Mithraem Bharucha

Mithraem Bharucha

Intern

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location of Mithraem BharuchaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Fund Manager at BOI AXA Investment Managers Private Limited

  • Education

    • St. Mary's School

      -
      I.C.S.E Mumbai
    • Lala Lajpatrai Institute of Management

      2005 - 2007
      MMS Management Studies (MMS), Finance Concentration

      Finance Specialization

    • Mumbai University

      2004 - 2005
      Master of Commerce MCOM; Management

      Cleared MCOM 1 With First Class

    • Wilson College

      2002 - 2004
      BMS - Mumbai Univ. Management Studies; Marketing;

      Cleared Semester III and Semester IV with First Class with DistinctionCleared Semester I and Semester II with Distinction Relevant Coursework: Financial Management, Strategic Cost Management, International Finance, Taxation; 2004 - 2005

    • University of Mumbai

      -
  • Experience

    • BOMBAY STOCK EXCHANGE

      May 2005 - Jul 2005
      Intern

      Identified loopholes in the existing charging mechanism and suggested a new enhancement for VSAT shifting charges requiring the study of NSE's current charging mechanism and finding viable options for reconstructionValued all the equipment for the Local Area Network (LAN) and Wide Area Network (WAN) by conducting a comprehensive study of the technology, liaising with the respective departments, researching the process in-depth and calculating the capitalization and amortization of the technology over each circuit by frequently visiting MTNL and BSNL to understand their operationsAssisted with the reconstruction of costing aspects of the Leased Line Shifting ProcessSupported the AGM as a research assistant for his fellowship thesis of "Satellite Based Communication Systems and Their Applications in Material Management" Show less

    • BNP Paribas Mutual Fund

      Mar 2007 - Oct 2017

      Execution of trades in money market instruments, government securities, corporate bonds, and also ensuring the efficient, timely and best available price execution of the trades.Developing relationships with intermediaries and market participants, to get timely and true market information for better execution of trades.Taking care of the cash management of the fundsIdentification of the Investment opportunities in the market which are in line with the fund's investment strategiesAssisting to develop the investment strategy by giving market information, market news, trend, market outlook and sentiment. Show less Main Duties included• Coordinate between Front Office and Back Office to smoothen Bond and Mutual Fund deal executions• Maintenance of all MF Investment files and provide adequate data• Execution of Bond Trade Deals• Creating spreadsheets with all investment details.• Review of the performances and update the Debt Portfolio(Daily, Monthly & Annually)• Maintain all relevant documentation of the front office operations for debt deals• Develop and maintain the relationships with counter-parties• Update and monitor the pipeline of the investment opportunities• Research and monitor developments in the Fixed Income Market.• Compliance with regulatory and internal risk management parameters.• MIS and portfolio analysis.• Fix maturity Plans on a daily basis. • Cash flow verification across funds and lending surplus in CBLO/repo market or daily put call instruments on a daily basis.• To monitor the day end net asset values(NAV) of all open ended funds and ensure target returns of fixed maturity plans are met .• Deal posting and management from front office up to holding statement verification for all deals taking place on a daily basis.• Prepare credit notes on issuers for approval in the fixed income investment universe• Responsible for presentations on all live portfolios for sales presentations.• Back-up/supplement to dealer/fund managers• Mandate servicing: preparing monthly, quarterly reports. Dealing with one-off requests• Track portfolio orders placed by the Fund Managers for compliance with regulatory and internal norms on pre and post trade basis Show less

      • Dealer Fixed Income

        Mar 2007 - Oct 2017
      • Portfolio Analyst/ Associate

        Mar 2007 - Mar 2012
    • YES ASSET MANAGEMENT

      Oct 2017 - Aug 2021
      Assistant Vice President Dealer Fixed Income
    • BOI AXA Investment Managers Private Limited

      Aug 2021 - now
      Fund Manager
  • Licenses & Certifications

    • Cleared Level 1

      Chartered Financial Analyst (CFA) Institute, USA