.
- Conduct analysis of asset management companies and assign ratings (based on Parent, People, Process and Price) for funds such as Fidelity, Blackrock and PIMCO.
Options Trader
GRD securities
Mumbai
10.2019 - 10.2020
- Managed a fund worth EUR 60,000.
- Curated a watchlist for a group of head option traders of the firm based on historical quantitative data, improving the accuracy of the trades taken by 20%.
- Formulated hedging strategies which resulted in a 15% reduction in loss for the firm portfolio.
Compliance Analyst
Morgan Stanley
Mumbai
01.2019 - 04.2019
- Ensured compliance of trading desks are in line with firm compliance policies.
- Analysed monthly trading desk metrics data to identify trends and themes and ensure standardization of the same.
- Monitored changes in business activity to minimize negative impact on trading desks.
Equity Research Intern
Edelweiss Asset Management
Mumbai
10.2018 - 12.2018
- Formulated a report which tracked factors such as FDA approvals, generic drug approvals over ten year period in the pharmaceutical sector, the report informed clients about the inherent risks of investing in this sector.
- Analysed the profitability and future growth of 8 companies using valuation techniques such as discounted cash flow and free cash flow to equity.
- Prepared 5 research reports during the earnings season, assisting clients in making investment decisions.
Accounts Intern
L Gansham Foreign Exchange Dealers
Mumbai
01.2017 - 01.2018
- Developed quarterly accounts and managed periodical audit of accounting transactions for the firm and reconciled TDS and income tax returns for the firm.
Education
CFA Level 2 Cleared - Finance
CFA Institute
05-2023
Bachelors of Commerce - Business Management
Jai Hind College
Mumbai04-2016
MBA -
Esade Business School
Barcelona, SpainSkills
- Microsoft Excel
- SQL Understanding
- Database Management
Affiliations
- Cricket captain of the high school team
- Played rhythm guitars for a heavy metal band
- Active participant in "beach cleaning", "feeding strays" activities hosted by a Mumbai based NGO named "Bhumi".
Languages
Hindi
First Language
English
Proficient (C2)
C2
French
Beginner
A1
Timeline
Risk Analyst
Barclays
10.2022 - 04.2023
Junior Portfolio Manager
Leap Digiprint
04.2022 - 10.2022
Research Analyst
Morningstar
05.2021 - 04.2022
Options Trader
GRD securities
10.2019 - 10.2020
Compliance Analyst
Morgan Stanley
01.2019 - 04.2019
Equity Research Intern
Edelweiss Asset Management
10.2018 - 12.2018
Accounts Intern
L Gansham Foreign Exchange Dealers
01.2017 - 01.2018
CFA Level 2 Cleared - Finance
CFA Institute
Bachelors of Commerce - Business Management
Jai Hind College
MBA -
Esade Business School
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