Aashish Kumar Agarwal
Equity Research and Portfolio Analytics Associate at Botticelli Capital Partners LLC- Claim this Profile
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Bio
Credentials
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CFA Level 2
CFA InstituteAug, 2019- Nov, 2024 -
Bloomberg Market Concepts
Bloomberg LPOct, 2018- Nov, 2024 -
Excel for Finance & Financial Modeling
Wall Street PrepSep, 2018- Nov, 2024 -
Accounting Technician Ceriticate
The Institute of Chartered Accountants of IndiaMay, 2014- Nov, 2024 -
CFA Institute - 2020 Research Challenge
CFA Institute
Experience
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Botticelli Capital Partners LLC
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United States
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Financial Services
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1 - 100 Employee
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Equity Research and Portfolio Analytics Associate
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Oct 2019 - Present
Built an excel based portfolio analytics model to track the top performance contributors, price and volume-weighted returns, last price to 52-week high-low ratio and monitor a universe of potential additions on a daily basis Developed a monitoring model in excel to calculate 500 stocks for their performance statistics such as moving average, correlation with market and charts with six different timelines to assist the fund manager in active investment decisions Incorporated database… Show more Built an excel based portfolio analytics model to track the top performance contributors, price and volume-weighted returns, last price to 52-week high-low ratio and monitor a universe of potential additions on a daily basis Developed a monitoring model in excel to calculate 500 stocks for their performance statistics such as moving average, correlation with market and charts with six different timelines to assist the fund manager in active investment decisions Incorporated database techniques in a model to compute the Portfolio characteristics such as daily portfolio value, returns and risk analysis (annualized excess returns over S&P 500 TR, standard deviation, tracking error, beta, Sharpe and Treynor ratio) and highlight the overperforming and underperforming stocks in the portfolio Performed valuation for stocks using DCF and look through earnings methods to derive a fair value of stocks and determine the potential over an investment horizon of 5 years (Adobe, Paypal Amazon, Costco, Twitter) Researched Fintech Industry (Adyen, PayPal, Visa, Mastercard) and prepared a detailed report highlighting the impact of small players such as Paymentus on future revenue projections of tech giants Show less Built an excel based portfolio analytics model to track the top performance contributors, price and volume-weighted returns, last price to 52-week high-low ratio and monitor a universe of potential additions on a daily basis Developed a monitoring model in excel to calculate 500 stocks for their performance statistics such as moving average, correlation with market and charts with six different timelines to assist the fund manager in active investment decisions Incorporated database… Show more Built an excel based portfolio analytics model to track the top performance contributors, price and volume-weighted returns, last price to 52-week high-low ratio and monitor a universe of potential additions on a daily basis Developed a monitoring model in excel to calculate 500 stocks for their performance statistics such as moving average, correlation with market and charts with six different timelines to assist the fund manager in active investment decisions Incorporated database techniques in a model to compute the Portfolio characteristics such as daily portfolio value, returns and risk analysis (annualized excess returns over S&P 500 TR, standard deviation, tracking error, beta, Sharpe and Treynor ratio) and highlight the overperforming and underperforming stocks in the portfolio Performed valuation for stocks using DCF and look through earnings methods to derive a fair value of stocks and determine the potential over an investment horizon of 5 years (Adobe, Paypal Amazon, Costco, Twitter) Researched Fintech Industry (Adyen, PayPal, Visa, Mastercard) and prepared a detailed report highlighting the impact of small players such as Paymentus on future revenue projections of tech giants Show less
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LOTUS FINCORP LIMITED
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India
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Financial Services
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Assistant Manager
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Dec 2016 - May 2018
Treasury management of $25 million involved evaluating the money market instruments, maximizing returns from temporary idle funds and ensuring ready availability of funds for ongoing projects valuing Computed ROI to compare project viability study for seven projects and assist the investment decision-making process Acquired debt syndication of $11 million from specialist financiers by designing fundraising programs Treasury management of $25 million involved evaluating the money market instruments, maximizing returns from temporary idle funds and ensuring ready availability of funds for ongoing projects valuing Computed ROI to compare project viability study for seven projects and assist the investment decision-making process Acquired debt syndication of $11 million from specialist financiers by designing fundraising programs
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Grant Thornton Bharat LLP
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India
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Accounting
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700 & Above Employee
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Analyst
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Oct 2013 - Oct 2016
Led the statutory audit team of five people in the valuation of an investment portfolio worth $15 billion, comprising of equities, Indian sovereign credit issuance, real estate and MMIs for the IPO of the leading private life insurer in India Verified the operational, credit, market, liquidity, concentration risks and off-balance exposure components involved in determining the capital adequacy ratio of Westpac bank (India) Performed Consolidation, Limited Review for listed Conglomerate… Show more Led the statutory audit team of five people in the valuation of an investment portfolio worth $15 billion, comprising of equities, Indian sovereign credit issuance, real estate and MMIs for the IPO of the leading private life insurer in India Verified the operational, credit, market, liquidity, concentration risks and off-balance exposure components involved in determining the capital adequacy ratio of Westpac bank (India) Performed Consolidation, Limited Review for listed Conglomerate under IndAS (IFRS equivalent), US GAAP, performed and documented the audit procedures required for investments, revenue, borrowings and finance cost Won the Firm recognition award for outstanding performance in 2015 and 2016 from over 1000 audit analysts Show less Led the statutory audit team of five people in the valuation of an investment portfolio worth $15 billion, comprising of equities, Indian sovereign credit issuance, real estate and MMIs for the IPO of the leading private life insurer in India Verified the operational, credit, market, liquidity, concentration risks and off-balance exposure components involved in determining the capital adequacy ratio of Westpac bank (India) Performed Consolidation, Limited Review for listed Conglomerate… Show more Led the statutory audit team of five people in the valuation of an investment portfolio worth $15 billion, comprising of equities, Indian sovereign credit issuance, real estate and MMIs for the IPO of the leading private life insurer in India Verified the operational, credit, market, liquidity, concentration risks and off-balance exposure components involved in determining the capital adequacy ratio of Westpac bank (India) Performed Consolidation, Limited Review for listed Conglomerate under IndAS (IFRS equivalent), US GAAP, performed and documented the audit procedures required for investments, revenue, borrowings and finance cost Won the Firm recognition award for outstanding performance in 2015 and 2016 from over 1000 audit analysts Show less
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Education
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2018 - 2020
Baruch College
MS Finance, Finance, General -
2011 - 2014
Narsee Monjee College of Commerce and Economics
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2002 - 2006
Mayo college Ajmer
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