Sayyam Daga
Equity Anaylst
Mumbai
Summary
Astute analytical professional adept at reviewing company reports and analyzing financial statements to better formulate an understanding of the company. Primary interests include equity research, corporate finance, and investment management.
Overview
2
2
years of professional experience
15
15
years of post-secondary education
4
4
Certifications
Work History
Benefits Administrator
AJ Bell
10.2022 - 04.2024
- Provided expert guidance to clients regarding various aspects of their pension plans, including investment options, tax implications, and benefit distribution methods.
- Managed complex pension cases, ensuring compliance with federal regulations and company policies.
- Maintained strict confidentiality when handling sensitive employee information related to benefit plans and personal circumstances.
- Resolved participant issues promptly, maintaining a high level of customer satisfaction and fostering trust in the pension program.
Education
BA (Hons) Accounting & Finance -
University of Manchester
09.2019 - 05.2022
A Levels -
SVKM J. V. Parekh International School
06.2017 - 05.2019
IGCSE -
Garodia International Centre For Learning
06.2007 - 05.2017
Skills
Portfolio Management
Macroeconomic Analysis
Investment Research
Technical Analysis
Problem-solving abilities
Multitasking
Financial statement analysis
Certification
Capital & Derivatives Market conducted by the National Stock Exchange of India
Positions Of Responsibility
- BA ECON Student Representative, University of Manchester, 2021-2022
- Student Partner, University of Manchester, 2021-2022
Timeline
Benefits Administrator
AJ Bell
10.2022 - 04.2024
BA (Hons) Accounting & Finance -
University of Manchester
09.2019 - 05.2022
A Levels -
SVKM J. V. Parekh International School
06.2017 - 05.2019
IGCSE -
Garodia International Centre For Learning
06.2007 - 05.2017
Capital & Derivatives Market conducted by the National Stock Exchange of India
Internship Experience UK: Investment Banking & Asset Management by Bright Network
SEAL Entrepreneurship course
Stock market architecture course by Goela School of Finance
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