Utkrisht Sethi

FMVA®, CMSA® & CFA All Levels Cleared

Committed to becoming a field specialist, striving to develop strategies that advance society while meeting organisational and personal objectives.
Passionate about driving positive change, seeking to align professional goals with societal impact, and contributing to organisational success.

utkrishtsethi15@gmail.com +91-8291474684 Delhi linkedin.com/in/utkrishtsethi

WORK EXPERIENCE SKILLS

Credit Suisse, India Financial Analysis Corporate Finance Equity Valuation
Financial Analyst (Product Controller)
05/2021 - 05/2022, Pune, India
Alternative Assets Fixed Income Corporate Valuation
Department - Product Control Analytics | Exceptions Management
Financial Modeling Derivatives Portfolio Management
Tasks/Accomplishments
Performed analysis of the daily trading P&L by understanding Bloomberg Microsoft Excel Financial Management
trading strategies, risk profile and market conditions.
Took ownership of valuation matters, including Independent Price
Verification, Valuation Adjustment and Fair Value Adjustment.
Leveraged technology (Machine Learning) and tools to deliver AWARDS & ACHIEVEMENTS
solutions that streamline daily and monthly P&L preparation.
Partnered with the business to evaluate and integrate new financial
Passed CFA Level 3 (02/2024)
products into the financial environment in a controlled manner.
Scholarship for CFA Level 1 & 3 (03/2023)
Trained members and worked closely with the Control team, to Awarded CFA scholarship for level 1 under University Affiliation Program (UAP) & for
correct the breaking trades by performing related valuations. level 3 under Access Scholarship Program (ASP).
Executed a groundbreaking method to streamline daily task,
Director's Award - Symbiosis, Pune (05/2021)
reducing the time taken from 7 minutes to 5 seconds.
Displayed meritorious academic performance in MBA.
Awarded three RAVE's (Recognizing and Valuing Excellence) in
one year for upholding and displaying exemplary performance.

INTERNSHIPS & PROJECTS
Internship - DVS & Partners (Financial Advisor)
(05/2022 - 12/2022)
Providing wealth management & portfolio management related services to
the firm & its partners.
Internship - Credit Suisse (Product Control Analytics - VaR
Backtesting) (05/2020 - 06/2020)
Performed daily analysis of Global Profit & Loss Account, VaR - Backtesting
process and reported it to the respective global regulators.
Solstice Horizon Wealth Fund (Portfolio Simulation)
(02/2023 - 03/2023)
Performed portfolio simulation using mean variance optimization on 4
stocks and 4 indices to determine optimal weights for asset allocation.
CERTIFICATES
Investment Manager Selection (CFA Institute) (11/2023)
Covered principles related to manager universe, quantitative analysis & qualitative
analysis (investment due diligence & operational due diligence).
Performance Attribution (CFA Institute) (10/2023)
Covered return attribution concepts like Brinson model (BHB & BF), calculation and
interpretation of allocation, selection, and interaction effects.
Performance Evaluation: Risk Measurement & Data Integrity (CFA
Institute) (10/2023)
Explored performance evaluation's role in investment management, its usefulness to
clients, and ethical considerations in presentations.
Risk Measurement, Risk Attribution & Performance Appraisal
(CFA Institute) (09/2023)
Explored distinctions between non-financial & financial risk; various classifications of
market risk, downside risk, drawdown, value at risk, etc.

IPO Gain/Loss Prediction Model (09/2022 - 09/2022)
Multiple regression model executed, to predict upcoming IPOs listing
gains/losses with approx. 79% accuracy.
Stockotine Screener BSE & NSE 2700+ (12/2021 - 03/2022)
Designed industry specific, real-time, and self-updating stock screener.
Essentials of Factor Investing (Robeco | CFA Institute) (04/2022)
Capital Market & Securities Analyst® (Corporate Finance
Institute) (03/2021)
Performed the valuation of swaps, futures, options, forwards, forward rate
agreement & swaptions, etc.

Research Paper - Investing Strategies & Performance of Retail
Investors vs Financial Advisors (03/2021 - 09/2021)
Focusing on the returns generated, asset allocation, risk perception and
asset selection by Retail Investors & Financial Advisors.
Financial Modelling & Valuations Analyst® (Corporate Finance
Institute) (08/2020)
Performed financial valuations for different types of businesses/industries.
CFA Ethical Decision Making (CFA Institute) (06/2020)

EDUCATION
Master of Business Administration (Finance)
VOLUNTEER EXPERIENCE
Symbiosis Institute of Management Studies, Pune CFA Practice Analysis Working Body Member
06/2019 - 04/2021, 7.86/10 CGPA
(01/2022 - 12/2022)
Reviewing CFA curricula such as LOS, readings and study tools.

Bachelor of Commerce (Honours) - Accounting &

Finance
Narsee Monjee Institute of Management Studies, INTERESTS
Mumbai
Travelling Simulations Aviation Badminton
05/2016 - 03/2019, 3.15/4 CGPA