GAURANG SHAKREJA
INSTITUTIONAL CONSULTING ENTHUSIAST
Mobile: +353 0830294426 | Email: gaurangg@tcd.ie
Linkedin: www.linkedin.com/in/gaurang-shakreja
SUMMARY
MSc in Finance Graduate with a strong foundation in Consulting, Financial Planning, and Client Engagement. Proven experience in
creating and maintaining strong client relationships, strategic planning, identifying cross-selling opportunities, and ensuring adherence
to high service standards. Committed to regulatory compliance, with a focus on continuous learning and pursuing QFA qualification.
Proficient in Microsoft Office, Client service with a proven track record in presentations, networking and giving effective results.
EDUCATION
Trinity College, Dublin, Ireland
2022 - 2023
Course Name: MSc in Finance; GPA: 2:1 (Top 10%)
Junior Analyst, Student Run Investment Fund (Banking Sector)
2019 - 2022
St Stephens College, Delhi, India
Course Name: Bachelors in Arts; GPA: 1:1 (Top 5%)
Table Tennis Captain, University Championships Gold Medalist
WORK EXPERIENCE
Share India Securities | Delhi, India
Equity Research Analyst
10/2021 - 05/2022
Leveraged Excel skills for detailed financial statement analysis, displaying meticulous attention to detail contributing to accurate reports.
Collaborated on institutional consulting projects, pro
viding comprehensive financial insights to support clients' strategic objectives.
Conducted structured portfolio reviews including all equities on a quarterly basis to optimize investment performance and mitigate risks.
Adhered to internal policies and policy standards, upholding ethical and procedural guidelines.
Utilized Risk Management Frameworks for target company research, contributing to efficient risk analysis & informed decision-making.
Conducted in-depth analyses on companies, identifying and assessing opportunities that aligned seamlessly with the investment strategy.
Delivered presentations with finesse, showcasing the ability to communicate complex financial concepts effectively.
Ensured all activities were carried out in compliance with regulatory requirements, maintaining ethical standards.
Shivalik Advertising | Delhi, India
01/2021 – 09/2021
Client Service Intern
Generated 100+ leads, securing 15 clients via cold calls, referrals and networking, demonstrating strong communication skills.
Addressed client queries promptly and efficiently, maintaining a high level of service responsiveness.
Excelled in building strong client relationships, maintaining high level of satisfaction with proactive communication.
CERTIFICATION
Equity Research Certificate 2023’ The Valuation School
Gained skills and knowledge required to excel in the field of equity research including Financial Statement Analysis, Industry Analysis,
Investment Strategy, Regulatory requirements, Risk Management Frameworks, CRM applications & Presentation Skills
PROJECTS
Equity Research - Equity Research Report on Nestle India
Conducted comprehensive Equity Research Report on Nestle India, leveraging Attention to detail, Microsoft office and Organizational
skills to perform meticulous corporate governance, valuation, financial statement and industry analysis.
Portfolio Management – Created Asset Allocation plan for a Pension Fund Portfolio over the next 5 years
Developed and presented a strategic asset allocation plan/strategy optimizing the pension fund's portfolio for the next 5 years, addressing
challenges such as increased inflation and underfunding.
VIRTUAL EXPERIENCE
JPMorgan Chase – Investment Banking
Crafted compelling prospective client profiles and presented to senior management, aligning potential clients with the firm's asset
services, emphasizing strong communication skills.
Conducted in-depth analysis of securities, identifying lucrative investment opportunities and developing tailored trade ideas aligned
with market conditions, showcasing strong analytical skills and organizational skills.
SKILLS
Core Expertise: Building Long-term client relationships, Identifying revenue potential, Cross-selling services, Managing MI (Management
Information), Risk and Compliance frameworks, Understanding of investments, Client Focus, Networking, Presentation Skills
Platforms/ FI products: Bloomberg, Reuters, US Treasuries, MBS, IRS, CDS, CRM, VBA, Euro Government Bonds, MS Excel, MS
Word, MS PowerPoint, Microsoft Office, Corporate bonds, Fixed Income, Equities, Structured Products