Akshay Thotwe
Pune,India
Summary
Results-driven IIM Lucknow graduate with a major in Finance & Sustainable Management, currently pursuing CFA Level 1. Extensive 3+ years of experience in investment analysis, trading, and portfolio management, with a proven track record of generating alpha & minimizing risk exposure. Skilled in trading strategies (macro, multi-strategy, discretionary, l/s, event, quantitative) and proficient in Python & SQL. Strong background in ESG integration & investment decision-making. Adept at leveraging analytical skills to optimize portfolio performance & drive returns in the portfolio.
Overview
5
5
years of professional experience
Work History
CONSULTING INTERN
Climatriz
07.2023 - 02.2024
- Examined 5+ ESG rating methodology, studied 100 companies & identified ESG factors & risks across 4 sectors
- Devised internal benchmarking for client assessment in 4 sectors & evaluated sectors specific ESG risks to the firms.
STRATEGY INTERN
EPSS
04.2023 - 07.2023
- Led strategic initiatives for sustainable product development, pitched for $2 Mn CSR funding for social projects
- Received 20% response rate in promotional campaign, spearheaded communication for $300K worth of deals
- Assessed waste recycling project scope and risk matrix in India, reviewed & secured a $26 Mn JV proposal
- Formulated financing strategies for government projects, suggested CSR project SPV, forecasted 2x in profits.
PORTFOLIO MANAGER INTERN
Freelance (Meta Trader & Pepper Stone)
08.2022 - 01.2023
- Managed $11.65 Mn global portfolio of commodities, equities, Forex, & Cryptos, accumulated $6.08 Mn ROI
- Diversified portfolio-$1.65 in Mn & $10 Mn and gained 48% & 60% ROI in equities & derivatives respectively.
EQUITY RESEARCH INTERN
EquivalueSearch
08.2022 - 11.2022
- Documented 5 investment strategies, informed by analysis of global markets, economics, & regulatory policies
- Collaborated with teams, drafted 10+ reports to support investment ideas to deliver solutions to meet objectives
- Curated 6+ portfolio risk report, critiqued performance of funds & ETFs using market data, promoted sustainable investing.
QUANT RESEARCHER & TRADER
DC Capital Management
03.2022 - 05.2022
- Engineered proprietary trading strategies, deployed full-stack algorithms, and tested 160% historical returns
- Ideated and presented results of event-based & NLP trading algorithms to CTO; improved returns by 20%
- Instituted risk mitigation strategy & AI, improved stability, inspected risk exposure & performance gain by 7%.
MARKET ANALYST
Freelance
08.2020 - 03.2022
- Researched global markets & macro parameters, focused on 3 securities & 6 equity index data on 4+ exchanges
- Observed trends & volatility in securities; remodeled portfolio balancing, and risk metrics; realised Sharpe ratio 1.4
- Proposed strategies, gained ROI 23%-Equities (multi, discretionary, l/s) & 50%+-Currency & Commodities (event, volatility)
- Tailored diversified portfolios with low-risk exposure to meet investment objectives, hinted KPIs and got 65% ROI.
CONSULTANT
Fiverr
04.2020 - 08.2020
- Consulted small consumer-focused businesses, surveyed operation data & financials with declining profit by 20%
- Traced bankruptcy condition, high burn rate of 10%+ & liquidation risk, demand; communicated findings with CEO
- Enhanced product performance, directed operations & finances to reduce overhead costs by 18%, netted profit of 30%.
ANALYST
Rana Industries
02.2019 - 07.2019
- Devised internal & external consumer analytics, spotted business problems, pinpointed high costs from 3 operations
- Streamlined operations & products, reduced costs by 18%, influenced brand positioning & generated 6% profit.
Education
Post Graduate Program (PGP) - Sustainability, Finance
INDIAN INSTITUTE OF MANAGEMENT LUCKNOW
03.2024
Bachelor of Technology - Computer Science
COEP TECHNOLOGICAL UNIVERSITY
05.2018
Skills
- Macro Analysis
- Fundamental Analysis
- Behavioral Analysis
- Quant Analysis
- Investment Strategy
- Portfolio Management
- Risk Management
- DCF Modeling
- Python
- R
- Tableau
- SQL
- SAS
- Bloomberg Terminal
- Reuters
- ESG
Timeline
CONSULTING INTERN
Climatriz
07.2023 - 02.2024
STRATEGY INTERN
EPSS
04.2023 - 07.2023
PORTFOLIO MANAGER INTERN
Freelance (Meta Trader & Pepper Stone)
08.2022 - 01.2023
EQUITY RESEARCH INTERN
EquivalueSearch
08.2022 - 11.2022
QUANT RESEARCHER & TRADER
DC Capital Management
03.2022 - 05.2022
MARKET ANALYST
Freelance
08.2020 - 03.2022
CONSULTANT
Fiverr
04.2020 - 08.2020
ANALYST
Rana Industries
02.2019 - 07.2019
Post Graduate Program (PGP) - Sustainability, Finance
INDIAN INSTITUTE OF MANAGEMENT LUCKNOW
Bachelor of Technology - Computer Science
COEP TECHNOLOGICAL UNIVERSITY