Kushal Agarwal, CFA

Experience

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  Godrej & Boyce Mfg. Co. Ltd.

  Dec 2010 - Feb 2013

  Programmer Analyst - ERP Consultant

  End to end implementations of ERP modules; skills developed in business process analysis and consulting

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  Hatchwell and Goyache Associates, S.L. (JV with Excem Group, S.A.)

  Jun 2014 - Jun 2014

  Analyst – Internship Project

  Prepared the investment rationale and financial model for a cement grinding & blending plant: Analysed the plant, cement industry value chain, geographical market and competitors, and construction sector’s growth

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  Investopedia

  Aug 2014 - Sept 2015

  Independent Contributor

  Authored multiple articles on Investment and Finance topicsLinks to a few of them below:

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  Tata Consulting Engineers Limited

  Oct 2014 - Dec 2014

  Corporate Finance Intern

  Evaluated Financial Performance of the company vs. industry peers and prepared a Benchmarking report. Analyzed Working Capital efficiency and proposed a cash discount system to reduce Cash Conversion Cycle. Created a financial proposal with forecasted financial statements for a preform manufacturing unit in Nigeria

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  Bank of America Continuum India Pvt. Ltd.

  Apr 2015 - Jul 2016

  Investment Banking Analyst, Energy and Power

  Worked on oil & gas asset divestments, power project proposals, asset injections in energy and power companies. Created financial models, pitch-books & offering memoranda for deal origination & execution. Closely aligned with bankers from global offices (New York, Houston, Calgary, London, Hong Kong, Seoul) with continued interaction throughout the investment pitch and deal processes.Received the Bank of America Employee Recognition award for outstanding performance twice in consecutive quarters Show less

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  DSP BlackRock Investment Managers

  Aug 2016 - May 2019

  Manager, Investment Product Development & Management

  Investment Products expert and primary point of contact for internal sales and external advisors and product gatekeepers for DSP mutual funds and alternate investment funds.Developed, executed and maintained Mutual Fund and Alternate Investment Fund products across asset classes. Collaborated with various teams including Fund Admin, Fund Accounting, Operations, Compliance, Investment, Sales & Marketing to execute launch of Funds.Structured an India Long-Short equity hedge fund in Mauritius, raised ~C$200 mn from a Canadian Pension FundConceptualized and developed a hedged equity strategy fund using ITM Put Options, raised ~C$130 mnLed product development and launch initiatives for a roll-down strategy Corporate bond fund, raised C$55 mnCreated investment communication pieces including newsletters and presentations highlighting investment strategies, reasons to invest and investment recommendations.Gained expertise in fund analytics including portfolio positioning, and performance attribution to position products and investment strategies to advisors, product gatekeepers and internal sales teams. Show less

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  Harvest ETFs

  Jan 2020 - now

  Investment research and analysis for the US Healthcare sector and the Blockchain industryLed product development & launch for TRVL & ORBT – Canada’s 1st for Travel & Leisure and Space InnovationMarket intelligence - Created models to measure and analyze Harvest ETFs’ flows, and category-wise ETF flows in Canada to identify trendsOptimized investment operations and reporting processes to save at least 20 man-hours per monthPerformed daily reconciliation and analytics related to ETFs including oversight of underlying portfolios Show less

  • Portfolio Manager

    Nov 2021 - now

  • Investment Analyst

    Jan 2020 - Nov 2021