Parva Bharwada

Parva Bharwada

Articled Assistant

Followers of Parva Bharwada2000 followers
location of Parva BharwadaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Investment Banking JM | Ex-NSE | CA | CFA Level III Cleared

  • Education

    • CFA Institute

      2018 - 2018
      CFA Level 1 Fixed Income, Equity Research, Portfolio Management Above 90 Percentile
    • SIES College of Commerce & Economics

      2012 - 2017
      Bachelor of Commerce - BCom Accounting and Finance
    • CFA Institute

      2019 - 2019
      CFA LEVEL 2 Fixed Income, Derivatives, Portfolio Management Above 90 percentile
    • CFA Institute

      2019 - 2022
      CFA LEVEL 3 Portfolio Management
    • The Institute of Chartered Accountants of India

      2014 - 2018
      Chartered Accountant Accounting and Finance Cleared all the examinations in First Attempt
  • Experience

    • Dilip S.Shah & Associates

      Sept 2015 - Apr 2019
      Articled Assistant
    • National Stock Exchange of India Limited

      Jul 2019 - Jul 2021
      Deputy Manager, Fixed Income Products

      • Day to day Valuation of Indian debt market securities including G-Sec, SDL’s, T-Bills, CP’s, CD’s & Corporate Bonds and to deliver valuation report to clients for them to calculate their daily NAV and Index values.• Close monitoring of the sector and rating level yield curve by keeping track of events in the Debt market, Macro-Economic variables, RBI regulations, etc.• Spread Review on regular basis and discussing the spreads observed with market participants like Mutual Fund managers, brokers and the investors.• Monitoring and making an assessment on credit upgrades and downgrades by analyzing and interpreting Credit Rating rationales • Performing Fixed Income attribution analysis on various Nifty Indices and Mutual fund portfolios using various models such as Campisi, Duration, Tim Lord, Key rate duration and Top down along with with carino and gometric smoothing algorithm.• Identified reasons for mismatch of Clean price and Accrued interest on RFQ platform with that entered by market participants and working towards minimizing the mismatches• Contributed in automation and development of Index constituents report and various client reports Show less

    • Axcelus Finserv Private Limited

      Jul 2021 - Feb 2023
      • Associate

        May 2022 - Feb 2023
      • Analyst

        Jul 2021 - Apr 2022
    • JM Financial Ltd

      Feb 2023 - now
      • Associate

        Apr 2024 - now
      • Senior Analyst

        Feb 2023 - Apr 2024
  • Licenses & Certifications