Bloomberg Terminal
Kirtan Mehta
Investment Manager
Dubai
Summary
I am a self-learnt Analyst/ Researcher with diverse experience in managing portfolio's consisting of various asset classes and seeking to gain extensive knowledge in capital markets to help my clients in achieving their financial goals.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Investment Manager
Man Overseas Investment LLC
Dubai
01.2023 - Current
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Assessed and reported on performance attribution on monthly bases.
- Monitored, managed and developed investment portfolios.
- Leading a team of three to deliver the quality of research (Equities, Bonds and Structured Products).
Portfolio Manager/ Sr Financial Analyst
Montague Advisory Services DMCC
Dubai
06.2019 - 01.2023
- Managed and grew client assets (Multi Asset) from AUM of ~$ 48MM to $ ~60MM over 3 years.
- Advised and executed global listed single stock derivatives, equities, funds, ETF’s, bonds, structured products, commodities, FX and FX derivatives, bullish/bearish shark-fin.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed rebalancing strategies to minimize risk exposures.
- Evaluated client positions and asset allocation strategies to ensure that clients investments are in line with their needs and risk tolerance.
- Generated new, diverse investment ideas for client across asset classes while also providing the most suitable method of implementation.
- Facilitated portfolio performance review and implemented new strategies.
- Developed various strategies, which resulted into minimize/recover losses & converted the same into opportunities.
- Established rigorous fundamental evaluation process to identify select group of companies meeting strict investment criteria and integrating decision review and portfolio analysis.
- Managed to Mitigate risk by developing Investment Policy Statement (IPS)
- Led a team of four to seamlessly deliver the quality of research (Equities, Bonds and Structured Products) to justify allocation towards portfolio.
Financial Analyst
Meraki Consultancy Services DMCC
Dubai
09.2018 - 06.2019
- Managed, team of five to conduct Audits & Accounting of clients.
- Completed ~35 assignments which includes statutory audits, stock audits, accountings.
- Conducted Audits & Accounting of Several Industries such as Hospitality, Banking, Sports, Service, Restaurants, Manpower, etc.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
Auditor/Accountant
TRC Pamco Middle East
Dubai
08.2017 - 09.2018
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Planned audits and audit activities to allocate necessary resources and determine consistency of plans with audit objectives.
- Followed established auditing processes to meet internal and regulatory requirements.
- Performed observations and evaluated supporting documents to supplement audit findings.
Education
MBA - Financial Markets
Durgadevi Saraf Institute of Management Studies
Mumbai, India 04.2015 - 03.2017
Bachelor of Commerce - Accounting And Finance
Sydenham College of Commerce
Mumbai, India 04.2012 - 03.2015
Skills
Global Equity portfolio management
Regional equity portfolios
Analyzing investment opportunities
Data trending
Technical Analysis
Accomplishments
- Outperformed Global Markets – During Covid-19, Russia-Ukrain war, Interest rate hike & Inflationary period.
- Managed to deliver ~23% CAGR on Own Equity Portfolio (India) over 3 years.
- Co-Founded – Shining Stars: A Group of Professionals – More than 1500 Members.
Software
Treding View
Pitchbook
Screenerin
Certification
NSE - Advanced Level Technical Analysis
Hobbies
- Playing Cricket
- Reading Books
Timeline
Investment Manager
Man Overseas Investment LLC
01.2023 - Current
NSE - Advanced Level Technical Analysis
01-2021
Portfolio Manager/ Sr Financial Analyst
Montague Advisory Services DMCC
06.2019 - 01.2023
Financial Analyst
Meraki Consultancy Services DMCC
09.2018 - 06.2019
Auditor/Accountant
TRC Pamco Middle East
08.2017 - 09.2018
MBA - Financial Markets
Durgadevi Saraf Institute of Management Studies
04.2015 - 03.2017
Bachelor of Commerce - Accounting And Finance
Sydenham College of Commerce
04.2012 - 03.2015