Pratik Khemka
Finance professional and CFA Level III cleared (charter pending)
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About
Finance professional and CFA Level III cleared (charter pending) with hands-on experience across fixed income, credit, equity research, valuation, and macroeconomic analysis. Experienced in analysing Treasury yield curves, SOFR spreads, credit risk, financial statements, and market trends, while building DCF, multiples, and fixed-income pricing models. Skilled at translating complex financial and market data into investment theses, research insights, market commentary, and senior-management presentations, with exposure to both US and Indian capital markets.
Experience
Trader & Research Analyst at Axxela Research & Analytics (2025-11 – 2026-06)
- Analysed macroeconomic data & policies to develop investment theses across Treasury yield curves and US SOFR spreads.
- Built Excel-based pricing & valuation models for fixed-income instruments, improving efficiency and supporting workflows.
- Prepared financial exhibits & market commentary on macroeconomic and asset-class trends for senior management review.
- Evaluated Treasury yield curves & US SOFR credit spreads to develop investment theses and identify market opportunities.
- Conducted technical analysis using chart patterns and price action to support live-market research and investment analysis.
- Collaborated with global teams across time zones, managing multiple deliverables in a fast-paced investment environment.
- Achieved net positive P&L in the first month of live trading (+$500), recognized by the risk team for outlier performance.
Business Manager at Global Udyog (Family Business) (2024-04 – 2025-10)
- Managed INR 50 lakh B2B transactions with institutional clients including NTPC & Oil India, supporting analysis and driving 2% margin expansion through strategic pricing.
- Maintained client databases & internal reporting, analysing transaction data to support business performance.
- Coordinated cross-functional transaction processes, identifying gaps & implementing improvements to meet targets.
- Analysed institutional client transactions & business requirements to support account management & decisions.
Education
CFA in Chartered Financial Analyst – CFA Institute (CFAI) (2025)
Bachelor of Commerce (Honours) in Commerce – St. Xavier's University (2023)
