
Joy Kapadia

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About me
Quant Analyst- Girik Capital | PG Diploma Statistics- Indian Statistical Institute, Kolkata'24 | MSc Financial Engineering- World Quant University’25 | BSc Finance- NMIMS, Mumbai'23 | CFA Level 1 (Top 10th Percentile)
Education

Udemy
2020 - 2021Online Course Python CodingThis course covered in-depth all relevant and commonly used Python Data Science Packages:1)Python from the very Basics (Standard Library)2)Numpy and Scipy for Numeric, Scientific, Financial, Statistical Coding and Simulations3)Pandas to handle, process, clean, aggregate and manipulate Tabular (Financial) Data. 4)Statsmodels to perform Regression Analysis, Hypothesis Testing, and ANOVA5)Matplotlib and Seaborn for scientific Data Visualization

Udemy
2020 - 2020Online course Cryptocurrency TradingI completed the 5 in 1 Cryptocurrency Course offered by Chris Haroun. A great learning experience got an in-depth first hand knowledge of the 10 major cryptocurrencies(by volume), the various trading prospects of each crypto, and a complete excel dashboard for further research and analysis of cryptocurrency trading. I learnt;1)Cryptocurrency Investing2)Cryptocurrency Mining3)Cryptocurrency Wallets 4)Cryptocurrency Exchanges5)Blockchain6)Creating a Diversified… Show more I completed the 5 in 1 Cryptocurrency Course offered by Chris Haroun. A great learning experience got an in-depth first hand knowledge of the 10 major cryptocurrencies(by volume), the various trading prospects of each crypto, and a complete excel dashboard for further research and analysis of cryptocurrency trading. I learnt;1)Cryptocurrency Investing2)Cryptocurrency Mining3)Cryptocurrency Wallets 4)Cryptocurrency Exchanges5)Blockchain6)Creating a Diversified Portfolio & Much More! Show less

Macquarie University
2021 - 2021Online Course-Excel Skills for Business: Intermediate II completed the Excel Skills for Business: Intermediate I- Course 2 of 4-Part of the-Excel Skills for Business Specialization offered by Macquarie University, Australia.It covered-Concatenation-Consolidation-Pivot Table-Pivot Charts

Indian Statistical Institute, Kolkata
2023 - 2024PG Diploma-Statistics ACurrently pursuing a PG Diploma in Statistics from ISI, Kolkata.

Macquarie University
2021 - 2021Excel Skills for Business SpecializationI completed the Excel Skills for Business Specialization offered by Macquarie University, Australia. I acquired skills to design sophisticated spreadsheets, professional dashboards, and perform complex calculations using advanced Excel features and techniques. Learnt and managed large datasets efficiently, extracting meaningful information from datasets and presenting data. In addition, I was able to master the skills needed to validate data and prevent errors in spreadsheets, create… Show more I completed the Excel Skills for Business Specialization offered by Macquarie University, Australia. I acquired skills to design sophisticated spreadsheets, professional dashboards, and perform complex calculations using advanced Excel features and techniques. Learnt and managed large datasets efficiently, extracting meaningful information from datasets and presenting data. In addition, I was able to master the skills needed to validate data and prevent errors in spreadsheets, create automation, apply advanced formulas and conditional logic to help make decisions and create spreadsheets that help forecast and model data.-Data Validation-Microsoft Excel Macro-Pivot Table-Graphs-Spreadsheets-Charts-Concatenation-Consolidation-Pivot Chart-Lookup Table-Microsoft Excel VBA1)Navigated the Excel user interface, whilst entering, manipulating and formatting data.2)Used formulas and functions to perform calculations on data. Automate choices and data lookups using functions Show less

EDHEC Business School
2020 - 2021Online Course-Python and FinanceI completed the Introduction to Portfolio Construction and Analysis with Python Course 1 of 4 part of-Investment Management with Python and Machine Learning Specialization -offered by EDHEC Business School.1) I Gained an intuitive understanding for the underlying theory behind Modern Portfolio Construction Techniques 2) Utilized powerful Python optimization libraries to build scientifically and systematically diversified portfolios 3) Built custom utilities in Python to test and… Show more I completed the Introduction to Portfolio Construction and Analysis with Python Course 1 of 4 part of-Investment Management with Python and Machine Learning Specialization -offered by EDHEC Business School.1) I Gained an intuitive understanding for the underlying theory behind Modern Portfolio Construction Techniques 2) Utilized powerful Python optimization libraries to build scientifically and systematically diversified portfolios 3) Built custom utilities in Python to test and compare portfolio strategies 4) Wrote custom Python code to estimate risk and return parameters Show less

