Paul Joseph is a Wealth Management | CFA level 2 Candidate.
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Research AssociateWay2Wealth Brokers Pvt. Ltd. May 2024 - Aug 2024Mumbai, Maharashtra, Indiao Making Monthly Market Outlook Report which is used across the firm and firm's clients for Monthly Market Review, Market Outlook and Investment Strategyo Conducting Fund Management meetings along with Research team on new Mutual Funds for evaluation.o Doing analytics on performance related data shared by AMCs in terms of rolling returns, alpha, Sortino and other Quantitative as well as Qualitative parameters.o Drafting mailers to be shared with Sales team on new products onboarded.o Making Client specific Mutual fund portfolio recommendation based on the risk parameters and other variables.o Creating the Model Portfolio which is used uniformly across all clients as well as creating a Existing Product deck which displays our recommended products across Mutual Funds, PMS and AIF.o Handling Quarterly Evaluation of all recommended funds and changing recommendations as required. o Creating Daily Performance Report, Daily NFO Report, and Daily Debt Quant. o Making Weekly Newsletter with updates in the Mutual Fund Industry -
Products & Research InternEquirus Wealth Oct 2023 - Mar 2024Mumbai, Maharashtra, Indiao Created a Mutual Fund Ranking Model from scratch that was used by the senior management for whitelisted related decisions. o Have worked extensively on Bloomberg, Finalyca, AceMF and VCCircle for the creation of Family Office Pitch Deck, Bank Pitch Decks and Monthly Reckoner.o Performing scoping of Non-MF Products to fill in Product gaps on the Offshore, Gift City, PMS, AIF space by liaising with asset management companies (AMCs) and doing third-party research & due diligence.o Conducting Fund Management meetings along with Products team on new products for evaluation.o Doing analytics on performance related data shared by AMCs in terms of rolling returns, alpha etc.o Drafting mailers to be shared with Sales team on new products onboarded.o Maintaining a tracker of all MF and Non-MF Products with fund details, strategy details, fund -
Financial AnalystThe Startup Scholars Jul 2022 - Oct 2023New Delhi, Delhi, IndiaAs a Financial Analyst, I worked on company valuation for Investor funding and analysing financial statements. -
Sales ManagerThe Startup Scholars Oct 2021 - Sep 2023As a Sales Team Manager, was responsible for supervising the sales team and making weekly reports to the founders of the company. -
Operations InternThe Startup Scholars Jul 2021 - Oct 2021Delhi, IndiaAs Operations Executive, I worked on 10+ client projects to streamline processes, research and strategy development. -
PresidentDrachma Ase Aug 2022 - Jul 2023 -
Vice PresidentDrachma Ase Jun 2021 - Aug 2022Drachma is the Finance Society of Amity School of Economics. It consists of 3 pillars on which the club functions and they are:1) Events and Webinars2) Bulletin: Its the financial newsletter that was introduced so that people can understand financial news in simpler way as well as increase financial knowledge of the readers3) CFA Foundation: As Vice President, I started free classes for few interested students to complete their CFA foundation course. We provide classes and notes as part of this initiative. I also formulated a business model and have plans on creating a cash flow which could be used to further expand the CFA foundation base. -
National VolunteerJax Foundation Feb 2023 - Apr 2023Noida, Uttar Pradesh, India -
PresidentCellium: The Entrepreneurship And Innovation Cell Of Ase Jul 2022 - Sep 2022 -
TreasurerCellium: The Entrepreneurship And Innovation Cell Of Ase Jun 2021 - Sep 2022Cellium is the Entrepreneurship and Innovation Cell of Amity School of Economics. We conduct and prepare webinars and startup competitions for students of Amity School of Economics. As a club, our goal is to help students to build ideas and make a change in our society. -
Ideation HeadEcopedia (Economics Club Of Ase) Aug 2021 - Aug 2022As the Ideation Head of the club, was responsible for the creative ideas that went behind the event, webinars and other sessions which directly translated to higher retention rate of participants and creating opportunities to learn more.
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Marketing Core MemberAse Conference Sep 2021 - Mar 2022The idea of development has evolved itself and the world today has joined hands to set its goals and targets and achieve the same. Accordingly, Sustainable Development Goals (SDG) have been set wherein all the aspects of human development are taken care of. The SDGs are specifically aimed to eliminate poverty and hunger, ensure good health and well-being, provide quality education to all, ensure gender equality, provide clean water and sanitation.I work mainly on handling LinkedIn Account and also finding new strategies of getting connections through different platforms. This includes getting papers to be presented by external researchers and academicians. -
Campus AmbassadorViral Fission Jun 2021 - Jan 2022Delhi, IndiaFISSION MARKETING LLP is a youth marketing firm with a unique hands-on approach to helping clients with all aspects of youth. We provide services in marketing, digital marketing strategy, social media marketing, branding & design, mobile marketing, and network marketing.
Paul Joseph Education Details
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Business/Managerial Economics
Frequently Asked Questions about Paul Joseph
What is Paul Joseph's role at the current company?
Paul Joseph's current role is Wealth Management | CFA level 2 Candidate.
What schools did Paul Joseph attend?
Paul Joseph attended Amity University, Lilavatibai Podar Sr Secondary School.
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Paul Joseph
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Paul Joseph
Founder & Director @ Fuzion Ventures | Residential Conveyancing | Digital Transformation LeaderIndore
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