Akshat Vashistha

Investment Analyst at Financial Orbit Limited
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Contact Information
Location
Exeter, England, United Kingdom, UK

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • May 2023 - Present

      • Conducting in-depth analysis of financial data to assess investment opportunities and risks • Developing financial models and forecasting future financial performance • Valuation using DCF and DDM models and other equity valuation methods. • Conducting market research to identify trends and opportunities • Presented my investment thesis to a panel of industry experts in London. • Conducting in-depth analysis of financial data to assess investment opportunities and risks • Developing financial models and forecasting future financial performance • Valuation using DCF and DDM models and other equity valuation methods. • Conducting market research to identify trends and opportunities • Presented my investment thesis to a panel of industry experts in London.

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Equity Portfolio Manager
      • Nov 2022 - May 2023

      • Using LSEMN (long-short equity market-neutral) strategy, delivered a 18% return on long positions and a 30% return on short positions in 4 months working collaboratively with a team of risk analysts and ESG advisors to develop investment strategies. • Performed equity/fixed-income research and developing strategies for dynamic asset allocation models • Valuating equites using DDM, Gordon Growth model (GGM), Discounted cash flow model (DCF) • Part of a team of portfolio managers responsible for creating a beta neutral portfolio of £7000 Show less

    • Belgium
    • Construction
    • 1 - 100 Employee
    • Founder
      • Feb 2021 - Sep 2022

      www.ruel.co.in instagram/ruel.co.in Founded a transparent, fragrance free formulation skincare startup Researched quality ingredients and coordinated with a formulation scientist to execute chemical formulation Third party contracts for manufacturing Came up with an out of the box delivery packaging replacing cardboard box with a branded face towel to get rid of boring cardboard package that will end up in bin. Creating an e-commerce store with website page designs, Payment gateway integration, Shipping automation, Managing social media. Show less

    • Account Executive
      • Aug 2020 - Apr 2022

      • Preparation of Vouchers and Accounting reports for 40+ Clients • Preparing MIS reports using advanced excel for clients • Assistance in Internal Audit & Statutory Audit verifying fiscal year budget, Invoices and bills & Transaction • Submission of data to Statutory team for further compliances • Assistance in preparation of replies for Statutory Authorities • Preparation of Vouchers and Accounting reports for 40+ Clients • Preparing MIS reports using advanced excel for clients • Assistance in Internal Audit & Statutory Audit verifying fiscal year budget, Invoices and bills & Transaction • Submission of data to Statutory team for further compliances • Assistance in preparation of replies for Statutory Authorities

    • Türkiye
    • Advertising Services
    • 100 - 200 Employee
    • Operations Intern
      • Oct 2017 - Jan 2018

      • Core team member in launching Uber moto bike rides in Rajasthan, coordinated with banks to provide easy loans to prospective driver partners so that financial constraints doesn’t stop them from employment. • Planned sources for extra earning for our driver partners. Finding ad agency vendors, negotiating with them, preparing necessary logistics for Advertising on Uber cabs to get more revenue for Uber and our Driver partners. • Assisted in weekly payments to our driver partners, making spreadsheets for deductions and fraud control using advanced Excel. • Solely Planned and executed Christmas event ‘Uber Santa’ Where we surprised our driver partners with Uber branded mufflers and goodie bags to increase brand awareness Show less

Education

  • University of Exeter
    Master's degree, Financial Analysis and Fund Manangement
    2022 - 2023
  • University of Technology, Jaipur, Rajasthan
    Master of commerce, 8.11 CGPA
    2018 - 2020
  • St. Xavier's College
    Bachelor of Commerce - BCom, Accounting and Finance
    2014 - 2017
  • Neerja Modi School
    High school, Commerce
    2013 - 2014

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