Manan Joshi
Finance
Mumbai
Summary
Beginning my professional journey in finance, i later ventured into business administration and now i am poised to re-enter the realm of finance.
Financial associate, with a strong background in financial analysis. Accomplished in team leadership and possessing a MBA in Finance. Seeking to leverage expertise to provide valuable insights and strategic recommendations for financial institutions.
Adept at research and time management. Recognized for consistently delivering exceptional results and exceeding performance targets. Future goals include driving a career in Finance to contribute to the sector's growth and learn about diverse financial transactions and market trends.
Overview
6
6
years of professional experience
3
3
Certifications
Work History
Business Administrator
Polypack Ind
05.2021 - 05.2024
- Coordinated company-wide events, including conferences, meetings, and workshops, ensuring seamless execution and positive attendee experience.
- Managed a team of administrative professionals, providing guidance and support to ensure successful completion of daily tasks.
- Negotiated contracts with vendors for optimal pricing terms while maintaining high-quality products or services received in return.
Portfolio Analyst
Aranca
03.2019 - 04.2021
- Conducted regular meetings with clients to review portfolio performance, address concerns, and offer recommendations for adjustments as needed.
- Kept up-to-date on market trends, regulatory changes, and industry news to inform investment decisions.
- Implemented effective risk management practices to minimize potential losses while maximizing returns.
- Identified new business opportunities by leveraging market insights and networking with industry professionals.
Finance Analyst Intern
Morning Star
07.2018 - 01.2019
- Monitored industry trends and competitor performances to provide valuable context for internal benchmarking initiatives.
- Evaluated investment opportunities through thorough due diligence and risk assessment procedures, contributing to informed decision-making processes.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Generated comprehensive reports on portfolio performance and risk assessment.
Education
MBA (Part Time- On Campus) - Finance
NMIMS
Mumbai, India 04.2001 -
Bachelor's in Financial Markets - Finance
KJ Somaiya College of Arts And Commerce
Mumbai, India 04.2001 -
HSE - Commerce
KJ Somaiya College of Arts And Commerce
Mumbai, India 04.2001 -
Skills
Financial analysis
Equity research
Financial Forecasting
Presentation Skills
Investment Analysis
Financial Modeling
Research & analysis
Financial Planning
Certification
Technical Analysis- BSE
Timeline
Data analysis- Google
09-2021
Business Administrator
Polypack Ind
05.2021 - 05.2024
Financial modelling- coursera
05-2020
Portfolio Analyst
Aranca
03.2019 - 04.2021
Technical Analysis- BSE
01-2019
Finance Analyst Intern
Morning Star
07.2018 - 01.2019
MBA (Part Time- On Campus) - Finance
NMIMS
04.2001 -
Bachelor's in Financial Markets - Finance
KJ Somaiya College of Arts And Commerce
04.2001 -
HSE - Commerce
KJ Somaiya College of Arts And Commerce
04.2001 -
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