EDHEC Business School
-Online Course-Python and FinanceI completed the Advanced Portfolio Construction and Analysis with Python- Course 2 of 4 part of-Investment Management with Python and Machine Learning Specialization -offered by EDHEC Business School.1) Learnt to analyze style and factor exposures of portfolios 2) Learnt to Implement robust estimates for the covariance matrix 3) Implemented Black-Litterman portfolio construction analysis 4) Implemented a variety of robust portfolio construction models

WorldQuant University
2023 - 2025MSc Financial Engineering
Sharada Mandir School
2018 - 2020High School Diploma Business/Commerce, General 91%
Macquarie University
2021 - 2021Online Course-Excel Skills for Business Intermediate III completed the Excel Skills for Business: Intermediate II- Course 3 of 4-Part of the-Excel Skills for Business Specialization offered by Macquarie University, Australia. It covered -Lookup Tables-Microsoft Excel VBA-Data Validation-Microsoft Excel Macro1)Learnt to check for and prevent errors in spreadsheets 2)Created powerful automation in spreadsheets3)Applied advanced formulas and conditional logic to help make informed business decisions4)Created… Show more I completed the Excel Skills for Business: Intermediate II- Course 3 of 4-Part of the-Excel Skills for Business Specialization offered by Macquarie University, Australia. It covered -Lookup Tables-Microsoft Excel VBA-Data Validation-Microsoft Excel Macro1)Learnt to check for and prevent errors in spreadsheets 2)Created powerful automation in spreadsheets3)Applied advanced formulas and conditional logic to help make informed business decisions4)Created spreadsheets that help forecast and model data. Show less

Macquarie University
2021 - 2021Online Course-Excel Skills for Business-AdvancedI completed the Excel Skills for Business: Advanced- Course 4 of 4-Part of the Excel Skills for Business Specialization offered by Macquarie University, Australia.It covered-Business Dashboard-Financial Modeling-Data Cleansing1)Cleaned and prepared data for analysis2) Learned how to work with dates and financial functions. 3)Got an in-depth look at spreadsheet design and documentation 4)Built professional dashboards in Excel.

Indian Institute of Management Bangalore
2020 -Online MOOC Finance, GeneralI did 5 courses(entire package) offered by IIM Bangalore. Learnt about options and futures-strategies, foreign exchange markets,Value at Risk Calculation, Standard deviation ,Skewness and Kurtosis in Portfolio Optimisation, Diversification Portfolio. I have automated all formulas and strategies on my excel sheets and use it for company analytics.

Indian School of Business
2020 -Online MOOC Finance, GeneralI did 3 courses offered by the Indian school of Business on advanced strategy implementation in the financial markets. I learned about various momentum strategies, the F score, G score and many more. Implemented the same by automising the entire process of using these strategies on my excel sheets.

Columbia University
2020 -Online MOOC Finance, GeneralI did a fundamental analysis course offered by University of Columbia on Edx. Learnt the entire process of NPV calculation, Intrinsic Value of a company and implemented the same on my excel sheets

EDHEC Business School
2021 - 2021Online Course-Machine Learning for FinanceI completed the Python and Machine Learning for Asset Management Course 3 of 4 part of-Investment Management with Python and Machine Learning Specialization -offered by EDHEC Business School.1)Learnt the principles of supervised and unsupervised machine learning techniques to financial data sets2)Understood the basis of logistical regression and Machine Learning algorithms for classifying variables into one of two outcomes 3)Utilized powerful Python libraries and added them to my… Show more I completed the Python and Machine Learning for Asset Management Course 3 of 4 part of-Investment Management with Python and Machine Learning Specialization -offered by EDHEC Business School.1)Learnt the principles of supervised and unsupervised machine learning techniques to financial data sets2)Understood the basis of logistical regression and Machine Learning algorithms for classifying variables into one of two outcomes 3)Utilized powerful Python libraries and added them to my toolkit to implement machine learning algorithms in case studies 4)Learnt about factor models and regime-switching models and their use in investment management Show less
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Anil Surendra Modi School Of Commerce (ASMSOC)
2020 - 2023BSc FinanceActivities and Societies: Vice President-Entrepreneurship Cell

The Wharton School
2020 - 2020Online MOOC Cryptocurrency FinanceI did an online course offered by the University of Pennsylvania on Cryptocurrency Finance. I learnt the way the various Cryptocurrencies especially Bitcoin, Ethereum, Ripple function. The course also evaluated the prospect of actually having certain cryptocurrencies in your portfolio as an investor, using proven concepts like the CAPM and Gordon Growth Model. I learnt how Cryptocurrency actually fared as an Asset Class by itself!

