Overview
Work History
Education
Coursework & Projects
Certification
Timeline
Generic

Aneesh Karsanbhai

Denver,CO

Overview

4
4
years of professional experience
1
1
Certification

Work History

Tier 2 Managed Accounts Help Desk

Fidelity Investments
03.2024 - Current
  • Worked between managed account operations and advisory services (Financial Consultants, Planning Consultants and IMC) to solve complex managed account issues.
  • Served as a supervisor - Approved large managed account transactions and spoke to escalated clients regarding managed accounts.
  • Developed strong understanding of alternative investments and the requirements to hold them in a self directed account at Fidelity.
  • Assisted High Net Worth 2 associates and clients with alternative investment redemptions, capital calls and TOAs.
  • Developed process to research associate performance - Utilized findings to implement dashboards and create automated reporting tools (PowerQuery and Excel). Largest project cleans, aggregates and displays data from a 15,000+ row source.
  • Created variable compensation sheet that standardizes and automates quarterly payout calculation. This excel tool is currently utilized nationally.
  • Presented variable compensation tool to national leadership.

Data Analytics and Operations Loan

Fidelity Investments
10.2023 - 01.2024
  • Managed project to transition Planning & Advice function (150 associates) from hourly to salary pay structure.
  • Coordinated with real time operations and mid-level leadership to ensure real time needs were met while ensuring a smooth transition of the business unit.
  • Created an excel sheet to automatically run shift bid and assignment - A task that previously took 20-30 hours to complete can now be performed in less than 10 minutes.
  • Demonstrated ability to compile data from multiple sources and manipulate in Excel power query to generate insights (live dashboards, monthly and weekly reports).
  • Built self service excel dashboards that utilize power query from web (web scrape) to maintain live dashboards
  • Implemented VBA solutions in Excel to create dynamic sheets.
  • Preformed analysis on historical KPI trends in Excel, presented findings to mid and front line leadership.

Series 9/10 Supervisor - Help Desk

Fidelity Investments
09.2022 - 03.2024
  • Demonstrated analytical mindset through self initiated, data driven projects.
  • Identified areas of opportunity to develop reporting and insights - presented monthly performance reports to site GM and mid level leaders.
  • Generated ad-hoc performance reports as requested by mid level leadership.
  • Demonstrated a strong understanding of complex trading issues including multi leg option strategies, margin and day trading.
  • Exhibited an exceptional ability to identify, assess and mitigate risk when approving trades and making series 9/10 policy exceptions - exemplified by a trade error free tenure.

High Net Worth Service Associate

Fidelity Investments
03.2022 - 09.2022
  • Worked with clients and FCs on managed account service and trading requests.
  • Demonstrated attentiveness to detail and strong understanding of managed account products by remaining trade error free.
  • Developed deep understanding of corporate actions, how to interpret them and how they affect customer accounts.

Customer Relationship Advocate

Fidelity Investments
06.2021 - 03.2022
  • Developed strong understanding of public markets and securities trading.
  • Multiple time Excellence in Action Winner.

Education

Bachelor of Arts - Human Physiology - Focus in Biomechanics

University of Colorado
2019

Coursework & Projects

GOOGLE BigQuery PROJECTS (SQL) - Explored various relational databases (Size ranging from 200k to 30 million rows), utilizing complex SQL queries to generate insights. Queries were performed in the Google BigQuery Sandbox. 

ANALYZING CRIME IN LOS ANGELES (SQL DataCamp project) - Explored database to determine where and when crime is most likely to occur as well as most common crimes committed in LA.

ANALYZING UNICORN COMPANIES (SQL DataCamp project) - Explored database to find how many private companies have reached a valuation of over $1 billion between 2019 and 2021 across different industries.

EVALUATE A MANUFACTURING PROCESS (SQL DataCamp project) - Identified issues in a manufacturing process using SQL window functions and subqueries.

MANIPULATING DATA IN SQL TRACK

  • Learned to create and query relational databases using SQL.
  • Learned SQL joins (inner and outer), how to apply relational set theory and work with subqueries.

STOCK PICKING PROJECT(Python/Tableau)

  • Utilized Yahoo Finance API for Python to pull data on listed securities. Used data from query to calculate risk measures (Variance, Beta, R Squared, etc.)
  • Filtered securities based on risk profile - Utilized portfolio optimization package to determine optimal weights and create 3 portfolios with varying risk tolerance.
  • Created dashboard to visualize hypothetical returns and asset breakdown of each portfolio in tableau

STOCK ANALYSIS PROJECT (Python)

  • Compared historical price and PE data for mega cap companies.
  • Created visual representations of normalized historical trends using Matplotlib and Seaborn.

PYTHON FOR FINANCE COURSE - Learned how to use date time, if-statements and how to create, manipulate and combine data frames.

          Capstone: Working with live NASDAQ data - Filtered, analyzed and created visualizations for real NASDAQ data in python.

MANIPULATING TIME SERIES DATA IN PYTHON COURSE - Learned to manipulate rolling and expanding time series data using pandas

          Capstone: Building a value weighted index - Utilized market data to build a weighted index based on historical market capitalization.

Certification

  • CAIA Fundamentals of Alternative Investments
  • CAIA Private Debt Microcredential
  • Datacamp - Python for Finance Track (6 courses)
  • Datacamp - SQL Fundamentals Track (7 courses)
  • Series 7 - General Securities Representative
  • Series 9 - General Options Sales Supervisor
  • Series 10 - General Securities Sales Supervisor
  • Series 63 - Uniform Securities, State Law

Timeline

Tier 2 Managed Accounts Help Desk

Fidelity Investments
03.2024 - Current

Data Analytics and Operations Loan

Fidelity Investments
10.2023 - 01.2024

Series 9/10 Supervisor - Help Desk

Fidelity Investments
09.2022 - 03.2024

High Net Worth Service Associate

Fidelity Investments
03.2022 - 09.2022

Customer Relationship Advocate

Fidelity Investments
06.2021 - 03.2022

Bachelor of Arts - Human Physiology - Focus in Biomechanics

University of Colorado
Aneesh Karsanbhai