Investment Analyst Market Research
Resume:
Akhil Mahanti
Ashburn, VA 20147
**********@*****.***
Objective: Dynamic and results-oriented Investment Analyst with a proven track record in finance and investments, particularly focusing on Emerging Market (EM) equity. Armed with advanced education in finance and mathematics, coupled with hands-on experience in conducting market research, quantitative analysis, and portfolio management. Seeking to leverage expertise and skills to contribute effectively to a progressive organization in the finance sector.
Work Experience:
Bluejay Investments
Investment Analyst, Ashburn Jan 2022 - Present
• Conducted comprehensive market research on EM equity, providing valuable insights for investment decisions.
• Assisted in quantitative and qualitative analysis of EM equity managers, contributing to effective portfolio management strategies.
• Monitored and enhanced the performance of existing EM portfolios, analyzing risk and performance attributions to optimize investment outcomes.
• Contributed to the development and enhancement of tools for quantitative analysis, including manager selection and risk management.
• Participated in the development and testing of financial models, focusing on extreme scenarios and hedging methods.
• Managed and maintained databases related to various investment spaces, ensuring accuracy and accessibility of data for decision-making processes.
• Provided support in various projects within the organization, demonstrating flexibility and adaptability in tackling diverse tasks.
• Managed and oversaw asset portfolio of high net worth.
• Delivered strong returns on portfolio and increased the size by multifold.
• Analyzed financial data on Bloomberg and other financial data sources for investment opportunities and risks.
• Managed full-cycle bookkeeping, AP/AR, payroll reconciliation, and monthly close for
a $6 M budget.
Prepared and submitted grant reports and invoices for over 10 local, state, and
federal funding sources
Assisted in audit preparation, coordinating with external auditors and reconciling
general ledger accounts.
Maintained donor and client databases, ensuring accurate financial documentation
and reporting compliance.
Represented the finance team in meetings with funders and program directors.
• Calculate ratios on company balance sheet, income statement to derive financial
health of the company for investment decisions.
• Conduct research and analysis on equities, bonds, derivatives and market trends.
• Employed hedging strategies to mitigate financial risk in a volatile market environment.
• Provide updates on performance analysis of the portfolio to stakeholders in a timely manner.
• Developed investment strategies based on risk tolerance and financial goals.
• Maintained records and track trade transactions for daily and monthly reporting purposes.
• Gained experience in portfolio management, equity research, derivatives, technical analysis on alternative & major asset classes.
• Generated DCF-analysis on several diverse companies
• Proficient in Microsoft Excel, Macros, and Power Point.
• Currently pursuing CFA Certification and Finra Series 7 Exam.
Freddie Mac, McLean, VA May 2018- August 2018
Intern, Loan Data Analyst
• Managed and analyzed home loan data (FI) used in the packaging of MBS in the Single-Family Division
• Assisted lead analyst on managing Credit Risk Transfer data according to the business requirement document.
• Presented group research on leveraging current database sources with AWS and Denodo data virtualization platform to higher management.
• Attended training on securities, bonds, and fixed income.
• Participated in Scrum Standups, Sprint planning, Sprint backlog grooming, Sprint Retro meetings.
• Analyzed loan data and created presentations on Denodo Cloud Platform and Hybrid-Cloud Platform and presented team lead.
PROJECTS
Bluejay Investments, Ashburn, VA May 2021 – Present
• Run an investment blog at: www.bluejayinvestments.com
• Post structured thoughts on political and economic scenarios in which I conduct trades.
• Option trades, probabilities, aggressive and defensive
Emerging Markets and Blue chip
• Looking to automate some processes (in-progress)
Stock Valuation Tool in Python May 2019 – May 2020
• Used IEX Finance package to import fundamental data about the company
• Developed data structure required to support the rest of the DCF
• Implement data stream pipeline for key performance metrics and drivers (in-progress)
Stock Risk/Return & Portfolio Analysis, Blacksburg, VA August 2018 – December 2018 Research
• Aggregated daily returns (past 5 years) of 5 stocks utilizing data in Yahoo Finance
• Conducted a portfolio analysis and calculated different risk measures such as Sharpe ratio/sd/var/beta
• Created distribution plot of returns and efficient frontier to determine optimal capital structure
• Compared risk profiles with each other to evaluate best vehicle of investment using ratio analysis
Twitter Sentiment Analysis, Blacksburg, VA January 2017 – July 2018
Research
• Conducted web-scraping analysis on the 2016 Presidential Election from Twitter feed using Python
• Predicted President Trump’s victory over Hillary Clinton using keyword filters
ACTIVITIES AND HONORS
Professional Leadership Development Team January 2018- Present
Materials Committee
• Helped plan Pamplin Leadership Development Conference
• Participated in The Big Event volunteer day by conducting a local church with yard work
• Nominated for Outstanding Organization of the Year 2018
Finance Club August 2017- 2020
Club Code August 2017- 2018
Dean’s List
Skills:
• Proficient in Microsoft Excel, including Excel macros, Word, and PowerPoint.
• Familiarity with quantitative analytical packages such as Python, R, and MATLAB.
• Strong econometric, statistical, and mathematical skills with a focus on finance and financial economics.
• Excellent analytical and problem-solving abilities, both quantitative and qualitative.
• Outstanding communication skills, both verbal and written, with experience in presentations and trainings.
• Proven capacity to multi-task, deliver results, and thrive under pressure.
Nonprofit Accounting & Bookkeeping
Budgeting & Forecasting
Financial Reporting & Audit Preparation
Grant Compliance & Fiscal Administration
Intuit QuickBooks & Microsoft Excel
Database Management (Donors, Clients, Vendors)
Multicultural Team Collaboration
Bilingual in English/Telugu/Spanish
• Strong team player with excellent interpersonal skills and a commitment to a collaborative work environment.
• Adherence to the highest ethical standards in all professional endeavors.
• DCF Modeling, Excel VBA, Bloomberg Terminal Functions, Statistics, Python, Rapid SQL, R Studio, Tableau, Java, Capital Budgeting, Financial & Managerial Accounting, MATLAB, Portfolio Management, Power BI etc.
CERTIFICATIONS
Wharton FinTech Certification Program at UPenn August 2022 – October 2022
Completed FinTech certification that would allow me to expand my knowledge in the financial markets with an emphasis Technology.
Bloomberg Market Concepts Certified December 2018
PMI Financial Forecasting with Big Data Certification.
Interests: Reading, Financial Markets, Poker, Chess, Sports, Sales, Film
EDUCATION
Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA 2021
BS in Business and Finance: Chartered Financial Analyst (FCFA)
Contact this candidate