Khush Punjabi
Portfolio Associate
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Presently working as a Portfolio Associate at Morgan Stanley Australia.
My job responsibilities include but are not limited to conducting investment analysis, writing performance reports, assisting portfolio managers with day-to-day operations, placing trades on equity markets for client portfolios across multiple global markets, examining and analysing financial and investment information, including company profiles, global stocks, fixed income yields as well as past trends, preparing research reports for potential investments, researching, drafting and updating rationale supporting the investment decisions while remaining up to date on all material industry changes which may affect client portfolios.
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I graduated with a Bachelor of Business (Minors: Finance, Accounting and Marketing) in April 2019. I highly regard integrity as an individual and possess qualities to work collaboratively and effectively in team environments. While I have been an accomplished student that perseveres his ambition for success, which is driven by a life-long craving for learning I also possess a robust leadership personality characterised by core values of empathy, morality and transparency, with a life-long commitment to self-awareness and development to play a valued contribution to the various societies around me.I have a strong appreciation and appetite for hard-work led success while cherishing the finer things in life.
Since childhood, I have been surrounded by entrepreneurial personalities in the family that have had an extremely positive impact on me and was the catalyst behind my new-found passion for Finance, which is the backbone of businesses around the world.
Embracing the learning outcomes of this journey has enabled me to look at scenarios and circumstances in a different, more optimistic light.
With a life-long focus on holistic development, I am captivated and thrive off the challenge of the unknown, whilst being humble in my mistakes as an opportunity to learn. Ultimately, I wish to use these experiences to better myself and those around me in any way I can.
EXPERIENCE
August 2019 – Current
Portfolio Associate
Morgan Stanley, Adelaide
Responsibilities:
Conduct Investment Analysis
Write Performance Reports
Assisting Portfolio Managers with day to day operations
Rebalancing Portfolios and preparing trade sheets
Tracking Economic Trends
Placing Trades across Global Equity, Bond and Currency Markets
Research Reports for Potential Investments
Projecting estimated portfolio returns and income
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December 2018 – February 2019
​​Research Analyst
Ventura Securities, Mumbai
Responsibilities:
Illustrate the growth rates of Counties based on GDP
Researching Industries and their respective growth rates
Estimating the market share of the major companies in the relevant industries
Comparing per capita consumption
Researching Individual Companies
September 2016 - September 2018
Assistant Catering Manager
Beyond India, Adelaide
Responsibilities:
Promoting Sales
Cash Management
Inventory Management
Customer Service
End of day Processing
A Representative at the Adelaide Oval, Adelaide Fringe and various music festivals and events.
October 2016 - July 2017
Front Counter Crew Member
McDonalds West Terrace, Adelaide
Responsibilities:
Helping Customers Order
Executing Orders
Operating Cash Register
July 2017 - March 2018
Secretary Position
ISASA Student Committee
Responsibilities
Organised and managed multiple events
for up to 200 attendees
September 2016 - 2017
Sales Coordinator
Royal Adelaide Show, Adelaide
Responsibilities:
Promoting Sales
Cash Management
(Handling cash up to $5000 a day)
Inventory Control
Customer Service
January 2015 - August 2015
Online Store Manager
White Technologies, Mumbai
Responsibilities:
Customer Service
Cash Management
Sales Reconciliations
Transaction Processing
Inventory Management
Stock Receipting
End of day Processing
Volunteering Experience
TedX Adelaide 2016
Canteen Australia 2015
(Community Fundraising Officer)
EDUCATION
August 2020
Margin Lending Accreditation
Stockbrokers and Financial Advisers Association Ltd (Tier 1)
July 2020
Securities & Managed Investments Accreditation
Stockbrokers and Financial Advisers Association Ltd (RG146)
December 2019
Series 7 Exam for Morgan Stanley
Financial Industry Regulatory Authority (FINRA)
2018-2021
CFA Level 2 [Currently Pursuing]
Chartered Financial Analyst
Level 2 Subjects - Pursuing
Level 3 Subjects - TBD
2015-2018
Bachelor's in Business
(Finance, Accounting and Marketing)
2013-2015
HSC Commerce
HR College of Commerce and Economics
SKILLS
Microsoft Excel​
Bloomberg Terminal
IRESS - Financial Software
Dependable and Punctual
Initiative and Problem-Solving Abilities
Prioritizing and Organising
Powerpoint Presentation
Accounting and Book Keeping
Pragmatic and Passionate
Interpersonal Skills and Candid
PERSONAL INTERESTS
Reading
Chess
Tennis
Theatre & Acting
Travelling
Trekking & Hiking