
Manish Mishra
Articled Assistant

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About me
Delivery Manager, Private Markets at Acuity Knowledge Partners
Education

CFA Institute
-Finance, General CFA(USA) Level 3 cleared!!Pursuing Chartered Financial Analyst (CFA) course..have cleared my CFA Level 2 exam in June 2014have cleared my CFA Level 3 exam in June 2015.

CFA Institute
-CFA Level 3 Finance, General
Tagore International School
1996 - 2008High School Business/Commerce, General1) House Prefect (Tagore International School, for academic session 2007 and 2008)Responsible for coordinating, managing and monitoring various activities to organize intra-school functions and events 2) Awarded for academic excellence in AISSE as top ten students in Tagore International School who appeared and successfully cracked the examination. 3) Participated in an inter school social science debate organized by Mount Carmel School.4) Participated in EUREKA an… Show more 1) House Prefect (Tagore International School, for academic session 2007 and 2008)Responsible for coordinating, managing and monitoring various activities to organize intra-school functions and events 2) Awarded for academic excellence in AISSE as top ten students in Tagore International School who appeared and successfully cracked the examination. 3) Participated in an inter school social science debate organized by Mount Carmel School.4) Participated in EUREKA an annual interschool festival organized by Tagore International School, Vasant Vihar. Show less

Delhi University
2009 - 2012Bachelor of Commerce (B.Com.) commerce
Experience

Perfect Accounting & Shared Services Pvt. Ltd.
Aug 2011 - Jul 2014Articled AssistantWorked with PERFECT ACCOUNTING AND SHARED SERVICES (NARENDRA SINGHANIA AND COMPANY) FROM 16TH August, 2011 till 16TH July 2014, as an articled assistant.& my responsibilities included: a.) Performing Accounts Audit which included Statutory Compliances And Dues like TDS, Service tax, Vat, etcb.) Checking & Preparing Bank Reconciliation Statement, Monthly Revenue Reconciliation, inter-Unit reconciliation, etc.c.) Vouching of various Books, like Journal voucher, Purchase Voucher, Work Order Voucher, etc. on random basis. Show less

Ficus Mercantile Ltd.
Aug 2014 - Jan 2016Working with FICUS WEALTH Pvt. Ltd. FROM 21ST January, 2014, as an Equity Research Analyst & my responsibilities includes: a.) Provide fundamental research on industry and individual company using investment tools like Bloomberg to generate timely and accurate investment recommendationsb.) Develop financial models to accurately reflect companies overall performance and valuation to help make sensible investment decisions. c.) Review and interpret information using financial ratios, cash flow statements, income statements and balance sheets on publicly traded companies.d.) Maintain an extensive coverage list of companies and monitor of all developments on those companies. e.) Continuously tracking and managing client’s portfolios according to their IPS.f.) Performing research for upcoming IPO’s, estimating its appropriateness for clientsg.) Participate in industry conferences, on-site visit, gathering first-hand information and help enhance investment process. h.) Updating client’s IPS according to the changes in his/her circumstances. Show less
Equity Research Analyst
Nov 2014 - Jan 2016Financial Trainee
Aug 2014 - Oct 2014

Moody's Analytics
Jan 2016 - Apr 2021Senior Associate
Dec 2017 - Apr 2021Deputy Senior Associate
Jan 2017 - Dec 2017Associate
Jan 2016 - Jan 2017

Acuity Knowledge Partners
Apr 2021 - Aug 2024Delivery Lead
DLF Limited
Aug 2024 - Jan 2025Treasury Manager
Acuity Knowledge Partners
Feb 2025 - nowDelivery Manager
Licenses & Certifications
- View certificate

NISM-Series-VIII: Equity Derivatives Certification
NISM-Series-VIII: Currency Derivatives CertificationMay 2014 
Passed CFA Level 3 (2015)
CFA InstituteJan 2015
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