Shubham Srivastava

Experience

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  Sinha Tax Consultant

  Jun 2009 - Dec 2013

  ❖ Executing Trades on real time charting software.❖ Organized different economic information and analysing the market through❖ Various Economic Indicators.❖ Various Technical Tools such as Candlestick chart, Stochastic, Moving Average etc.❖ Evaluating financial data and detecting investment trends. ❖ Obtained compensatory risk control for products like Commodities, FX, Equities with MT4, MT5, MaT, VaR etc.❖ Leverage client’s competencies by providing a common vision and ensuring consistency amongst portfolios Show less

  • Market Risk Analyst

    May 2012 - Dec 2013

  • Analyst(intern)

    Jun 2009 - May 2012
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  Harvest International Consortiums India Ltd.

  Jan 2014 - Jun 2015

  Financial Analyst

  𝗝𝗼𝗯 𝗣𝗿𝗼𝗳𝗶𝗹𝗲 -❖ Captured U.S., U.K., Europe and other global markets scenario & economic performance.❖ Interpreted market reports, price, specification and other details for the specific products.❖ Architected measures for reducing market risk factor and effectuated plans to achieve a faster and effective trade.❖ Revaluated financial reports, determining market sentiment via research, valuation and data analysis.❖ Liaising closely with sales staff and inter–dealer brokers, informing sales staff on market movement/prices and gaining information from sales staff about client issues.❖ Executed successful Trades on behalf of Investors and firm by thoroughly analysing the market with the help of technical tools like Candlestick chart, Line chart, Bar chart, Stochastic, Moving average and other tools. ❖ Advised investment services to investors by managing market research with Technical analysis and Fundamental analysis ❖ Applied technical indicators with comparison, correlation, inverses and defined spread research. ❖ Brokered futures products like XAU (Gold), XAG (Silver), Crude Oil, EUR/USD, GBP/USD and USD/JPY.𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙀𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣:❖ Executed low volume of trades during the initial period resulting in a success ratio of 5:2(as per performance report of HIC) using various short term trading strategies based on market condition.❖ Executed large volume of trades with wider exposure at a success ratio of 9:1(as per performance report of HIC) with efficient technical ‘hedging’ strategies in accordance with CoC, MoM & PoP. ❖ Deeply committed to the belief that exhaustive research is the key to success in generating superior risk adjusted return throughout the market cycle.❖ Dedicated years to building existing trading skills through consultation with industry experts including: Rajendra Pillai (HIC) and Richard Tai (HIC).❖ Exposure mostly towards U.S., European and U.K. markets and exchanges. Show less

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  Celtic.co.in

  Jul 2017 - Dec 2017

  Financial Analyst

  ❖ Analysed earnings quality and statements; defined & maintained all risk reducing processes, and managed investor’s account lifecycle.❖ Identified most implementing investment opportunities for investors based on market conditions.❖ Prepared and presented investment philosophy and strategy to existing investors and potential investors. ❖ Exhibited highly administered risk management skills, perseverance and discipline.

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  Visible Alpha

  Feb 2018 - Aug 2020

  Associate- Relationship Management & Support

  ❖ Tracking and performing Fundamental Analysis on some of the largest stocks; communicating daily valuation and relative value in context of recommendation. ❖ Preparing business overview/ landscape of industry by using different buy-side and sell-side ERR; assisting in coverage on uninitiated companies within multiple sectors.❖ Maintaining and forecasting financial models for companies and compiling industry statistics to support research.❖ Mapping financial statement line items on an apple to apple basis using the internal software “Workbench”; managing the conversion of financial data from SAR view to NMV and STD view.❖ Managing due diligence on acquisition opportunities, including coordination and oversight of its impact on the company and its stock; utilizing valuation analysis including DCF, comparable company comps for both sell-side and buy-side. ❖Securing end-to-end experience on deal execution right from deal origination to preparation of client proposals & pitch books, information memorandums, financial models, valuation books, investor presentations, managing due-diligence, process coordination, reviewing term sheets & transaction documents, and overall business advisory. ❖ Performing due diligence including financial analysis for Merger & Acquisition (M&A) activities. ❖ Undertaking comprehensive analysis of business model; assisting in business valuations using DCF & relative approaches. ❖ Managing the structuring, consolidation, and analysis of financial data; preparing and auditing business/ financial due diligence research reports with the objective to understand intrinsic worth of the target company. ❖Researching target companies, marketing businesses to investors and buyers, preparing information memoranda, writing cash flow forecasts/ models and supporting all negotiations. Show less

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  Wells Fargo

  Sept 2021 - Sept 2022

  Equity Research Specialist