Umesh Sharma
Certified Wealth Manager & Financial Planner, Chartered Accountant
Dubai
Summary
Dedicated Equity Research Analyst possessing extensive experience identifying potential risks and trends in the stock market. Skilled at monitoring trends and researching the industry while advising investors on what stocks to purchase or sell.
Overview
13
13
years of professional experience
10
10
years of post-secondary education
2
2
Certifications
Work History
Finance Manager
Bayshore Consultants
05.2023 - Current
- Oversee management and strategic allocation of corporate funds within U.S. and Indian Stock market, ensuring optimal investment performance and alignment with organizational financial goals.
- Develop and execute comprehensive financial strategies to optimize asset allocation, risk management, and portfolio growth.
- Conduct detailed financial analysis, including market research, financial modeling, and valuation assessments, to guide investment decisions and corporate financial planning.
- Monitor and report on portfolio performance, including returns, risk metrics, and adherence to investment policies, providing actionable insights to senior management.
Financial Analyst
WEGROW FZCO
04.2021 - 04.2023
- Conduct comprehensive research and analysis of U.S. financial markets, including equities, fixed income, and alternative investments.
- Develop and implement investment strategies tailored to family fund objectives, balancing risk and return to optimize portfolio performance.
- Perform in-depth quantitative and qualitative analysis on potential investment opportunities, including financial statement analysis, valuation models, and industry trends.
- Monitor and evaluate portfolio performance, providing regular reports and recommendations to family stakeholders to ensure alignment with financial goals.
- Utilize financial modeling and forecasting techniques to project market trends and assess potential impacts on investment strategies.
- Stay abreast of market developments, economic indicators, and regulatory changes to inform strategic investment decisions.
- Collaborate with external financial advisors and investment managers to enhance fund performance and diversification.
Financial Analyst
GemsCap Global Analyst Private Limited
06.2016 - 03.2021
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Analyzed information to determine viability and rebalance portfolio.
- Provided investors with detailed ratings based on overall earnings performance.
- Delivered expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Managed trades using technological techniques.
Audit Assistant
PricewaterhouseCoopers
02.2011 - 02.2014
- Reviewed and assessed accounting systems and business controls.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Completed audit papers by thoroughly documenting audit tests and findings.
- Identified management control weaknesses and provided value added suggestions for remediation.
- Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
- Performed auditing work in accordance with GAAS (Generally Accepted Auditing Standards) to meet rigorous standards.
- Established alternative audit, accounting and internal control procedures and recommended process improvements to aid clients in addressing deficiencies.
Education
Chartered Accountant - Chartered Accountant
Institute Of Chartered Accountants Of India
Delhi, India 03.2010 - 11.2019
Skills
Excellent attention to detail
Certification
Certified Harmonics Trader
Additional Information
- Received specialized, one-on-one training from Joe DiNapoli, a leading expert in financial market analysis and the author of "DiNapoli Levels."
- Gained deep insights into DiNapoli’s proprietary methodologies for market analysis, including advanced technical strategies and predictive modeling techniques.
- Applied DiNapoli’s principles to enhance skills in identifying key market levels, timing trade entries and exits, and managing risk effectively.
Timeline
Finance Manager
Bayshore Consultants
05.2023 - Current
Financial Analyst
WEGROW FZCO
04.2021 - 04.2023
Certified on Wealth Management & Financial Planning
12-2020
Certified Harmonics Trader
06-2020
Financial Analyst
GemsCap Global Analyst Private Limited
06.2016 - 03.2021
Audit Assistant
PricewaterhouseCoopers
02.2011 - 02.2014
Chartered Accountant - Chartered Accountant
Institute Of Chartered Accountants Of India
03.2010 - 11.2019
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