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Siddharth Bhatnagar

Siddharth Bhatnagar

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location of Siddharth BhatnagarNew Delhi, Delhi, India

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  • Timeline

  • About me

    CFA Level 2 Candidate | FRM Level 1 Cleared | Personal Portfolio Manager | Financial Derivatives | Intertrust Group | DDUC'22 | AFGJI'19

  • Education

    • Air Force Golden Jubliee Institute

      2006 - 2019
      Commerce 91.4% in 12th grade

      Activities and Societies: Soccer Chess Basketball Quizzing

    • Deen Dayal Upadhyaya College

      2019 - 2022
      Bachelor of Commerce - B.Com (H) Accounting and Finance 8.78 CGPA

      Activities and Societies: -President of Quizzing Society (Sangyaan) -Senior board member at Finance Society (Fin-S) -General Secretary at Quizzing society ( Sangyaan) -Participated and won various Football Tournaments, -Participated and won 10+ Quizzes and Business Competitions. Semester-61. Auditing and Corporate Governance2. Goods and Service Tax and Custom Laws3. Fundamentals of Investment4. International BusinessSemester-5 1. Financial Management2. Principles of Marketing3. Organisational Behaviour4. Financial Markets, Institutions & ServicesSemester-4 1. Cost Accounting2. Business Mathematics3. Computer Applications in Business4. Public Finance5. Leadership and Team DevelopmentSemester-3… Show more Semester-61. Auditing and Corporate Governance2. Goods and Service Tax and Custom Laws3. Fundamentals of Investment4. International BusinessSemester-5 1. Financial Management2. Principles of Marketing3. Organisational Behaviour4. Financial Markets, Institutions & ServicesSemester-4 1. Cost Accounting2. Business Mathematics3. Computer Applications in Business4. Public Finance5. Leadership and Team DevelopmentSemester-3 1. Income Tax Law and Practice2. Human Resource Management3. Management Principles and Applications4. Digital Marketing5. Money and Banking (Economics)Semester-2 1. Corporate Accounting2. Corporate Laws3. Business Communications (English)4. Macro-EconomicsSemester-1 1. Financial Accounting2. Business Laws3. Micro-Economics4. Environmental Studies Show less

  • Experience

    • Entrepreneurship Development Cell, Deen Dayal Upadhyaya College

      Jul 2019 - Oct 2019
      Member

    • Fin-S, The Finance Society of DDUC

      Aug 2019 - Sept 2021

      • Senior Board member

        Apr 2020 - Sept 2021

      • Member

        Aug 2019 - Apr 2020

    • Sangyaan Quizsoc

      Aug 2019 - Jun 2022

      • President

        Jun 2021 - Jun 2022

      • General Secretary

        May 2020 - Jun 2021

      • Quiz Master

        Aug 2019 - May 2020

    • MilkyBay India

      Mar 2022 - Mar 2023
      Business Analyst

      -Conducted thorough reviews of operations to devise and deploy improvement strategies.-Gathered, documented and modeled data to assess business trends.-Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.-Compiled research data and evaluated them.

    • Intertrust Group

      Mar 2023 - Oct 2023
      Fund Services II GT

      Cash & Position Reconciliation: Reconcile cash balances and security positions between internal systems and custodian statements. Knowledge about automated Machine Learning tools to fasten the process.Fund Administration: Support fund administrators by providing accurate & up-to-date information necessary for net asset value (NAV) calculations. Ensure NAV accuracy by verifying pricing, income, and corporate action data, on a regular basis.Fund Reconciliation: Conduct daily reconciliation of investment portfolios, ensuring accurate alignment of portfolio transactions with custodian records. Detect and resolve discrepancies promptly, minimizing potential financial risks and ensuring compliance with industry regulations.Client Reporting: Collaborate with client service teams to prepare and distribute client statements, NAV reports, and ad-hoc reports. Ensure timely and accurate delivery of critical financial information to clients, strengthening client relationships.Cross-functional Collaboration: Collaborate with the investment team, custodians, and external vendors to resolve issues and ensure seamless fund operations. Fostered strong working relationships with key stakeholders. Show less

  • Licenses & Certifications

    • NCFM Investment Analysis & Portfolio Management

      NSEIT LIMITED
      Aug 2021

    • NCFM Equity Derivatives: Dealer's module

      NSEIT LIMITED
      Aug 2021

    • NSE Certified Derivatives Pro

      NSEIT LIMITED
      Sept 2021

    • NCFM Fundamental Analysis Module

      NSEIT LIMITED
      Sept 2021

    • NSE Certified Investment Analysis Pro

      NSEIT LIMITED
      Sept 2021

    • NCFM Equity derivatives : Beginner's module

      NSEIT LIMITED
      Mar 2021

    • NCFM Technical Analysis Module

      NSEIT LIMITED
      Aug 2021

    • Microsoft Excel (Advanced)

      Udemy
      Sept 2020

    • Financial Risk Management (FRM) Level 1

      Global Association of Risk Professionals (GARP)
      Sept 2021

    • NCFM Options Trading Strategy Module

      NSEIT LIMITED
      Mar 2021

  • Honors & Awards

    • Awarded to Siddharth Bhatnagar
      Winner , Corporate Finance competition Shaheed Sukhdev College of business studies Feb 2021 Won the award as the best contingent at a big competition.
    • Awarded to Siddharth Bhatnagar
      Winner , Business Quiz Shaheed Sukhdev College of business studies Feb 2020 1st rank at a quiz that was a part of a Contingent event that helped my team to win the event altogether
    • Awarded to Siddharth Bhatnagar
      2nd Runner up , Electoral quiz Office of District Magistrate , Delhi Jan 2020 National level Political Quiz based around elections
    • Awarded to Siddharth Bhatnagar
      2nd Runner up at Geography Quiz KNC , University of Delhi Dec 2019 2nd runner up at an Inter College geography quiz while competing with Geography professionals
    • Awarded to Siddharth Bhatnagar
      Runner up , General Quiz Deen Dayal Upadhyay College Oct 2019
    • Awarded to Siddharth Bhatnagar
      Best Business student award AFGJI Mar 2018 Best student in Business Studies
    • Awarded to Siddharth Bhatnagar
      National level Geography Olympiad finalist GeoGenius Mar 2016 National level Finalist
    • Awarded to Siddharth Bhatnagar
      Geography Olympiad Winner AFGJI Jul 2015