Yash Jaiswal

Results-driven Financial Analyst with an MMS in Finance and proven experience in financial analysis, investment advisory, and capital markets. Demonstrated ability to conduct equity research, assess risk, and build data-driven investment recommendations for HNI and corporate clients. Skilled in portfolio management, derivatives, fixed income, and asset allocation.

Seeking a Financial Analyst role to leverage strong quantitative, analytical, and reporting skills in driving investment decisions and business performance.

Deputy Manager – Wealth & Trade at ICICI Bank (2025-06 – 2026-01)

• Conducted in-depth financial analysis and portfolio reviews for HNI, SME, and corporate clients, identifying growth opportunities and optimizing asset allocation strategies.
• Analyzed and recommended investment products including Mutual Funds, Bonds, PMS, and Insurance, aligning solutions to client risk profiles and financial goals.
• Prepared financial models and risk assessment reports to support customized investment strategies and inform data-driven decision-making.
• Developed and executed asset allocation and portfolio rebalancing strategies, monitoring market movements and macroeconomic indicators to optimize client returns.
• Coordinated with credit, treasury, and operations teams for smooth transaction execution.
• Performed equity, debt, and capital market analysis using quantitative and qualitative frameworks to generate timely, actionable investment recommendations.

Finance Intern at Invest4Edu (2024-06 – 2024-07)

• Performed equity and derivatives market research, building analytical reports to support investment decision-making and portfolio strategy.
• Assisted in portfolio tracking and preparation of investment reports for stakeholders.
• Evaluated equity valuations using fundamental analysis and assessed derivative instruments including options and swaps for hedging and return enhancement.

MMS in Finance – Lala Lajpatrai Institute of Management, Mumbai (2023 – 2025)

Bachelor of Management Studies in Finance – R.D.

National

College, Bandra, Mumbai (2020 – 2023)

Higher Secondary Certificate (HSC) – M.M.K College, Bandra (2020)

Secondary School Certificate (SSC) – St.

Joseph High

School (2018)