Preet Khimasia
Portfolio Management Analyst | CFA Level 1 Passed
- Role
- Portfolio Management Analyst at Zaring Family Foundation
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Preet Khimasia
As President of Bearcat Solar Car, my leadership has been instrumental in coordinating…
Experience
Portfolio Management Analyst
Aug 2024 — Present · Cincinnati, OH, US
Conducted in-depth fundamental research and analysis of securities, providing actionable long/short investment recommendations. • Maintained precise portfolio accounting data through daily reconciliations, enhancing accuracy and efficiency. • Managed equity and derivatives trade processing, ensuring seamless trade allocation communication with stakeholders.
Education
University of Cincinnati
Bachelor of Business Administration - BBA
2022 — 2025
University of Cincinnati
Bachelor of Science - BS
2021 — 2025
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