Summary
Overview
Work History
Education
Skills
OTHER FINANCIAL EXPERIENCE
LANGUAGES
INTERNSHIPS
VOLUNTEER EXPERIENCE
Timeline
Generic

Jatin Chauhan,CFA,CAIA

Canadian Permanent Residence (PR) Holder,Surrey,Canada

Summary

Skilled ,highly motivated ,quick thinking and bilingual individual with 7+ years in trading and portfolio management within financial markets spread across derivatives trading , repo trading and personal investing with constant zeal to learn new skills.

Overview

4
4
years of professional experience

Work History

Analyst, Investment Banking Division

Barclays
Mumbai
05.2018 - 09.2021
  • Worked with Repo and Funding Traders in the Fixed Income Financing Team, Prime Brokerage across US, EMEA, and APAC regions responsible for managing shorts covering.
  • Helped external clients (including hedge funds, proprietary trading firms and other financial institutions)in shorts covering via internal lifts, external lenders, auto borrows,refinancing trades etc.
  • Managed the funding efficiency/ collateral for repo desk via internal efficiency, bilateral and tripartyschedules for optimum collateral utilization.
  • Ensured efficient /optimal collaterization of bonds against Global Collateralized Medium Term Notes (GCMTN) issued by corporate repo desk.
  • Bond by bond margining to provide funding to clients against the collateralized securities on basis of risk measures like OAS, Duration and net client position.
  • Bidding analysis and utilization analysis assisting the Trading desks for successful exclusive portfolio bids.
  • Prepared market color reports of special bonds and availability using Datalend data for distribution across sales and trading desks.
  • Led major system upgrade project – Cristal, that effectively helped streamline the entire shorts models for all desks saving 0.5+ FT.

Trainee Research Analysis & Operations Support

Xion Multiventures Private Limited (ARB Trading Group)
Gurgaon
08.2017 - 11.2017
  • Primarily worked as a trader in European market.
  • Developed and analysed new strategies identifying tradeable opportunities in VSTOXX, German, Italian Bonds and EURIBOR.
  • Managed risk and P&L while evaluating the performance of various strategies like spreads, flies, scalping etc
  • Interpreted the impact of global economic events and data influencing the price movements in the market.

Education

CECRL B2 Level French Proficiency in TCF Canada -

France Education International
01-2024

Cleared Chartered Alternative Investment Analyst (CAIA) Level 2 -

CAIA Association
11-2022

Cleared Chartered Financial Analyst (CFA) Level 3 -

CFA Institute
06-2019

Bachelors of Engineering (B.E.) - Information Technology

Netaji Subhas Institute of Technology, University of Delhi
Delhi
06-2017

Skills

  • Portfolio Management
  • Investment performance attribution
  • Fundamental Analysis
  • Financial Modeling & Valuations
  • Emerging markets
  • Excel
  • MySQL

OTHER FINANCIAL EXPERIENCE

Equity Investor , 10/2021 - Present

  • Actively investing in Indian equity markets.
  • Developing investment strategies using fundamental analysis by analyzing financial statements,market trends and economic indicators.
  • Finding investment opportunities in companies undergoing insolvency proceedings and corporate actions like rights issue.
  • Analyzing the impact of geo-political ,macro economic events ,sectorial behaviour on portfolio & making informed investment decisions accordingly.
  • Achieved a realized CAGR of 39.56% with moderate risk.

LANGUAGES

  • English
  • French
  • Hindi
  • Punjabi

INTERNSHIPS

  • Intern at GEN2030, Yekaterinburg, AIESEC Russia, June 2016
  • Social Media Intern at Smilyo Educational Charitable Society ,Delhi, Sept 2014-Sept 2015

VOLUNTEER EXPERIENCE

WOMENITE, Delhi

Timeline

Analyst, Investment Banking Division

Barclays
05.2018 - 09.2021

Trainee Research Analysis & Operations Support

Xion Multiventures Private Limited (ARB Trading Group)
08.2017 - 11.2017

CECRL B2 Level French Proficiency in TCF Canada -

France Education International

Cleared Chartered Alternative Investment Analyst (CAIA) Level 2 -

CAIA Association

Cleared Chartered Financial Analyst (CFA) Level 3 -

CFA Institute

Bachelors of Engineering (B.E.) - Information Technology

Netaji Subhas Institute of Technology, University of Delhi

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Jatin Chauhan,CFA,CAIA