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Avi Sharma

Avi Sharma

Equity Research Intern

Followers of Avi Sharma1000 followers
location of Avi SharmaMadhya Pradesh, India

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  • Timeline

  • About me

    Client Service Manager at BNY Mellon | Corporate Trust | CFA Level 1 Candidate

  • Education

    • The Aditya Birla Public School

      2005 - 2019
      Class 12 Commerce & Maths

    • Prestige Institute of Management & Research

      2019 - 2022
      Bachelor of Commerce - BCom(Honours) Banking & Finance

  • Experience

    • Equivaluesearch

      Mar 2022 - Apr 2022
      Equity Research Intern

      During my 2 month internship, I was assigned with preparing 2 industry overview reports on the steel and banking sector.• I researched the two sectors rigorously by reading secondary research reports, Articles, and financial statements of key companies.• I also applied Michel Porter's 5 forces analysis and studied the tailwinds supporting the industry.

    • Wiley Edge

      Jul 2022 - Jul 2023

      • Junior Banking Service Analyst | On-Site BNY Mellon

        Aug 2022 - Jul 2023

      • Banking Service Trainee

        Jul 2022 - Jul 2022

    • BNY

      Aug 2023 - now
      Client Service Manager

  • Licenses & Certifications

    • Banking and Financial Services

      Wiley Edge
      Aug 2022
      View certificate certificate

    • CFA Program Level 1

      CFA Institute
      Jul 2024
      View certificate certificate

    • Diploma In Banking And Finance (JAIIB)

      Indian Institute of Banking and Finance
      Jan 2021

    • Customer Service and Banking Codes and Standards

      Indian Institute of Banking and Finance
      Jan 2020

    • Financial Modeling Foundation

      LinkedIn
      Jul 2020

    • Microsoft Office Specialist Master Certification (MOS)

      IACT International Academy of Computer Training
      Dec 2019