Mohd. Aman Ansari

Mohd. Aman Ansari

Equity & Derivatives Research Analyst

Followers of Mohd. Aman Ansari1000 followers
location of Mohd. Aman AnsariLucknow, Uttar Pradesh, India

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  • Timeline

  • About me

    CFP® - Investment Planning Specialist | Tax and Retirement Planning Specialist | Risk and Estate Planning Specialist || BBA'24 || Financial Markets

  • Education

    • National P.G. College, Lucknow

      2021 - 2024
      Bachelor of Business Administration - BBA Business Administration and Management, General
    • City Montessori School

      2019 - 2021
      ISC Commerce + Mathematics 90.5%
    • International College Of Financial Planning

      2022 - 2023
      CFP Financial Planning and Services
    • City Montessori School

      2008 - 2019
      ICSE English + Hindi + Biology + Chemistry + Physics + Mathematics + History + Geography + Computer 91%
  • Experience

    • VSCC [Dr. Vishal Saxena's Commerce Classes]

      Apr 2022 - Mar 2023
      Equity & Derivatives Research Analyst

      ~Performed detailed fundamental research on stocks and identified attractive long and short positions.~Supervised, trained, and mentor junior team members.~Attended conferences related to investing topics in order stay up-to-date on industry developments.~Monitored markets and positions.

    • Beekay Group

      May 2023 - Jul 2023
      Cost and Margin Analyst

      ~Evaluated vendor proposals for cost savings opportunities that would contribute positively towards margins.~Assisted in resolving discrepancies between reported customer margins and expected results.Advised management on best practices regarding cost-reduction measures that would result in increased profit margins.~Analyzed financial statements, income statements, and balance sheets to identify trends in customer margins.

    • Chatrapati Sahuji Maharaj Kanpur University, Kanpur

      Aug 2023 - Jan 2024
      Content Creator

      ~Created, managed and delivered digital content using multiple techniques for websites and social media platforms.~Crafted high-quality content to engage target audiences and boost brand loyalty.~Created timely content of lists and articles for the Gyan Sanchay Portal.

  • Licenses & Certifications

    • JPMorgan Chase - Investment Banking Job Simulation

      JPMorgan Chase & Co.
      Oct 2023
      View certificate certificate
    • Retirement and Tax Planning Specialist Certification

      FPSB India
      Jan 2024
      View certificate certificate
    • Investment Planning Specialist Certification

      FPSB India
      Jan 2024
      View certificate certificate
    • Risk and Estate Planning Specialist Certification

      FPSB India
      Jan 2024
      View certificate certificate
    • SEBI - Investor Certification Examination

      National Institute of Securities Markets (NISM)
      Jul 2024
    • CFA Program Level I

      CFA Institute
      Jun 2025
      View certificate certificate
    • Fundamental & Techinal analysis of stocks

      VSCC [Dr. Vishal Saxena's Commerce Classes]
      Jul 2020
    • Financial Markets (with Honors)

      Yale University
      Dec 2023
      View certificate certificate
    • NISM Series-VIII: Equity Derivatives Certification Examination

      National Institute of Securities Markets (NISM)
      Jul 2024
    • Introduction to Finance, Accounting, Modeling and Valuation

      Udemy
      Aug 2021
  • Volunteer Experience

    • Coordinator

      Issued by Shiksha ek Pahal
      Shiksha ek PahalAssociated with Mohd. Aman Ansari