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Gurpreet Kaur

Gurpreet Kaur

Equity Research Analyst

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location of Gurpreet KaurIndia

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  • Timeline

  • About me

    Fund Accounting| Private Equity

  • Education

    • BSE Institute LTD

      -
      Global Financial Markert Programme International Finance

    • Calcutta University, Kolkata

      -
      Bachelor of Commerce - BCom Accounting and Finance

      Activities and Societies: I was the Welfare Secretary of the college. Organised and managed many cultural programs and college fest of the college.

  • Experience

    • Dynamic Levels

      Apr 2019 - Sept 2020
      Equity Research Analyst

      Fundamental Research using different strategies and rulesDaily market watchSector wise economic researchMaking company’s overview reportData validation, data crunching, data preparationExtensive use of excelUse basic technical tools such as Support, Resistance, Charts and Patters, Bollinger band, RSI indicators

    • HSBC

      Sept 2020 - May 2022
      Fund Administrator

      Maintaining books and records and calculating fund Net Asset ValuesReview and calculation of Management fee, carried interest, waterfall distributionCalculation and booking of income and expense accrualsReview and booking of capital calls & distributionsReview and Calculation of unfunded commitmentsReviewing and updating quarterly fund documents like financial statements, exposure reports, quarterlyreports along with other fund governing documents including legal and tax documents- LPA, PPM, K1,Tax estimatesLiaise with investor relations team for capital call wire preparation and capital activities ( subscription or redemption) Show less

    • Wipro

      May 2022 - Aug 2023
      Fund Analyst

    • Deloitte

      Aug 2023 - Nov 2023
      Team Lead

    • JPMorgan Chase & Co.

      Dec 2023 - now
      Team Lead

  • Licenses & Certifications

    • NISM Certified Equity Derivative

      National Institute of Securities Markets (NISM)
      Sept 2018

    • NISM Certified Equity Research Analyst

      National Institute of Securities Markets (NISM)
      Mar 2019