Parthivi Bansal

Portfolio Manager at 360 ONE Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Experience

    • Financial Services
    • 200 - 300 Employee
    • Portfolio Manager
      • Aug 2023 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Strategy and Equity Research
      • Jul 2022 - Aug 2023

      Global Investment Research - Portfolio Strategy - European equity (Macro top-down) - Cross asset allocation Global Investment Research - Portfolio Strategy - European equity (Macro top-down) - Cross asset allocation

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Student Investment Fund Member
      • Sep 2021 - Jul 2022

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Growth Equity Live Project Lead
      • Feb 2022 - Mar 2022

      Pitched 2 growth equity mid-cap tech firms (TMT sector) to the Investment Committee of Raine Group; built valuation models from scratch Pitched 2 growth equity mid-cap tech firms (TMT sector) to the Investment Committee of Raine Group; built valuation models from scratch

    • United Kingdom
    • Financial Services
    • Investment Research Analyst
      • Jan 2021 - Jan 2022

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Impact Investing Analyst
      • Aug 2021 - Oct 2021

      Researched on the landscape of Sustainability Linked Loans and an online platform to measure Impact and generate ESG ratings Researched on the landscape of Sustainability Linked Loans and an online platform to measure Impact and generate ESG ratings

    • India
    • Government Relations Services
    • 400 - 500 Employee
    • Research Intern
      • Jun 2021 - Sep 2021

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Financial Modelling Analyst
      • Jan 2021 - Feb 2021

  • Izhaar
    • New Delhi, Delhi, India
    • Co-Founder
      • Apr 2020 - Dec 2020

      Izhaar is a social initiative to promote awareness about mental well-being and self care. We conduct webinars with psychologists and subsidise therapy for the needy. Please reach out to us on instagram! @izhaar2020 Izhaar is a social initiative to promote awareness about mental well-being and self care. We conduct webinars with psychologists and subsidise therapy for the needy. Please reach out to us on instagram! @izhaar2020

    • India
    • E-Learning Providers
    • 1 - 100 Employee
    • Equity Research Intern
      • Apr 2020 - May 2020

      - Curated four research reports incorporating technical and fundamental analysis of YES Bank, SBI, Cipla and Reliance Ltd. - Applied technical tools like oscillators,moving averages, financial ratios and valuations to make investment recommendations - Identified key growth drivers and underperforming areas for more than 10 FinTech companies and NBFCs - Curated four research reports incorporating technical and fundamental analysis of YES Bank, SBI, Cipla and Reliance Ltd. - Applied technical tools like oscillators,moving averages, financial ratios and valuations to make investment recommendations - Identified key growth drivers and underperforming areas for more than 10 FinTech companies and NBFCs

    • India
    • Financial Services
    • 1 - 100 Employee
    • Investment Management Analyst
      • Jun 2019 - Jun 2019

      - Certified for achieving a profit of INR 2 Lakhs in one week after analysis and investment in State Bank of India - Earned 8% return on client profiles by wealth allocation; Ranked Mutual Funds through Jensen’s alpha and Sharpe’s ratio - Concocted financial models on Excel to ease decision making for loan disbursement based on client Credit Assessment Memo - Certified for achieving a profit of INR 2 Lakhs in one week after analysis and investment in State Bank of India - Earned 8% return on client profiles by wealth allocation; Ranked Mutual Funds through Jensen’s alpha and Sharpe’s ratio - Concocted financial models on Excel to ease decision making for loan disbursement based on client Credit Assessment Memo

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Co Founder, Project Pravaah
      • Jul 2018 - Jul 2018

      - Devised a holistic solution including a self-made air-purifer and indoor air plants to cater to air pollution; conceptualized a business model for converting stubble into pots; created an efficient supply chain mechanism - As an 'Expansion and Public Relations Head', secured partnerships with Green Peace, Lung Care Foundation, Delhi Greens, Hindustan Times and Doordarshan; launched social media page for the project with YOY growth of 100% - Supervised creation of sensitization modules and induced behavioral change among 30,000 people with 1.5 tons of reduced carboon footprint; revamped operations and developed client acquisition strategy in response to COVID-19 Show less

Education

  • London Business School
    Master's degree, Masters in Financial Analysis
    2021 - 2022
  • Shaheed Sukhdev College Of Business Studies
    Bachelor of Business Administration, Business Administration and Management, General
    2018 - 2021
  • The Heritage School, New Delhi
    2004 - 2018

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