Akshat Jaggi
New Delhi
Summary
Finance professional with nearly 1.5 years of experience as a Financial Analyst, supporting investment research, financial modeling, and equity analysis. Currently preparing for CFA Level 2, building on a strong foundation in financial concepts and market understanding. Still fairly new to the industry and continuously working to grasp complex concepts and adapt to the dynamic finance environment. Eager to learn, grow, and contribute meaningfully in a challenging role.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Analyst
Indago Research Private Limited
Work From Home
02.2024 - Current
- Wrote clear and concise reports to summarize research findings for internal use before sharing with clients.
- Kept track of industry trends and highlighted potential investment ideas.
- Helped create presentations for senior management based on insights from equity research.
- Built financial models to support buy and sell decisions across different industries.
- Created pitchbooks, presentations, and marketing materials to support business development.
- Developed detailed financial models to guide decision-making, evaluate investments, and understand the financial impact of new business plans.
Financial Analyst Intern
BPS Technology Private Limited
Gurugram
10.2023 - 12.2023
- Monitor financial markets and execute trades in equities, derivatives, or other instruments in real-time.
- Analyze market trends, price movements, and economic indicators to identify trading opportunities.
Digital Marketing Executive
Autus Consultancy Services
New Delhi
02.2021 - 08.2021
- Advised on reputation management strategies to maintain a positive online presence.
- Provided technical guidance on the development of website structure to ensure optimal indexing by search engines.
Education
BBA - Commerce
Institute of Information Technology And Management
Janakpuri, New Delhi08-2022
Skills
- Microsoft Excel
- Financial modeling
- Investment research
- Market analysis
- Analytical thinking
- Team collaboration
Certification
- Cfa Level 1 Cleared
- Investment Banking Certification- Datatrained Institute
- Financial Analysis Fundamental - CFI Institute
Timeline
Financial Analyst
Indago Research Private Limited
02.2024 - Current
Financial Analyst Intern
BPS Technology Private Limited
10.2023 - 12.2023
Digital Marketing Executive
Autus Consultancy Services
02.2021 - 08.2021
BBA - Commerce
Institute of Information Technology And Management
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