Chartered Financial Analyst® (CFA®) Level 3 Cleared (Charter Awaited) and CA Inter Qualified Professional with over 10 years of experience specializing in both qualitative and quantitative research for Private Equity and Consulting clients. Adept in investment research, including private equity analysis, performance evaluation and attribution, macroeconomic research, and financial modelling. Proven track record in delivering actionable insights and strategic recommendations to drive investment decisions and optimize financial performance.
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Delivery ManagerAcuity Knowledge PartnersDelhi, India -
Treasury ManagerDlf Limited Aug 2024 - PresentNew Delhi, Delhi, India -
Delivery LeadAcuity Knowledge Partners Apr 2021 - Aug 2024Gurugram, Haryana, India -
Senior AssociateMoody'S Analytics Dec 2017 - Apr 2021Gurgaon, Haryana, India -
Deputy Senior AssociateMoody'S Analytics Jan 2017 - Dec 2017Gurgaon, India -
AssociateMoody'S Analytics Jan 2016 - Jan 2017Gurgaon, India -
Equity Research AnalystFicus Mercantile Ltd. Nov 2014 - Jan 2016Working with FICUS WEALTH Pvt. Ltd. FROM 21ST January, 2014, as an Equity Research Analyst & my responsibilities includes: a.) Provide fundamental research on industry and individual company using investment tools like Bloomberg to generate timely and accurate investment recommendationsb.) Develop financial models to accurately reflect companies overall performance and valuation to help make sensible investment decisions. c.) Review and interpret information using financial ratios, cash flow statements, income statements and balance sheets on publicly traded companies.d.) Maintain an extensive coverage list of companies and monitor of all developments on those companies. e.) Continuously tracking and managing client’s portfolios according to their IPS.f.) Performing research for upcoming IPO’s, estimating its appropriateness for clientsg.) Participate in industry conferences, on-site visit, gathering first-hand information and help enhance investment process. h.) Updating client’s IPS according to the changes in his/her circumstances.
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Financial TraineeFicus Mercantile Ltd. Aug 2014 - Oct 2014Barakhamba Road, Connaught PlaceWorking with FICUS WEALTH Pvt. Ltd. FROM 21ST July, 2014, as a Trainee & my responsibilities includes: a.) Finding and researching on companies so that I can add the best asset to my Company’s clients as per their IPS.b.) Continuously tracking and managing client’s portfolios.c.) Writing Reports on different investing prospects and giving recommendation as per that. d.) Report writing on various commodities and following up the same.
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Articled AssistantPerfect Accounting & Shared Services Pvt. Ltd. Aug 2011 - Jul 2014Hauz Khas, New DelhiWorked with PERFECT ACCOUNTING AND SHARED SERVICES (NARENDRA SINGHANIA AND COMPANY) FROM 16TH August, 2011 till 16TH July 2014, as an articled assistant.& my responsibilities included: a.) Performing Accounts Audit which included Statutory Compliances And Dues like TDS, Service tax, Vat, etcb.) Checking & Preparing Bank Reconciliation Statement, Monthly Revenue Reconciliation, inter-Unit reconciliation, etc.c.) Vouching of various Books, like Journal voucher, Purchase Voucher, Work Order Voucher, etc. on random basis.
Manish Mishra Education Details
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Commerce -
Tagore International SchoolBusiness/Commerce, General -
Cfa InstituteCfa(Usa) Level 3 Cleared!! -
Cfa InstituteFinance, General
Frequently Asked Questions about Manish Mishra
What company does Manish Mishra work for?
Manish Mishra works for Acuity Knowledge Partners
What is Manish Mishra's role at the current company?
Manish Mishra's current role is Delivery Manager.
What schools did Manish Mishra attend?
Manish Mishra attended Delhi University, Tagore International School, Cfa Institute, Cfa Institute.
Who are Manish Mishra's colleagues?
Manish Mishra's colleagues are Hansi Saxena, Mridu (Gupta) Pandey, Deepshikha Tiwari, Ca Bunty Agrawal, Hiruni Davidpulle, Sachin Negi, Gerald Corrales Vindas.
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