Highlights:

Skills:

Certification:CFA level 1 cleared

Performance Analyst- Fixed Income 07/2022 - 04/2023
JP Morgan Chase, Mumbai, Maharashtra India
Industry: Financial Services
Worked as a performance analyst for the fixed income department to oversee and analyze the performance and attribution of various fixed income securities.
• Collaborated with EMEA team while evaluating performance indicators, analyzing detailed reports to presenting findings to fund managers for 25+ global funds and 300+ fixed-income securities, fostering strategic portfolio management • Oversaw reconciliation and attribution of bond returns listed across 4 global exchanges in comparison to market portfolio benchmarks, encircling 25 bond portfolios under insurance strategy, 27 under credit strategy and 13 under unconstrained strategy • Managed, analyzed, and published currency hedging reports for 90+ portfolios, including overseeing 30+ currency overlay portfolios, verifying currency returns and conducting volatility checks--
Consultant- Capital Expansion 07/2021 - 03/2022
A to Z EXIM, Mumbai, Maharashtra India
Industry: Financial Services
Worked as a consultant for capital expansion projects
• Leveraged cost accounting expertise to project cost structures for a diverse portfolio, demonstrating hands-on exposure to financial markets and enhancing cross-functional decision-making in international port expansions • Executed a comprehensive study on effects of political turbulence on material costs and logistical considerations, resulting in a streamlined operation and a significant reduction of 45 working man-hours • Strategically assessed and compared three distinct valuation models using analytics to address and mitigate foreign exchange rate fluctuations and potential political risks, ensuring financial stability for a project based in Myanmar--
Intern- Financial Research 05/2021 - 06/2021
Systematix Group, Mumbai, Maharashtra India
Industry: Financial Services
2 month summer internship at Systematix Group
• Conducted comprehensive EIC analysis, applying an innovative mindset to dissect industries and identify investment opportunities, aligning with financial markets' dynamics • Conducted comprehensive analysis of 13 mutual funds, evaluating historical performance, risk profiles, and expense ratios to identify trends, anomalies, and potential opportunities, facilitating more informed investment decisions • Leveraged a suite of 9 advanced technical tools including VWAP, Stochastic Oscillator, Fibonacci Retracement to construct data models for in-depth financial modeling, facilitating analysis of equity market trends--
Intern 04/2017 - 06/2017
Land Marines, Mumbai, Maharashtra India
Industry: Import and Export
3 month internship
• Implemented strategic improvements in supply chain management resulting in a 2% reduction in Cost of Goods Sold (COGS), enhancing operational efficiency and cost-effectiveness • Acquired expertise in accounting software Tally ERP, accurately recording journal entries for all financial transactions and conducted reconciliation of incoming funds, ensuring financial data accuracy--

NMIMS 07/2019 - 05/2022
Mumbai, , India
Degree: Bachelor's Degree
Major:Business Administration
Finished my bachelors in business administration from NMIMS university

Ruchi Dholakia