Macquarie University
2021 - 2021Online Course-Excel EssentialsI completed the Excel Skills for Business: Essentials- Course 1 of 4-Part of the-Excel Skills for Business Specialization offered by Macquarie University, Australia. 1)It helped me fill in the gaps for better efficiency and productivity in Excel.2)Solved a broad range of business problems

The Hong Kong University of Science and Technology
2021 - 2021Online Course-Python and Statistics for Financial AnalysisI completed the Python and Statistics for Financial Analysis course offered by The Hong Kong University of Science and Technology. It covered:-Statistical Analysis-Financial Analysis-Financial Data Analysis-Python Programming-Data Visualization (DataViz)1)Imported, pre-processed, saved, and visualized financial data into pandas Dataframe2) Manipulated the existing financial data by generating new variables using multiple columns.3)Applied the important… Show more I completed the Python and Statistics for Financial Analysis course offered by The Hong Kong University of Science and Technology. It covered:-Statistical Analysis-Financial Analysis-Financial Data Analysis-Python Programming-Data Visualization (DataViz)1)Imported, pre-processed, saved, and visualized financial data into pandas Dataframe2) Manipulated the existing financial data by generating new variables using multiple columns.3)Applied the important statistical concepts (random variable, frequency, distribution, population and sample, confidence interval, linear regression ) into financial contexts.4)Built Trading models 5) Evaluated the performance of the trading model using different investment indicators Show less

EDHEC Business School
2021 - 2021Online Course-Python and FinanceI completed the Advanced Portfolio Construction and Analysis with Python Course 2 of 4 part of-Investment Management with Python and Machine Learning Specialization -offered by EDHEC Business School.1) Learnt to analyze style and factor exposures of portfolios 2) Learnt to Implement robust estimates for the covariance matrix 3) Implemented the Black-Litterman portfolio construction analysis 4) Learnt to Implement a variety of robust portfolio construction models

EDHEC Business School
2020 - 2021Investment Management with Python and Machine Learning SpecializationI completed the Investment Management with Python and Machine Learning Specialization offered by EDHEC Business School. I acquired the tools required for making sound investment decisions, with an emphasis not only on the foundational theory and underlying concepts but also on practical applications and implementation. This course helped me to build my personal Python Finance toolkit with all the necessary tools to implement the concepts taught. -Risk Management-Portfolio construction… Show more I completed the Investment Management with Python and Machine Learning Specialization offered by EDHEC Business School. I acquired the tools required for making sound investment decisions, with an emphasis not only on the foundational theory and underlying concepts but also on practical applications and implementation. This course helped me to build my personal Python Finance toolkit with all the necessary tools to implement the concepts taught. -Risk Management-Portfolio construction and analysis-Python programming skills-Implementation of data science techniques in investment decisions-Portfolio Optimization-Programming skills-Managing personal investments-Investment management -Computer Science-Data science-Advanced visualisation-Basics of consumption-based alternative data Show less

Erasmus School of Economics
2021 - 2021Online Course-Advanced Valuation and Strategy for M&A, Private Equity, and Venture CapitalI completed the Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital course offered by Erasmus School of Economics. Learned decision making, by extending static techniques from corporate finance with dynamic methods to quantify strategic thinking with the expanded NPV, which brought together DCF, real options, and game theory. Learned and Implemented in terms of options, games, and adaptive strategies which helped address strategic questions such as: 1) How do you… Show more I completed the Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital course offered by Erasmus School of Economics. Learned decision making, by extending static techniques from corporate finance with dynamic methods to quantify strategic thinking with the expanded NPV, which brought together DCF, real options, and game theory. Learned and Implemented in terms of options, games, and adaptive strategies which helped address strategic questions such as: 1) How do you value a leveraged buyout? 2) How can you value a high-tech venture with negative cash flows?3) When should you invest in new ventures in stages? 4) How can you incorporate rival bidders in the analysis? Show less

EDHEC Business School
2021 - 2021Online Course-Python and Machine Learning for FinanceI completed the Python and Machine-Learning for Asset Management with Alternative Data Sets- Course 4 of 4 part of-Investment Management with Python and Machine Learning Specialization -offered by EDHEC Business School.1)Learnt what alternative data is and how it is used in financial market applications. 2)Studied and Implemented current academic and practitioner state-of-the-art research pertaining to alternative data applications.3)Performed data analysis of real-world alternative… Show more I completed the Python and Machine-Learning for Asset Management with Alternative Data Sets- Course 4 of 4 part of-Investment Management with Python and Machine Learning Specialization -offered by EDHEC Business School.1)Learnt what alternative data is and how it is used in financial market applications. 2)Studied and Implemented current academic and practitioner state-of-the-art research pertaining to alternative data applications.3)Performed data analysis of real-world alternative datasets using Python.4)Gained an understanding and hands-on experience in data analytics, visualization and quantitative modeling applied to alternative data in finance5)Learnt Sentimental Analysis for Python in Finance to study and analyse annual reports Show less
Experience

