
Khushaal Kumar
Management Trainee

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About me
Portfolio Analyst | Cleared CFA Level 1
Education

Madhava Kripa English Nursery and Higher Primary School
2018 - 2020Commerce
Amity University
2021 - 2024Bachelor of Commerce - BCom Honors Accounting and Finance 8.61 CGPA (First Division with Distinction)Activities and Societies: •Class Representative •Captain of department’s basketball team •Secretariat-Catalyst(Finance Club) •Secretariat- Aprajit(Sports Club)

Lotus Valley International School
2010 - 2018
Experience

S.T Leather Arts
Mar 2021 - Sept 2021Management TraineeImprovised B2B communication with clients and digitised processes like client onboarding and product development; saved the firm around 300 hours of travel time and $5000 in company expenditures per annum● Spearheaded a shift to greener raw materials from synthetic polyester yarn, which had a larger carbon footprint, enhancing client benefits and enabling the company to earn carbon points in an export-driven market● Analysed historical production data of the past 3 years to address cash conversion cycle issues, optimising inventory levels and enhancing operational efficiency for working capital management Show less

WearADHD
Jun 2022 - Dec 2022Strategy Manager● Led a team of 5 to analyse customer demographics and emerging trends in hip-hop fashion, aligning product offerings with market preferences and improving customer-targeted strategies.● Established and monitored KPIs to assess the effectiveness of strategic initiatives, making data-driven adjustments as needed, leading to a 30% increase in sales

HungerBox
Jun 2023 - Sept 2023Finance Intern● Conducted due diligence on asset management software, evaluating capabilities and compliance, which streamlined integration and enhanced decision-making processes● Identified and resolved software bugs by coordinating with the IT team and workflow inefficiencies, aiding the successful implementation of asset management software through comprehensive testing and reporting● Led the onboarding of an asset management software, managing $1.2M in assets across locations, collaborating with cross-functional teams to ensure seamless integration and reducing manual tracking by 30%● Developed standardised financial reports, improving data accuracy by 25%, and trained 10+ team members, resulting in a 20% increase in operational efficiency and streamlined asset management processes Show less

Client Associates
Jul 2024 - nowWorking as a Portfolio Analyst at the India's First and the largest "Multi Family Office Firm" founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Assisting HNIs in building their portfolios and diversifying their investments.Interacting with fund managers and business partners in order to understand the upcoming trends and funds in the ecosystem.
Portfolio Analyst
Sept 2024 - nowPortfolio Analyst Intern
Jul 2024 - Sept 2024
Licenses & Certifications
- View certificate
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NISM-Series-V-A: Mutual Fund Distributors Certification Examination
National Institute of Securities Markets (NISM)Aug 2024 - View certificate

CFA Program Level I
CFA InstituteApr 2024 - View certificate

Design Thinking - A Primer- Silver medalist
NPTEL
Volunteer Experience
Volunteer
Issued by Niveda Foundation on Jun 2022
Associated with Khushaal Kumar
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