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Himani Jain

Research Analyst

587 followers

Mumbai, Maharashtra, India

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Timeline
About me
Investment Advisor - Barclays Securities (India) Pvt. Ltd.|NISM - X BlNISM-X A|NISM-V A
Education
- Nanyang Technological University Singapore
  2016 - 2016
  International Immersion Programme International Business
- Delhi University
  2014 - 2016
  Bachelor of Commerce (B.Com.) Honours Business/Commerce, General
- FORE School of Management, New Delhi
  2015 - 2017
  Post Graduate Diploma in Management Finance and Marketing
  Activities and Societies: Coordinator at FORE Economy and Finance Forum, a Special Interest Group at FORE
Experience
- CRISIL India
  Apr 2017 - Aug 2019
  Research Analyst
  Involved in valuation and pricing of Fixed Income instruments, CPCDs and Bonds in particular. Actively engaging with the market participants like fund managers, brokers, dealers and other corporates for sourcing and analyzing pricing data.
- ICICIdirect
  Aug 2019 - Oct 2021
  Product Manager - Investment Advisory
  I am working as a Product Manager with Investment Advisory and Family Office team. Currently, I am engaged in monitoring client portfolios, portfolio analysis and restructuring, asset allocation recommendations, product recommendations based on investment views and client's needs.
- Barclays Private Bank
  Oct 2021 - now
  Investment Advisor
Licenses & Certifications
- NISM - V A - Mutual Fund Distribution
  National Institute of Securities Markets
- NISM - X A - Investment Advisor (Level 1)
  National Institute of Securities Markets
- NISM - X B
  National Institute of Securities Markets (NISM)
  Feb 2022
Honors & Awards
- Awarded to Himani Jain
  Analytical Excellence - Feb 2019
- Awarded to Himani Jain
  Execution Excellence - Jun 2018
- Awarded to Himani Jain
  Bright Spark of the Year - Dec 2016