Yash Jaiswal

Financial Analyst

Talent

MumbaiMember since 22 May 2026

Financial AnalysisPortfolio ManagementWealth ManagementInvestment AdvisoryEquity ResearchDerivatives & SwapsFixed IncomeAsset AllocationRisk AssessmentCapital MarketsTrade FinanceClient Relationship ManagementAdvanced ExcelMS Office

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Financial AnalysisPortfolio ManagementWealth ManagementInvestment AdvisoryEquity Research

About

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.

Experience

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.