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Akshay Doshi

Akshay Doshi

Management Trainee

Followers of Akshay Doshi2000 followers
location of Akshay DoshiMumbai, Maharashtra, India

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  • Timeline

  • About me

    FP&A Reporting at PineBridge Investments || Ex Morningstar || PGDM in Business management || BFM (Bachelor in Financial Markets) || Skills :- Financial Modelling | Equity Analysis | MS Excel | SQL | BI

  • Education

    • Nagindas Khandwala College

      2014 - 2017
      Bachelor's degree BFM (Financial Markets) B

      Activities and Societies: Financial Planning Investment Agewise Project Financial Modeling, Equity research, Derivatives, Securities Market, Accountancy, Forex, Futures and Options, Corporate Law.Giving Class Presentations and Cultural Events.

    • Welingkar Institute of Management

      2018 - 2020
      Postgraduate Degree Business Management Finance A

      Activities and Societies: Reliance Industries Stock Analysis Financial Planning, Principal of Fin Management, Consumer buying behaviour, Equity Analysis, Human Resources Management, Derivatives, Strategic Management, OB (Organization Behaviour) , Purchasing and Material Management, Marketing Management, Elements of communication and networking skills.Secured A GradeBatch 2020

  • Experience

    • BookMyShow

      Apr 2015 - Jun 2015
      Management Trainee

      Mumbai IndiansEvent IPL 8 - Wankhede Stadium Sports Management

    • Jay Ambe Traders (JAT)

      Aug 2020 - Nov 2022
      Business Development Analyst

      > Market Research and Analysing the Data for different sectors and Industrial products.> Pivoting areas to grow the business> Collecting of raw data from different data vendors.> Presentations for upper management.> Hands on Excel, Tally, Power BI

    • Morningstar

      Dec 2022 - Feb 2024
      Data Research Analyst - RED

      > Reviewing and rectifying the corporate actions.> Data Analysis from different data vendors.> Creating reports for team and senior management.> Financial Analysis OHLC, Volumes, Dividends, Splits, etc.> Collaborating with different teams for data flows.> Data Patching into the Server via Microsoft SQL > Data cleaning for QA and server patching.> Evaluation of daily Stock Price Jumps for more then 5%> Working on clients priority Jira tickets.> Adhoc requests. Show less

    • PineBridge Investments

      Feb 2024 - now
      Analyst FP&A - Management Reporting

      Financial Planning Analysis, Financial Reporting, Data Analysis, AUM Reporting, Sales Dashboard, Weekly Reports, Adhocs requests, Management Commentary, etc.

  • Licenses & Certifications