Fund Management Associate

• Jun 2022 - Present

Global Markets Dealer

• Jan 2022 - Jun 2022

• Dealing for our Global Investing PMS (GMAAP), Global Fixed Income PMS (GFIP) & Global Investment Fund (GFF).• Tracking Global Fixed Income ETFsAbout First Global:First Global is India's first (& only) global securities firm, operating in multiple countries, for the past 20+ years. We research & trade securities, and manage money, in India & globally.The First Global Investing Edge: Combining Human Intelligence with Artificial Intelligence, to deliver great portfolio returns. Our managed investment products have delivered stellar results across periods.Our India Portfolios have delivered 32% CAGR over 20 years. Our Global portfolios delivered 18%+ CAGR in USD terms over 5 years, & 40% in USD terms, in 2019.

Option Trader

• Oct 2021 - Jun 2022

• Executing Quantitatively Developed Options Trading Strategy In Global Markets.• Entitled to follow trade signals generated by an in-house algorithm developed and takes trades accordingly.

Advisory PMS Dealer

• Feb 2019 - Oct 2021

• Execution of Large Volume Trades and Fixed Income Trades For Corporate / HNI Clients. • Updating And Managing Portfolio Details Of Various Asset Classes Like Equity, Fixed Income, and Mutual Fund. • Analysing Funds Performance By Going Through Fund Cash Flows & Quarterly Financial Reports. Client Reports - MIS • To Prepare Allocation Master For Accurate Allocation For More Than 1500 Clients On Excel. • Analyzing And Calculating Fund Valuation Data Such As Investment Cost, and Realized / Unrealized Value. • Preparation of Portfolio Returns Report, Portfolio Accounting, Fees And Commissions, Rebalancing. • Handling and Managing Portfolio Management Software - Mprofit • Maintaining Stocks Daily Delivery Data, FII & DII Data, Bulk-Block Deals.

Equity Dealer & Compliance Associate

• Jan 2018 - Dec 2018

Equity Dealer & Compliance Associate Equity Dealer & Compliance Associate