Preksha Jain

About Preksha Jain

8+ years of experience in Investment industry. Worked on credit and currency portfolios of UHNI clients and Institutional clients. Supported portfolio manager in constructing IMAs, analysing market and developing investment and trading strategies. Focused on economic research, fundamental market analysis and performance analysis of the portfolios. Had always been enthusiastic about innovations in finance and designing tech-focused solutions.Passionate about education and mental well-being. Had a brief stance building a mental health app. Further, have been advocate of value adding education and guidance to students. Now, investing to solve problems of unexposed and under-served students.

Experience

1. Fx Strategist

   ANZ

   Aug 2024 — Present · Bengaluru, IN

   Responsible for FX research across G10 currencies, contributing thematic trade ideas and market insights for clients. Notes are published regularly on ANZ research portal and bloomberg. Work closely with trading, sales, and economics teams to ensure alignment between market developments and client strategy.Leverage Python to build models that enhance currency strategy and macro analysis

Education

• Jai Narain Vyas University

  Master's degree, Econometrics and Quantitative Economics

  2014 — 2016

• Jai Narain Vyas University

  B.com Honours, Business Finance and Economics

  2011 — 2014

• CFA Institute, USA

  Passed CFA Level III

  2016 — 2018

Skills

• Economics
• Equity Research Analysis
• Fundamental Analysis
• Investment Management
• Statistical Data Analysis
• Research
• Quantitative Finance
• Microsoft Excel
• Quantitative Research
• Portfolio Management
• Fx Hedging
• Teamwork
• Visual Basic for Applications (Vba)
• Risk Management
• Corporate Finance
• Economic Research
• Financial Economics
• Data Analysis
• Arbitrage
• Derivatives
• Financial Analysis
• Macro Analysis