Teacher Profile: Rahul Jain
Abbreviation: Jain
Characteristics: Mr. Jain after many years of securities investment integration of the advantages of a number of investment institutions to form their own trading philosophy, good at medium-term trend trading and swing operations; into and out of the timing, the price to grasp the precise; well versed in the operation of the main force ideas, steps, processes, mentality; advocate value investing; with excellent mentality, philosophy, over the years, will be a combination of theory and combat to create the classic "Position Management Essence", leading investors in the capital market time and again to achieve fruitful.
January 2022 - Present Lead Analyst, FYERS, Bangalore Review all financial aspects and manipulate numbers as required Prepare asset and capital account entries by compiling and analyzing financial information. Develop financial strategies to optimize portfolio performance and mitigate risk. Assisted portfolio managers with due diligence and portfolio maintenance.
January 2015 to April 2018 Portfolio Manager, Avendus Wealth Management Private Limited, Delhi, India Created and analyzed numerous portfolios involving bonds, equities, and IPOs Selected portfolios, trade execution, and asset allocation Communicated clearly and efficiently with more than 50 clients regarding portfolio updates Information Analyzed quality of returns and statements Proposed investment strategies to clients to achieve their financial goals.
February 2009 to March 2014 Analyst, Equity Research, Bangalore Evaluated risk parameters of proposed investment opportunities on a daily basis Analyzed and evaluated the market and economic impact of mergers, acquisitions, and other business practices Compiled analysis into compact reports that were useful, easily accessible, and as in-depth as possible Provided financial counseling to company leaders on investment and corporate decisions
EDUCATION
May 2006 Master of Business Administration Christ University, Bangalore
May 2004 Bachelor of Financial Accounting Christ University Bangalore
Certified Public Accountant (CPA) - (2018)
Certified Research Analyst (NISM) - (2019)
Financial Risk Manager - (2021)
Six Sigma Green Belt (CSSGB) - (2022)
Languages English Hindi
Professional Summary
Knowledgeable and dedicated financial professional with a background in accounting who is able to apply economic knowledge in an equity research analyst position. Experienced in analyzing and evaluating investment possibilities, market trends and stocks. A candidate who combines market awareness with working quickly and accurately and prioritizing excellent communication to ensure success. A successful track record of 13 years of experience in improving profits.
Core Qualifications - Business Strategy - Forecasting - Risk Assessment - Financial Modeling - Research & Analysis - Communication - Time Management - Attention to detail
Skills.
Strong knowledge of market trends and experience in analyzing economics. Flexible and creative approach to finding overlooked solutions. Strong communication skills, written, verbal and interpersonal. Critical thinking, decision-making, attention to detail and evaluation skills. Excellent organizational and administrative skills. Skilled in complex cash flow modeling to generate valuations of consumer sector companies. Proficient in financial software. Adept at preparing research reports and making recommendations to senior management. Analytical professional with excellent presentation, analytical and problem-solving skills. Adept at monitoring trends and researching industries to advise investors on which stocks to buy or sell.

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