You are on page 1of 4

PRADEEP KUMAR

Mobile number: 08447243881 Office: 01243381769


Email Address: pradeep.usms@gmail.com
Profile
Objective

I wish to work in the domain of financial markets where I can effectively utilize my
professional qualification to contribute to achieve the team goals.

Education
20112013

2007 2010
2005 2006

2004 2005

MBA (Financial Markets), GGSIPU Delhi


Major: Corporate Valuation Minor: Financial Advisory Service
University School Of Management Studies
B.B.A (General), GGSIPU Delhi
BERI Institute of Technology
Senior Secondary Examination - Class XII
Govt. Co-Ed Sr. Sec School, B-1 Janak Puri
(C.B.S.E Delhi)

79.25%

Higher Secondary Examination - Class X


Govt. Boys Sr. Sec School No. 2 Uttam Nagar
(C.B.S.E Delhi)

60.00%

73.32%
74.50%

Work Experience
1. BA Continuum Pvt. Limited (A non-banking subsidiary of BANK OF AMERICA).
Process : US Trust Investment Group
Designation : Research Associate
Duration : March 05, 2014 to till date
JOB PROFILE:

Weath planner data entry and proposal and diplition analysis for client acquistion

Preparing the Investment Policy Statement for portfolio managers

Making the presentation for High Networth Individual clients

Devloping the aggregation and attribution analysis

Monitoring the market volatility and performance of NYSE

Asset Allocation and Fixed Income Analysis

Bloomberg and Morning Star Reporting

Holdings analysis for holding level and tax lot levels

Performance reporting of Separately Managed Accounts

Rosk measurement of the accounts

Independent research writing for particular tickers and Ad-hoc projects

Stress testing for Wealth planner proposal

Special projects on cash flow and performance monitoring

Voluntary Contribution at BA Continuum Pvt. Limited


STICH of 1 SAVES 9
Finding the controllable first/second pass error case on common factor where due steps are not
followed to resolve the request then preparing a presentation of ONE slide to help for resolution
from next time on same issue.
Total Portfolio Reporting (Project Member)
Analyzing the portfolios with respective to their tactical and standard asset allocation prospective
thereby documentation and reporting of the exceptions observed
2. IBM Daksh Business Process Services Pvt. Limited
Process : Sunflower
Designation : Customer Care Executive
Duration : July 16, 2010 to October 26, 2011 (15 months)
JOB PROFILE:

Understanding various processes involved in telecom services.

Devloping and pitching the telecom custom plans

Handling upgrade and billing disputes and frauds.

Handling Employee Discount requests and Billing Adjustments

Reconciliation of account charges in bill

Provsioning of Blackberry Information system for corporate accounts

Voluntary Contribution at IBM Daksh


Compliance Reporting:- 1. Doing the compliance check for cases processed by team,
2. Communicating and helping to improve on team compliance
STICH of 1 SAVES 9
Finding the customer Dissatisfaction case on common responses or case where due steps are not
followed to resolve the request then preparing a presentation of ONE slide to help for resolution from
next time on same issue.
Skill Set

Bloomberg
- Develped templates using the FLDS codes and fixed income analysis and custom baskets as
per portfolio managers requirement.
- Used software for indexes comparisions and data mining for various projects as requested.
- Appeared for bloomberg online test

S&P Capital IQ database


- Used various anylist reports to track the 12 months target price, recommendation
buy/sell/holding, technical evolution and insider trading for US Trust Equity Buy List Project.
- Used software for indexes comparisions and data mining for various projects as requested.

Morning Star Direct


- Used sorfware for performance measurement MF/ETF/CTFs and morningstar categories

Used Morning star to extract the Investment detials summary/Quicketakes/Summary ratings


Used softwate for portfolio attribution analysis and reporting the number for Seperately
Managed accounts

First Rate Advisor


- Used software for MF/ETF/CTF and reporting the number for Seperately Managed accounts
- Developed the templated to extract the standard perfeormance data points like 1yr, 3yr 5yr data
- Reporting of the Risk stats of the portfolio and Growth of one doller
Wealth Planner (riskmatrix.com)
- Data entry and proposal and diplition analysis for client acquistion depending the the clent
needs like inflow and outflow of the fund and tax senstivity.
- I used the software for Portfolio analysis, asset allocation, risk analysis and stress testing

Proficient on e-Views and Amibroker and Chart Nexus


- Used e-views for the hypothesis testing and the skewness of the data. Amibroker is used for
the technical anyasis of the stockes/indexes in market.

Computer Certifications in Language and Networking, Advanced Excel


- One year diploma in networking and hardare. I have studies computer being it my commen
subject at all levels of education.

National Certification in Financial Markets


SS

S. No

Certifications Module Title

Year

% Mark

Equity Research

2013

92

Capital Market (Dealers) Module

2013

73.25

Mutual Fund Module

2013

91.00

Options Trading Strategies Module

2013

67

Investment Banking Module

2013

94

Depository Operations NSDL Module (Trainer Certified)

2013

91

Investment Analysis and Portfolio Management (Dealers) Module

2012

78.50

Financial Valuation and Modeling

2012

75

Technical Analysis Module

2012

66

10

Debt Market and Commodity Module

2011

79 & 85

11

Interest Rate Derivatives Module

2011

75

Major Project during MBA-FM


Project Title Analysis

of Market Returns : A Nifty 50 Prospective

Report Summary: The report is an attepmt of detailed study of developments in the financial markets
and thereby using the Modern portfolio theory and black little man approach to construct the porfolio
and analyzing the perfonamce of for different period of time. The report is conduted using the current
and past price data using a MS-Excel template developed for investing which makes the manual
caluculations easy and faster it has been great help investing in market. The study take in account the
large cap stocks only.
Report used the Black Litterman Portfolio Optimization which is combination of Capital Asset Pricing
Model and Harry Markowitzs mean-variance optimization theory.

MINOR Projects during MBA:

Portfolio Management Services & Wealth Management


Investor Behavior Analysis Individual Prospective
Performance Analysis of Private Sector Mutual Funds
Capital Market Index Construction- USMS-MktMeter
Credit Risk Analysis

Major project of BBA


Consumer Buying Behaviour towards LIC Policies
Computers related Academic Certification and courses

One Year diploma in Computer Hardware & Networking Technology


Baba Saheb Ambedkar Polytechnic, Uttam Nagar New Delhi-59

Six months Certificate in Computer Application

MS Office (MS-Word, MS-Excel Advanced, MS-Power Point)

Certificate in Computer Application, Tally 7.1

DBMS : (Oracle 10i) and (MS Access)

Achievement

Depository Operations NSDL Module (Trainer Certified) as Scored 91.00%

Won the the Silver Reward for work and process inprovement in June 2015

Participated in corporate trainings Wholesale Banking and Emerging trends in Banking and
Financial Markets at BA Continuum Pvt. Limited.

Coordinated in National Conference on Emerging Issues in Indian Financial Markets


organized by USMS in collaboration with National Stock Exchange, 2013

Participated in Customer Service Week coordination at IBM

Won prizes in Reward and Recognition(R&R) program at IBM

Represented the School in Science Exhibition at Zone Level

Contributing in Special Projects and confluence team at BA Continuum

Personal Details

Fathers Name : Mr. Satbir Singh


Date of Birth : April 08, 1988
Nationality : Indian
Permanent Add.: House No. 30, S Block Vishwas Park, Uttam Nagar, New Delhi 110059

DECLARATION
I certify that all the information given above is true and correct to the best of my knowledge.
(Pradeep Kumar )

You might also like