Varun Bha

Seeking 'opportunity' in a company in quants, investment - risk management roles; where I can get a sense of purpose, opportunity to learn and ability to innovate, truly understand company's objectives and work with others to propel the organisation's performance.

Manager – Equity & Derivative Products Analyst, BSG at ICICI Securities (2025-06 – Present)

• Define BRDs and design workflows for Equity and Derivatives trade execution, portfolio valuation, and trading platform enhancements on the ICICI Direct platform.
• Conduct UAT and validate derivatives trade workflows, exposure tracking, margin computation, P&L validation, and reconciliations, ensuring compliance with regulatory and operational standards.
• Act as a Product Owner for new initiatives using JIRA to track, resolve, and implement changes liaising with Risk, Compliance, Tech, and Research teams.
• Conduct strategic competitive intelligence across the brokerage and financial services landscape; analyzing client acquisition, retention, churn dynamics and competitor AI capabilities; to deliver data-driven recommendations to senior leadership on digital transformation and long-term growth strategy.
• Utilize Python, VBA, SQL, and Power BI, to develop reporting tools and visualization dashboards for tracking equity and derivatives exposures, performance attribution, and business performance.

Summer Intern – Acquisition & Relationship, Corporate Finance and Strategy at Siemens Financial Services Pvt. Ltd. (2024-05 – 2024-09)

• Researched and Evaluated companies across various industry using qualitative and quantitative financial analysis, offer customized commercial lending/ leasing solutions and alternate financial resources. Direct sales and marketing- from lead generation and devising strategy right through competitive pitching and closing business without supervision.
• Collaborated with credit risk department, to conduct detailed company analysis, financial due diligence and prepared executive summary reports for senior management using Power BI, and PowerPoint.
• Explored new future avenues of sustainable financing; devising strategy for market penetration.

Data Science Intern – Analytics & Technology at Lenskart Solutions Limited (2023-05 – 2023-07)

• Applied regression analysis and ML models in Python to improve delivery scheduling accuracy by 7%.
• Built predictive analytics dashboards in Tableau to monitor and optimize delivery performance.

B-Tech (IT) + MBA (Finance) in Information Technology & Finance – Mukesh Patel School of Technology Management & Engineering, Mumbai - Narsee Monjee Institute of Management Studies (2020 – 2025)

XII – United Public School, Kanpur (2018 – 2019)

X – United Public School, Kanpur (2016 – 2017)