Akshay Rajendra Shitole
Pune, Maharashtra, India 412203 | +91-9356634700 | akshayshitole8484@[Link]
Professional Summary
Results-driven MBA Finance Technology student with a deep interest in equity research, investment analysis, and
portfolio management. Equipped with certifications in Equity Derivatives, Mutual Funds, and Portfolio Management
(SEBI/NISM), and a strong academic background in commerce. Demonstrated expertise in conducting performance
evaluations using financial ratios like Sharpe, Treynor, and Beta, evidenced by a published research paper on mutual
funds. Experienced in client advisory and financial planning through a wealth management internship. Adept at
leveraging data-driven insights and regulatory frameworks to optimize investment strategies. Seeking an entry-level
Equity Analyst role to apply analytical acumen, market insight, and a passion for investing.
Key Expertise
- Equity Research & Financial Modeling
- Portfolio Management & Asset Allocation
- Quantitative & Ratio Analysis (Sharpe, Treynor, Beta)
- Mutual Fund & PMS Evaluation
- Investment Advisory & Client Relationship Management
- Market Analysis & Trading Psychology
- Regulatory Compliance (SEBI/NISM Certified)
- Financial Reporting & Business Analysis
- Excel Proficiency & Data-Driven Decision Making
- Risk Assessment & Diversification Strategy
Education
MIT College of Management, Pune
MBA - Finance Technology (2023 - 2025)
CGPA: 8.18 / 10
Savitribai Phule Pune University, Pune
[Link] - Commerce (2020 - 2023)
Percentage: 83.52%
Experience
Summer Intern - NJ Wealth
June 2024 - July 2024
- Conducted market research and analyzed investment products including mutual funds and PMS offerings.
- Assisted in crafting personalized investment portfolios based on client risk profiles.
- Utilized performance metrics like Sharpe Ratio, Alpha, and Beta to evaluate fund performance.
- Participated in financial literacy programs and investor education sessions.
- Strengthened communication and advisory skills through direct client interactions.
Certifications
- NISM-Series-VIII: Equity Derivatives Certification Examination - Feb 2028
- NISM-Series-V-B: Mutual Fund Foundation - Mar 2028
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors - Mar 2028
- SEBI Investor Certification - Feb 2027
- Finance for Managers (Operational Finance & Accounting)
Projects & Research
A Comparative Study of Selected Small Cap Mutual Funds in India
Published in International Journal of Science and Research | April 2025
- Analyzed five small-cap mutual funds using Sharpe Ratio, Treynor's Ratio, Standard Deviation, and PE ratios.
- Identified Quant Small Cap Fund as the top performer with 47.86% return and Sharpe 1.40.
- Assessed risk via Beta analysis and evaluated cost-efficiency through expense ratio comparison.
- Recommended optimal diversification strategies for investors based on findings.
Co-Curricular Activities
- Finance Club Coordinator - MIT College of Management
- Financial Literacy Volunteer
- Inter-College Finance Quiz Participant
- Mock Trading Competition - Finalist
Technical Skills
- Microsoft Excel & PowerPoint
- Financial Ratios & Valuation Models
- Research Tools & Data Analysis
Personal Details
Date of Birth: 15 May 2002
Marital Status: Single
Languages: English, Hindi, Marathi
Cover Letter
Dear Hiring Manager,
I am writing to express my keen interest in the Equity Analyst role at your organization. As an MBA Finance Technology
student with hands-on experience in mutual fund research, portfolio evaluation, and client advisory, I am excited about
the opportunity to contribute to your esteemed team.
During my internship at NJ Wealth, I applied theoretical knowledge to real-world scenarios, helping clients make
informed investment decisions through data-backed insights. My published research paper on small-cap mutual funds
demonstrates my ability to analyze complex data and derive actionable conclusions.
Certified in Equity Derivatives, Mutual Funds, and PMS distribution by SEBI/NISM, I bring a strong understanding of the
financial ecosystem and regulatory frameworks. I am eager to leverage my skills in research, financial modeling, and
market analysis to drive value and support strategic investment decisions.
Thank you for considering my application. I look forward to the possibility of discussing my profile further.
Warm regards,
Akshay Rajendra Shitole
