ABHISHEK SAXENA New Delhi, India a-s@outlook.

in; +91 858 7070 191

WORK EXPERIENCE
Consultant Karma Capital Management LLC, New Delhi Nov’21 - Present
Sectors • Finance, Operations, Research
• Assisting Senior Analysts in researching and gathering data from various databases, preparing Comps, Valuation
and assisting in Verifying and updating models.
• EA to MD
Responsibilities • Giving trades to the broker; Due-diligence, Portfolio Reporting and Managing whole Trade cycle, managing the
whole Back-Middle Office Finance Operations.
Manager TradeOps Kristal.AI, Bangalore June’21- Sep’21
Sectors • Finance, Trade Operations, Analytics, Data Science
• Responsible for the execution of trades in mainly US listed instruments as per instruction of clients, portfolio
Responsibilities managers or as part of structured products, but also with exposure to European and Asian markets.
• Collaboration with technology team to drive development of trading infrastructure towards automation
across multiple broker platforms.
• Portfolio matching and updating for corporate actions and ELONs exercise/assign for Pooled.
• Handling of corporate actions by automated creation of subscription/unsubscriptions to rectify the bulk
reconciliation for specific clients impacted by the corporate action.
• Building of tools to enhance order management and trade execution as well as reporting.
• Responsible for multiple aspects of trade input, execution and reporting for the global trading desk.
• Monitoring of automated order placement & high value transactions through the platform and making sure all of
them get executed in our Broker/custodians.
• Troubleshooting of Trade issues and liaising with Advisory & RM team to resolve these.
• Liasioning with Broker/custodians or data vendors for any issue resolution.
• Reconciliation of accounts and place orders for any gaps. Review order failures and recommend improvements
to increase efficiency or reduce risk.
Associate-Operations& Research Karma Capital Management LLC, New Delhi June’19-June’21
Sectors • Finance, Operations, Research
• Assisting Senior Analysts in researching and gathering data from various databases, preparing Comps, Valuation
and assisting in Verifying and updating models.
• Run screeners on Bloomberg and Ace database to identify high growth and high ROCE companies. Dashboards
Responsibilities for analyzing data using Data Analytical tools.
• Monitor market news and stock price action and relay relevant information to the portfolio manager in a timely
manner. Participate in industry conferences and develop a professional network across various sectors.
• Giving trades to the broker; managing the whole trade cycle.
Tools • Bloomberg, Ace Equity, Capitaline
Associate Karma Capital Management LLC, New Delhi July’14-May’19
• Liaison with firm’s clients & trustee to manage client onboarding process. Liaison with brokers, bankers,
custodians, trustees & administrators.
• Overseeing the data gathering process, analyze the data and report MIS utilizing the various data source.
• Coordination between India and Offshore teams.
Finance • Manage the Operational requirements for an AIF firm. Marketing assistance with website, social media & CRM
Operations database; Creating/editing presentations and setting up of conference calls/meetings. Obtain/ research periodic
data & create reports/ presentations for portfolio manager.
• Trade Flow processing, preparation of portfolio reports, including trade flows, investment holdings, cash
statements & risk reports, Trading Errors, Confirmation and Reconciliation, FX Trading.
• Smooth operation for securities trade settlement by confirming trades with external brokers and custodian banks
and resolving trade discrepancies and fails management.
Administrator NSE.iT Ltd, Lucknow Oct’11-Jul’13
• Conduct Online Examination of IRDA, NCFM, ITB, CCIL. To manage multiple Centers in other location as per
requirement. Vendor Management, CAPEX, Procurement of all service & products, AMC, Payments & Follow
Operations Ups.
Math’s Faculty Falcon Infosys, Lucknow May’03-Jul’08
Responsibilities • Teaching Students of MBA, BBA, BCA, BSc (IT) various streams of Mathematics.
EDUCATION
Year Degree Institute
2011 MBA Finance Galgotias College, UPTU, Greater Noida
2002 B.Sc. Mathematics University of Lucknow, Lucknow
1999 Class XII, CBSE Kendriya Vidyalaya, Lucknow
1997 Class X, CBSE Kendriya Vidyalaya, Lucknow
SKILLS
Skills • Advanced Excel, SQL, R, Tableau, Valuation, Equity Research, Forecasting, MS-Office, Quants, Making Pitch-
books, Newsletters, EA to CEO, Assisting in Financial Modeling, Financial Statement Analysis
Interests • Chess, Equity Research, Following Financial Markets, Making New Friends, Table tennis, Travelling

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