Harshvardhan Agrawal, CFA
Investment Analyst at IDFC Mutual Fund- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Bandhan Mutual Fund
-
India
-
Financial Services
-
200 - 300 Employee
-
Investment Analyst
-
Oct 2021 - Present
Mumbai
-
-
-
Infina Finance Private Limited
-
India
-
Financial Services
-
1 - 100 Employee
-
Investment Analyst
-
Nov 2017 - Oct 2021
Mumbai Area, India Sector analyst for an absolute return fund at Infina Finance. Infina Finance is an investment company jointly owned by Kotak Mahindra Bank and the Uday Kotak family. --> www.infina.co.in
-
-
-
-
Investment Analyst
-
Mar 2016 - Nov 2017
Mumbai Area, India
-
-
-
Motilal Oswal Financial Services Ltd
-
India
-
Financial Services
-
700 & Above Employee
-
Equity Research Associate
-
Feb 2015 - Feb 2016
Mumbai Sector analyst at the institutional research desk. Covered NBFC sector and initiated coverage on multiple companies.
-
-
-
Aranca
-
India
-
Research Services
-
500 - 600 Employee
-
Research Analyst
-
May 2013 - Jan 2015
Mumbai • Analyze banks and companies in financial services sector and provide an investment opinion • Develop customized financial valuation models • Write industry and country research reports that help clients better understand macroeconomic scenario and industry drivers • Contribute to and prepare presentations, pitch books for clients
-
-
-
SP Jain School of Global Management - Dubai, Mumbai, Singapore & Sydney
-
Australia
-
Higher Education
-
700 & Above Employee
-
MBA (Investment Banking and Wealth Management)
-
Apr 2012 - Apr 2013
Singapore MBA (Investment Banking and Wealth Management) at SP Jain School of Global Management.
-
-
-
Merrill Lynch
-
United States
-
Financial Services
-
700 & Above Employee
-
Senior Software Engineer
-
May 2010 - Apr 2012
Mumbai Area, India • Managed applications that house ISDA agreements used to manage credit risk in OTC derivatives market for Bank of America • Awarded ‘Silver Award’ in Q2-2010 for requirements gathering activity of SPV(Special Purpose Vehicle) project, outcome of the order of Federal Reserve to better track SPV companies after the 2008 financial crisis. Timely and effective requirement gathering ensured that the project was implemented on time and my organization was able to meet deadline set by Federal… Show more • Managed applications that house ISDA agreements used to manage credit risk in OTC derivatives market for Bank of America • Awarded ‘Silver Award’ in Q2-2010 for requirements gathering activity of SPV(Special Purpose Vehicle) project, outcome of the order of Federal Reserve to better track SPV companies after the 2008 financial crisis. Timely and effective requirement gathering ensured that the project was implemented on time and my organization was able to meet deadline set by Federal Reserve. • Part of strategic initiative of bank to reduce the number of technical and functional queries raised by users. Have been able to reduce the number of queries from users by approx. 20%. • Topper of Bank of America’s 6 month certification program on Capital Markets, pre-requisite to change from technical to functional role. Over 100 people participated in the program • Initiated a learning program to teach financial terms to technology employees in the business unit • Mentored junior and new team members Show less
-
-
-
Mastek
-
United Kingdom
-
IT Services and IT Consulting
-
700 & Above Employee
-
Software Engineer
-
Jul 2007 - May 2010
India • Designed and developed software systems for Land Revenue Department of Scottish Government • Awarded for developing utilities to automate daily tasks. Resulted in daily savings of 10 man hours • Recognized by top management for being instrumental in getting the organization PCMMi Level 5 certified • Led a 5-person team for implementing framework changes, which improved the reusability in the system by 15%.
-
-
-
Infosys
-
India
-
IT Services and IT Consulting
-
700 & Above Employee
-
Software Engineer
-
Aug 2006 - Jul 2007
Pune/Bangalore Managed software change activities for ABN AMRO’s fixed income and wholesale banking operations
-
-
Education
-
S P Jain School of Global Management
Master of Business Administration (M.B.A.), Finance -
CFA Institute, USA
CFA -
Vidyalankar Institute Of Technology
Engineer's Degree, Information Technology