Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ayushi Upadhyay Pandey

Sydney

Summary

With over five years in Financial Services, I have a diverse skill set specialising in capital market analysis, research, customer support, equity & derivative trading along with an understanding of KYC and Anti money laundering.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Customer Service Executive

CMC Markets
04.2024 - Current
  • Providing excellent customer service to existing client base.
  • Working internally with different departments such as onboarding and scrip.
  • Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat.
  • Showing efficient problem-solving
  • Developing effective strategies for managing challenging situation.

Research Analyst

Finology Ventures Pvt. Ltd.
09.2021 - 08.2022
  • Intensive research on financial markets, including mutual funds, derivatives, insurance, tax, accounting, private equity and more.
  • Looking over the product development team
    Handling a team of content writers on content for finance and accounting.
  • Creating research articles based on business, stock market, tax, derivatives, accounting, mutual funds and personal finance for retail investors.
  • Reconciliation of statistics on research articles.

Research Analyst

Traddle Interteade Pvt. Ltd.
01.2020 - 09.2021
  • Intensive research on agro-food commodity sector
  • Creating research articles for the official website


Analyst Trainee

Karvy Stockbroking Pvt. Ltd.
07.2018 - 12.2019
  • Managing equity portfolio of a diversified client base.
  • Providing equity, derivative & commodity trading services.
  • Performing research and analysis on companies fundaments & technicals.
  • Hedging open positions in future & options according to client's risk appetite.
  • Staying updated on financial instruments such as equity, derivatives, FOREX, commodities, mutual funds.

Education

MBA - Finance

01.2018

B.com - Finance

01.2016

Skills

  • MS Excel
  • MS Office
  • Problem-Solving
  • Equity & Derivative Trading
  • Accounting
  • Financial Modelling
  • Attention to Detail
  • Stock Broking
  • Financial Reporting
  • Know Your Customer (KYC)
  • Anti Money Laundering (AML)
  • Excellent written & verbal communication

Certification

  • RG 146 - Derivative
  • RG 146 - Generic Knowledge
  • RG 146 - General Advice
  • RG 146 - Foreign Exchange

Timeline

Customer Service Executive

CMC Markets
04.2024 - Current

Research Analyst

Finology Ventures Pvt. Ltd.
09.2021 - 08.2022

Research Analyst

Traddle Interteade Pvt. Ltd.
01.2020 - 09.2021

Analyst Trainee

Karvy Stockbroking Pvt. Ltd.
07.2018 - 12.2019

B.com - Finance

MBA - Finance

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Ayushi Upadhyay Pandey