Bikash Kumar

Experience

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  Rupeemakers

  Feb 2018 - May 2018

  Research Assistant

  - Make field trips with senior management, interview company executives, prepares minutes and files to develop and maintain information sources to assist in analysis activities.- Develop and maintain relationships with the investor relation personnel and management of the companies under coverage.- Streamline data mining capability of a proprietary universe using excel pivot table, v-lookup, h-lookup, functions and nested formulas.- Part of research team for development of mutual funds research reports and financial models.- Monitor, evaluate and compile annual financial results, news, events to assist the research report team.- Perform other related duties, investigate industry outlooks, economic trends, product segment, competitors and management.- Part of research team to forecast terminal value by assumptions through discounted cash flow.- Handled investor queries regarding subscription agreement, and management fees. Show less

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  Indxx

  Jan 2019 - Mar 2021

  Senior Analyst

  -The profile involves creating thematic and custom indices hence, responsible for creating ETFs and Index products from scratch.-Customised index solution benchmarking for creation of passive investment products including ETFs and Index Funds.-Created indices based on themes such as health, technology, millenials, infrastructure, cloud computing, cannabies and renewable energy Indices.-Prevalent market trends identification, creation of research paper (internal use), Index creation.-Gather and analyse financial data from a variety of sources, like Bloomberg, Thomson Reuters and FactSet.-Perform other related duties, investigate industry outlooks, economic trends, product segment, index competitors and management.-Adjustment and tracking of daily corporate actions for securities present in the created Index.-Performed detailed market analysis of different family of indices for the client's Newletter.-Conducted in-depth financial research on companies to recognise the potential constituents of portfolio. Show less

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  Acuity Knowledge Partners

  Apr 2021 - Dec 2022

  Senior Associate

  -Responsible for end-to-end development of passive investment strategies for investment funds (ETFs). -Successfully created and reviewed 25+ investment indices and ETFs.-Created methodology and identified quantitative/ qualitative factor matrix for index and ETFs creation.-Collaborating with the engineering team and onshore team to define the product launch, product strategy and product road map.-Conducted in-depth research and analysis on Thematic investing and identified key themes for indices. -Working on customized and Thematic Indices, ETFs product development based on client requests and inhouse business requirements from scratch.-Periodic review and rebalancing of the Equity Indices of different global equity portfolio indices. Prepare regular research reports and communicate the findings of analysis to senior team.-Write comprehensive research reports and findings; draft reports/notes on relevant investment themes, product strategies and corporate actions. Show less

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  S&P Global

  Dec 2022 - now

  Index Manager

  The profile involves launch, review and maintenance of S&P Dow Jones Equity Indices.