SHUBHAM SHARMA

Experience

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  Iceberg Foods Limited

  Apr 2011 - Jun 2011

  Intern

   Forecasting of company’s sales for the next periods Marketing of companies products

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  Aviva India

  Apr 2012 - Jun 2012

  Management Intern

  > Learning and applying financial concepts of Insurance Industry> Marketing and sales of company's products.

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  Guidemytreatment.com

  Apr 2015 - Jun 2015

  Intern

   Online Promotion of company’s website and client website’s through Search Engine Optimization and Social Media Optimization Fundamental analysis and forecasting of company’s sales  Client meetings and Health Camp meetings with Corporates Blog writing and Digital content writing for client’s websitesAs an intern, I had following responsibilities:1. Develop Guide My Treatment as a brand, 2. Increase the web site traffic through offline and online medium3. Understand and implement various methods of SMO and SEO 4. Using both ATL and BTL activities to promote the brand5. Organized a health camp in Delhi NCR (200 people attended) Show less

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  BlackRock

  May 2016 - Feb 2018

  Research Analyst

  Experience in financial services industry, Portfolio Wealth Management, Performance Measurement, Asset Allocation, Equity Research for global financial markets. Demonstrated strong analytical abilities and project management skills. Financial Statement Analysis & Reporting: Analysing the Daily, Weekly, Monthly, Quarterly, Semi-Annually and Annually Financial Statements & ratio analysis and reporting the information required for preparing the outlook for stock. Performance Analysis: Comparison of Clients portfolio performance with the appropriate benchmark. Risk Return analysis of portfolio. Fixed Income Analysis: Fixed Income Credit Quality Analysis including its rating analysis from various credit rating agencies. Research Report: Conducting Secondary Research and Preparing a descriptive report on all investment products like Equity analysis, Fund analysis (Mutual Funds), Fixed Income funds etc. Also, analyze various Sectors, Industry analysis. In the research reports we provide description about company/stock performance, products, its subsidiaries, peers comparative analysis, SWOT analysis, update on Merger & Acquisition/Joint Ventures etc. Also a brief description about company’s management.Portfolio Analysis: Prepare reports like income stream analysis, Portfolio Aggregation Report, Performance Evaluation and Performance Attribution Report. Also prepare Fund comparison report, correlation matrix among different funds using tools like Morningstar Direct & FactSet. Compliance: Certain exceptions are raised and required actions are taken/suggested as per guidelines like US GAAP, MiFID Directives etc. Prepare strategy's fact sheets and tear sheets. Tools used: Bloomberg, Morningstar Direct, FactSet, Thomson Reuters, Factiva, Capital IQ. Show less

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  Evalueserve

  Feb 2018 - Mar 2020

  Business Analyst

  At Evalueserve, working as a Business Analyst and providing services to a top 20 investment bank by providing asset management consultancy services and preparing marketing material for institutional and retails clients and providing credit analysis consultation. Exposure on working closely with different regions Sales teams, Global product teams, Technology teams, Legal, Compliance and External data providers in order to prepare financial risk reports, performance reports, factsheets, holding reports, marketing material for institutional and retail clients like fund factsheets, commentaries, pitchbooks, client specific custom/standard reports.Preparing business presentations for global leads and presenting at various levels the projects growth, courses of actions, future plans etc.Financial Statement Analysis & Reporting: Analysing the Daily, Weekly, Monthly, Quarterly, Semi-Annually and Annually Financial Statements & ratio analysis and reporting the information required for preparing the outlook for stock. Performance Analysis: Comparison of Clients portfolio performance with the appropriate benchmark. Risk Return analysis of portfolio. Fixed Income Analysis: Fixed Income Credit Quality Analysis including its rating analysis from various credit rating agencies. Research Report: Conducting Secondary Research and Preparing a descriptive report on all investment products like Equity analysis, Fund analysis (Mutual Funds), Fixed Income funds etc.Compliance: Certain exceptions are raised and required actions are taken/suggested as per guidelines like US GAAP, MiFID Directives etc. Prepare strategy's fact sheets and tear sheets. Tools used: Bloomberg, Morningstar Direct, FactSet, Thomson Reuters, Factiva, Capital IQ. Show less

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  Macquarie Group

  Apr 2020 - now

  Manager