Ushveen Keer
Ahmedabad,India
Summary
Experienced investment analyst skilled in ethical investments and options trading. Specialises in financial data analysis and equity research, with a strong ability to manage client relationships. Proven success in developing investment strategies that deliver client-focused financial solutions.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
Work history
Investment analyst
Bridge Securities Limited
Ahmedabad
2024.10 - 2025.12
- Conducted comprehensive research on industry trends to inform investment strategies.
- Prepared presentations for clients showcasing various investment options and strategies.
- Identified promising investment opportunities in emerging markets.
- Maintained up-to-date knowledge of regulatory requirements impacting investment decisions.
- Collaborated with team members to create diversified investment portfolios.
Research Analyst - Finance
Darsh Finstock Pvt Ltd
Ahmedabad, IN
2023.02 - 2024.08
- Conducted in-depth market analysis of financial instruments, including equities, bonds, and derivatives.
- Assisted in preparing detailed financial reports and client presentations to support investment decisions.
- Supported trade execution and monitored market conditions for risk management.
- Achievements:
- Contributed to a portfolio strategy that achieved a 10% increase in returns over six months.
- Monitored and evaluated investment portfolios on a monthly basis, identifying underperforming assets and proposing strategic shifts that resulted in a 10% improvement in overall portfolio yield.
Equity Advisor - Finance
Nostra Wealth Private Limited
Ahmedabad, IN
2019.07 - 2023.01
- Performed fundamental and technical research on various stocks and sectors to identify investment opportunities.
- Assisted in developing investment reports and market trend analyses.
- Achievements:
- Utilized financial software for data management and analysis.
- Identified key market trends leading to a successful investment recommendation with a projected return of 25%.
Equity Advisor - Finance
ICICI Securities
Mumbai, IN
2018.05 - 2019.04
- Advising clients on trading strategies for derivatives and equity stocks.
- Provided administrative support including updating client records and preparing documentation.
- Coordinated with internal teams to ensure efficient operation and client service.
- Assisted in executing trades and managing portfolios under supervision.
- Achievements:
- Enhanced client satisfaction scores by 90% through timely reporting and personalized support.
Education
PG Certification - Digital Marketing and Communications
MICA & upGrad
Ahmedabad, IN 2023.02 - 2023.12
Master of Business Administration - undefined
IBS Mumbai
Mumbai, IN 2016.05 - 2018.03
Bachelor of Commerce (HONS) - undefined
Devi Ahilya Vishwavidyalaya
Indore, IN 2012.06 - 2015.06
Skills
- Ethical investment understanding
- Options trading familiarity
- Microsoft office mastery
- Researching
- Client Relationship Management
- Data handling
- Financial data analysis
- Investment opportunity analysis
- Financial analysis
- Equity research
- Customer Service
- Communication skills
- Product knowledge
ADDITIONAL INFORMATION
English
Advanced (C1)
Hindi
Native
Gujarati
Beginner
Punjabi
Elementary
ADDITIONAL INFORMATION
Hobbies: Enjoy delving into fiction and non-fiction books, also have passion for creating delicious baked treats, makes sure to dedicate an hour daily to badminton at a local club, a diverse music enthusiast which stimulates my creativity and helps with relaxation and stress management, love cultivating plants and designing garden spaces.
INTERNSHIPS
- Equity Advisor
- Anand Rathi Share and Stock Brokers Limited [May '16 - Jun '14]
- Mumbai, IN
- Organized a detailed analysis of market trends and financial data to support investment decisions.
- Assisted in client communications, preparing reports, and summarizing investment performance.
- Utilized financial software to track portfolio performance, execute trades, and manage data accuracy.
- Assisted with administrative duties including document preparation, scheduling meetings, and organizing files.
Affiliations
- Reading, Graphic designing, Home DIY projects
References
References available upon request.
Timeline
Investment analyst
Bridge Securities Limited
2024.10 - 2025.12
Research Analyst - Finance
Darsh Finstock Pvt Ltd
2023.02 - 2024.08
PG Certification - Digital Marketing and Communications
MICA & upGrad
2023.02 - 2023.12
Equity Advisor - Finance
Nostra Wealth Private Limited
2019.07 - 2023.01
Equity Advisor - Finance
ICICI Securities
2018.05 - 2019.04
Master of Business Administration - undefined
IBS Mumbai
2016.05 - 2018.03
Bachelor of Commerce (HONS) - undefined
Devi Ahilya Vishwavidyalaya
2012.06 - 2015.06