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Saumitra Kokane

Saumitra Kokane

Financial Analyst Intern

Followers of Saumitra Kokane665 followers
location of Saumitra KokaneLondon Area, United Kingdom

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  • Timeline

  • About me

    Maximizing investment returns with fresh perspectives | Driven MSc Finance Graduate | Dedicated to financial literacy advocacy

  • Education

    • BSE Institute Ltd

      2017 - 2020
      Bachelor's degree Capital markets

      Activities and Societies: Stock Torero 2017, Stock Torero 2018 (Team Leader), Mock Stock 2018 Relevant Modules: Derivatives, Technical Analysis, Fundamental Analysis, Investment Banking, Financial Modelling, Foreign Exchange, Financial Risk Management, Portfolio Management Participated as a team member on the equity research committee for the "Stock Torero" event, which brought together a large number of students from prestigious business schools throughout India for a mock trading competition.Worked as a Team Leader of the marketing committee, we were responsible for sponsorships and arranging all the equipment and resources needed for the event.

    • Cardiff University / Prifysgol Caerdydd

      2022 - 2023
      MSc Finance Finance

      Activities and Societies: Bloomberg Global Trading Challenge, Cardiff University Trading Challenge Relevant Modules: Asset Pricing, Corporate Finance, Investment Management, Quantitative Methods, FinTech and Behavioural Finance, Market Structure and TradingParticipated in the Cardiff University Trading Challenge, achieving a 6% return in one month while outperforming the benchmark index by 5.19%, through comprehensive market analysis involving technical and fundamental analysis. As the Captain in the Bloomberg Global Trading Challenge, I led a team of 5, ensuring effective… Show more Relevant Modules: Asset Pricing, Corporate Finance, Investment Management, Quantitative Methods, FinTech and Behavioural Finance, Market Structure and TradingParticipated in the Cardiff University Trading Challenge, achieving a 6% return in one month while outperforming the benchmark index by 5.19%, through comprehensive market analysis involving technical and fundamental analysis. As the Captain in the Bloomberg Global Trading Challenge, I led a team of 5, ensuring effective collaboration, communication, and overall team performance. We harnessed the power of Bloomberg terminal and financial tools to access real-time data, conducted comprehensive analysis, and vigilantly monitored portfolio performance during the competition, orchestrating team participation and leveraging real-time data for strategic decision-making, which contributed to our competitive edge in the challenge. Show less

  • Experience

    • BCB BROKERAGE PRIVATE LIMITED

      Jan 2018 - Mar 2018
      Financial Analyst Intern

      • Analysed IPOs and secondary offerings, conducting financial statement assessments and regulatory research, contributing to a 37.36% increase in stock value for Amber Enterprises India Limited.• Applied financial statement analysis techniques to evaluate companies, offering insights into financial health, trends, and industry benchmarking.• Conducted in-depth research on more than 10 different public issues, evaluating market trends, investor sentiment, and pricing strategies to provide valuable insights to senior management.• Observed and learned from top executives, including the MD and CEO, acquiring valuable insights into the intricacies of brokerage operations and the art of effective leadership. Show less

    • Quantum Asset Management Company Private Limited

      Oct 2019 - Dec 2019
      Sales And Marketing Intern

      • Developed and executed strategic marketing campaigns to raise awareness of mutual funds, resulting in increased client engagement and a successful football tournament targeting over 70 students.• Specialized in promoting and selling ESG (Environmental, Social, and Governance) mutual funds, aligning clients' investment goals with sustainable principles, fostering a greener approach to investing.• Leveraged strong interpersonal skills and industry knowledge to build relationships, understand client needs, and recommend tailored investment solutions, leading to a significant boost in new client acquisitions. • Implemented client retention strategies that resulted in a 90% client satisfaction rate and a 20% increase in the retention of mutual fund clients. Show less

    • Self-employed

      Nov 2020 - Aug 2022
      Equity Derivatives Trader

      • Implemented diverse trading strategies across Futures and Options, Equities, Index, and Commodities markets, consistently achieving an average monthly return of 10%, surpassing industry benchmarks.• Managed investment portfolios for 2 clients, overseeing a combined total value of ₹1,000,000. Implemented effective risk management techniques, resulting in a 15% reduction in losses for the portfolios.• Developed and executed personalized trading plans for each client based on their unique risk tolerance and investment goals.• Managed investment portfolios, conducting daily checks on internal market assessments and monitoring portfolio structures for process optimization. Show less

  • Licenses & Certifications

    • ESG Advisor Certificate

      Financial Regulation Courses
      Feb 2025

    • Introduction to Investment Banking Technicals

      City Investment Training
      Mar 2024

    • Bloomberg Market Concepts

      Bloomberg
      Aug 2025
      View certificate certificate

    • JPMorgan Chase - Asset Management Job Simulation

      Forage
      Nov 2023
      View certificate certificate

    • McKinsey.org Forward Program

      McKinsey & Company
      Jul 2025

    • Certified Chartered Wealth Manager Level 1

      AAFM® (India)
      Nov 2021