Vikas Rathore
Aspiring finance professional with a strong foundation in financial analysis, valuation techniques, and financial modeling
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About
Aspiring finance professional with a strong foundation in financial analysis, valuation techniques, and financial modeling. CFA Level 1, Level 2 cleared and currently a CFA Level 3 candidate(Portfolio Management Pathway), with additional NISM certification. A passionate, driven learner with a can-do attitude, eager to tackle real-world financial challenges and thrive in dynamic, fast-paced environments. Dedicated to continuous growth and making impactful contributions.
Experience
Accounting Intern - SLK Bima Broker Pvt Ltd.
(2019-06 - 2022-01)
- Developed and implemented financial models and process analysis methods.
- Processed invoices, payments, credit memos, and other accounting documents.
- Provided analysis and advice to clients regarding their financial goals, objectives, and risk tolerance.
- Generated reports using Microsoft Excel to track budget expenditures versus actual costs.
- Maintained fixed asset records to prepare monthly depreciation schedules.
Risk Management in Derivative Market (Future and Option) - IKM Investors Pvt. Ltd
(2025-03 - 2026-03)
- Monitored and analyzed derivative portfolios.
- Developed and implemented derivative risk management strategies.
- Prepared detailed risk reports.
- Optimize hedging strategies and enhance risk-adjusted returns.
- Ensuring compliance with regulatory frameworks and internal risk limits.
- Evaluate market volatility, downside risk, and sector exposer.
- Tracked portfolio performance and adjusted holdings based on market condition.
- Applied diversification to limit loss during market volatility
Education
Bachelor of Arts - Agra University (2022-01 - 2022-01)
10+2 - UP Board — Uttar Pradesh (2017-01 - 2017-01)
