Daksh Chhabra
Investment Specialist @ J.P. Morgan I CFA Level 3 candidate & CFP
- Role
- Investment Associate at J.P. Morgan
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Daksh Chhabra
Seasoned investment fund research and due diligence professional (CFA Level Candidate…
Experience
Investment Associate
Feb 2020 — Present · Mumbai, IN
Write fund commentaries, conduct due diligence, investment research, review RFPs & DDQs, and present stock stories/research to portfolio managers* Accomplished SME on sustainable strategies & completed certification in “Corporate ESG & Sustainability” (Udemy)* Prepare strategy/customized client presentations, work on niche projects & respond to ad-hoc fund queries of CAs* Performed fund analysis by using Morningstar and MSCI ESG Manager search databases* Impeccable success in managing operations and stakeholder management* Collaborated with technology team in executing projects in Python & Power BI for streamlining the process
Education
NSE
NCFM Certifications :, Financial markets
2006 — 2007
Symbiosis, Pune
MBA, Finance
2007 — 2009
D.C.A.C , University of Delhi
B.Com(Pass), Commerce
2002 — 2005
CFAInstitute
CFA Level III Candidate, Corporate Finance
2009 — 2012
Financial Planning Standards Board, India
CFP, Financial Planning
2007 — 2009
Aptech
MS Excel & Tally, Accounting
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