Entrepreneurship Cell, NMIMS ASMSOC
Jul 2020 - Jan 2023Mentor
Sept 2022 - Jan 2023Vice President
Aug 2022 - Sept 2022HoD Admin and Finance
Jun 2021 - Aug 2022Club Member
Jul 2020 - Jun 2021

YES SECURITIES
May 2022 - Jul 2022Portfolio AnalystDuring my internship period, I took corporate training on two major financial databases:1) The Bloomberg Terminal-5 Training Sessions from the Bloomberg Team ranging from Equity Screening(EQS), Equity Backtesting, Relative Valuation, and much more.2)The Capitaline Database-3 Training Sessions I developed a screening process on the Bloomberg Terminal to find UNDERPRICED companies in the market. I call it the 4 TESTS APPROACH. This method was incorporated to find underpriced companies in the new AIF Fund launched by Yes Securities.I developed a Quant Model on the Bloomberg Terminal with a live analyst consensus tracker.I valued Tata Power using a DCF approach and ran various simulations using Oracles Crystal Ball Software to remove any uncertainty regarding my assumptions. Show less

Collabit
Nov 2022 - nowFounder🚀 Welcome to Collabit: Your Ultimate Influencer Discovery SaaS Platform 🚀At Collabit, we're revolutionizing the way brands and businesses connect with influencers in the ever-evolving world of digital marketing. 📱💼🌟 About Us:In today's fast-paced digital landscape, influencer marketing is a game-changer, but it's also a vast and intricate world. With over 100,000 influencers in India and a soaring YoY growth rate, finding the perfect match for your brand is crucial. That's where Collabit comes in.🔍 What We Do:We specialize in influencer discovery, making it effortless for brands to identify, connect, and collaborate with the right influencers. Our cutting-edge SaaS platform empowers you to:✨ Discover the Perfect Fit: Using advanced metrics and data-driven insights, we help you shortlist influencers who align with your brand's values, target audience, and campaign goals.✨ Streamline Your Influencer Partnerships: With Collabit, influencer collaboration is a breeze. We provide the tools and resources you need to manage campaigns, track performance, and optimize results.✨ Stay Ahead of Trends: The digital landscape is constantly evolving, and we're here to keep you ahead of the curve. Our platform offers real-time trend analysis to help you make informed decisions.✨ Data-Driven Success: We're all about results. Collabit ensures that your influencer marketing efforts yield measurable returns, whether it's boosting brand awareness, driving sales, or building authentic connections with your audience. Show less

Girik Capital
Sept 2023 - nowQuantitative Analyst (Buy Side)Currently working as a Quant Analyst (Buy Side) for a Boutique PMS and CAT III AIF (Hedge Fund) with 150 million dollars in AUM-Girik Capital. My role involves creating quantitative actionable and automated models that seek to generate alpha. Directly working under and reporting to the Fund Managers.
Licenses & Certifications
- View certificate

CFA Program Level II
CFA InstituteJul 2024 - View certificate
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Strategy Consulting Virtual Experience Program
Boston Consulting Group (BCG)Jun 2021 - View certificate

Introduction to Portfolio Construction and Analysis with Python
EDHEC Business SchoolMay 2021 - View certificate

Markets Division (Sales and Trading) Virtual Intern Experience (Asia)
CitiJun 2021 - View certificate

Python and Machine Learning for Asset Management
EDHEC Business SchoolJun 2021 - View certificate

Investment Banking Virtual Experience
J.P. MorganNov 2020 - View certificate

Seeking Investment Alpha
CourseraAug 2021 - View certificate

Advanced Portfolio Construction and Analysis with Python
EDHEC Business SchoolJun 2021 - View certificate

Investment Management Virtual Internship Program
Future IM/PactJun 2021 - View certificate

Markets Virtual Experience
J.P. MorganNov 2020
Honors & Awards
- Awarded to Joy Kapadia2nd Runner Up Aswini Bajaj (Leveraged Growth) - All India Financial Markets Case Study Competition Jun 2023 Finished 2nd Runner-up at the Chakravyuh 2.0 (All India Financial Markets Case Study Competition) organized by Aswini Bajaj at Leveraged Growth.
Volunteer Experience
Vice President/Founder
Issued by Sharada Mandir School on Apr 2019
Associated with Joy Kapadia
Languages
- enEnglish
- hiHindi
- frFrench
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