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Amit Bajpai

Amit Bajpai

Analyst

Followers of Amit Bajpai3000 followers
location of Amit BajpaiPune, Maharashtra, India

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  • Timeline

  • Skills

    Technical analysis of equty and commodity market
    Fundamental expert include financial model
    Mba in finance
    Management
    Microsoft excel
    Portfolio management
    Financial analysis
    Team management
    Microsoft office
    Capital markets
    Financial modeling
    Investment banking
    Equities
    Business analysis
    Derivatives
    Corporate finance
    Risk management
    Banking
    Investments
    Finance

  • About me

    Interested in investment banks or firms and financial companies for Equity Analyst / research / other similar profiles. Have more than one year experience in capital market as Adviser and more than six months experience of financial analysis, credit analysis and report writing.

  • Education

    • VAISHNAV MANAGMENT,INDORE

      2015 - 2016
      Master of Business Administration (MBA) Banking, Corporate, Finance

      Activities and Societies: cricket and back stage coordination and arrangements MBA with finance & marketing specialization and prepared the project on Consumer preference between Bajaj discover and Hero splender.

    • CFA INSTITUTE (US)

      2015 - 2016
      CFA LEVEL 1 Financial Planning and Services

      I cleared the CFA L1(US) and preparing for level 2

    • DAVV

      2009 - 2012
      B.COM finance and marketing

      Graduation Degree

    • Sarafa Vidhya Niketan, Indore

      2001 - 2005
      Master of Business Administration (MBA) Equity valuation and Finance and Financial Management Services and Marketing

      Activities and Societies: inter school sports and games i have completed my high school there

  • Experience

    • Capvision investment advisory

      Nov 2013 - Feb 2015
      Analyst

      Provided recommendation on stocks, derivatives and commodities to the clients on the back of research team. Understand client requirement and investments plans and advise best services as per their needs. Gained good knowledge of financial products.

    • Probe Information Services Pvt Ltd

      Feb 2017 - Sept 2017
      Analyst

      I worked at Probe on Credit Research profile. Review & forecasting of financial statements/ratios, report on credit worthiness of company.

    • WNS Global Services

      Sept 2017 - Jan 2019
      Analyst

      Investment Compliance Analyst. Monitoring of IMA & Regulatory guidelines, Post trade monitoring, Rule coding, Good knowledge of financial products.

    • State Street LLC

      Apr 2019 - Aug 2019
      Senior Associate

    • Insight Investment , BNY Mellon

      Aug 2019 - now
      Lead Analyst

      Expert in Investment Compliance with over 8+ years of experience in investment banking operations. I am currently involved in investment compliance process including coding and monitoring of investment guidelines with a thorough understanding of investment banking operations, client management and financial products. I can efficiently manage projects with dedication and provide expectation-exceeding service while simultaneously focusing on self-development.

  • Licenses & Certifications

    • FINANCIAL MODELLING

      FINOPTIONS

  • Volunteer Experience

    • Manage the crowd and responsible for arrengement

      Issued by Art of Living
      Art of LivingAssociated with Amit Bajpai