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Jatin Bansal

Jatin Bansal

Research Fellow

Followers of Jatin Bansal3000 followers
location of Jatin BansalDelhi, India

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  • Timeline

  • About me

    Hedge Fund Analyst - Alta Cura | CFA Charterholder | SSCBS

  • Education

    • D.A.V public school pushpanjali

      2005 - 2016
      Mathematics and Computer Science

    • Shaheed Sukhdev College Of Business Studies

      2016 - 2019
      Bachelor of Finance and Investment Analysis Finance, General 9.1

      Activities and Societies: Advisory Committee Member of Ecovision- The Economics Society

  • Experience

    • Lendbox

      Dec 2016 - Jan 2017
      Research Fellow

      The project involved building business model for Lendbox, a peer-to-peer lending startup and using non-traditional data for credit ratings of unbanked borrowers.

    • Firestorm Advisory

      Oct 2017 - Nov 2017
      Research Intern

      The project involved building regression model for Firestorm, an advisory and consulting startup and using secondary data to analyze the cryptocurrencies and forecast the future of same.

    • FinMen Advisors Private Limited

      May 2018 - Jul 2018
      Finance Intern

      Critiqued the credit worthiness of company’s debt instruments by evaluating their business, management and financial risk. Performed credit reviews on corporations to assess financial conditions. Improved understanding of financial statements, which helped in assessing risk.

    • Sana Securities

      Jun 2018 - Oct 2018
      Investment Analyst

      Created historical and projected financial models, analyzing key financial metrics to differentiate among companies. Made buy, hold, or sell investment recommendations incorporating fundamental credit outlook. Evaluated company’s key business drivers and trends, along with analysis of business plans, and industry presentations

    • Gemini Solutions Pvt Ltd

      Jun 2019 - Dec 2019
      Business Analyst

      Developed an interactive excel dashboard for generating reports using VBA and Power Query. Interfaced with cross-functional team to determine comprehensive list of requirement specifications for new applications.

    • AccuraCap

      Jan 2020 - Mar 2022
      PMS Analyst

      Prepared Portfolio Reviews, Investment Proposals & Investment Mandate as per profile of clients. Devised various trading strategies for futures and options instruments. Prepared simulations and analysis across model portfolios, performance simulations and calculations.

    • Alta Cura Technologies

      Apr 2022 - now
      Lead Analyst

      Building Alta Cura AI Absolute Return Fund

  • Licenses & Certifications

    • Cleared CFA Level 3

      CFA Institute
      Sept 2022