Shivam Mishra

Finance postgraduate with hands-on experience in financial statement analysis, equity valuation, financial modelling and market research. Experienced in analyzing annual reports, forecasting financial performance, ratio analysis, and preparing investment insights. Proficient in Advanced Excel and passionate about capital markets, company research, and equity investing.

Financial Analyst - eClerx Services Ltd. - Mumbai

(2023-08 - 2024-02)

• Managed daily OTC trade settlement and position monitoring for institutional client portfolios spanning equities and fixed income across multiple custodians.
• Investigated and resolved trade-level cash and position breaks by analyzing valuation discrepancies and coordinating with counterparties.
• Prepared audit-ready compliance reports aligned with internal control standards and regulatory requirements.

Equity Derivatives Dealer Intern - Kedia Capital - Kalyan, Mumbai

(2025-05 - 2025-07)

• Executed Equity F&O trades for retail and institutional clients on Exchange Market, maintaining Assisted in maintaining trade records and monitoring client positions in compliance with SEBI regulations.
• Supported reporting and documentation related to equity derivative transactions.
• Monitored margin requirements and ensured accuracy in transactional data.

Investment Research Intern - EpiCreation Pvt. Ltd. - Mumbai

(2026-05)

• Conducted fundamental research on listed companies by analyzing annual reports, quarterly results, investor presentations, and industry trends.
• Supported reporting and documentation related to Tracked macroeconomic developments, sector news, earnings announcements, and corporate actions to assess their impact on investment decisions.
• Prepared investment presentations and market insights for internal discussions using Advanced Excel for financial analysis, forecasting and data visualization.

Master of Management Studies - Finance - GNVS Institute of Management, Mumbai (2024 - 2026)

Bachelor of Management Studies - Finance - B.K. Birla College of Arts, Science & Commerce, Mumbai (2020 - 2023)