Prateek Jain, Cfa
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Prateek Jain, Cfa Email & Phone Number

Head of Fixed Income at Capitalmind Mutual Fund
Location: Mumbai, Maharashtra, India 6 work roles 5 schools
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Current company
Capitalmind Mutual Fund
Role
Head of Fixed Income
Location
Mumbai, Maharashtra, India
Company size
21 employees

Who is Prateek Jain, Cfa? Overview

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Quick answer

Prateek Jain, Cfa is listed as Head of Fixed Income at Capitalmind Mutual Fund, a company with 21 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Prateek Jain, Cfa.

Prateek Jain, Cfa previously worked as Fund Manager at Invesco Asset Management (India) Private Limited and Fixed Income Dealer at Invesco Asset Management (India) Private Limited. Prateek Jain, Cfa holds Cleared All 3 Levels. from Cfa Institute.

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Email format at Capitalmind Mutual Fund

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Capitalmind Mutual Fund

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Profile bio

About Prateek Jain, Cfa

Experienced Fixed Income Specialist with a demonstrated history of working in the Asset Management industry. Skilled in Fixed Income Trading, Securities, Treasury, Prime Brokerage, and Investment Advisory. Graduate from prestigious Narsee Monjee college & CFA charter holder

Current workplace

Prateek Jain, Cfa's current company

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Capitalmind Mutual Fund
Capitalmind Mutual Fund
Head of Fixed Income
Mumbai, MH, IN
Website
invescomutualfund.com
Employees
21
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6 roles

Prateek Jain, Cfa work experience

A career timeline built from the work history available for this profile.

Fixed Income Dealer

Principal Mutual Fund

Mumbai Area, India

  • Daily scheme wise portfolio preparation and analysis.
  • Liquidity and investment management of liquid & ultra short term funds.
  • Analysing yield curves, spreads and liquidity conditions to predict market movements and identifying opportunities for duration trades.
  • Responsible for Deal negotiation, closure and inputting in system.
  • Maintenance of relationship with broker and bond arrangers for smooth execution of the trades.
  • Execution of trades in CBLO, CROM, NDS-OM & E-Kuber system.
Sep 2012 - Dec 2017

Fixed Income Dealer

Taurus Corporate Advisory Services Limited

Mumbai Area, India

  • Sourcing of high quality Commercial Papers from Corporates and Financial institutions.
  • Meeting with Finance\Treasury head for potential business development in fields of corporate financial, primary placement & WDM enplanement etc.
  • Acting as arrangers in primary debt issuance.
  • Analysing daily national and international developments in capital markets for preparing and sending evening report to internal and external clients.
Oct 2011 - Sep 2012

Junior Associate

Edelweiss Capital

Mumbai Area, India

  • Monitoring of Client level risk of LAS (Loan Against Shares). Analysing client-wise, script-wise exposure, shortfalls, portfolio quality etc.
  • Keeping close watch at markets to identify potential risk rising form volatility of any stock.
  • Keeping regular updates of various changes in regulatory & govt policies, exchange rules etc and sending the same to potential clients as “Edel Prime” news letter.
  • Various MIS reporting including Revenue, Sales pipeline, Cost sharing.
  • Sales support in IPO funding and structured products.
  • Credit appraisals for fresh sanction\ Renewals of loan including Balance sheet analysis, CIBIL, SEBI defaulters list checks.
Jul 2010 - Oct 2011
Team & coworkers

Colleagues at Capitalmind Mutual Fund

Other employees you can reach at invescomutualfund.com. View company contacts for 21 employees →

SM Sambamurthy Machiraju Sambamurthy Machiraju Colleague at Capitalmind Mutual FundKrishna, Andhra Pradesh, India, India View → GM Gavaskar Margam Gavaskar Margam Colleague at Capitalmind Mutual FundHyderabad, Telangana, India, India View → NV Nitin Vaid Nitin Vaid Colleague at Capitalmind Mutual FundJalandhar, Punjab, India, India View → SK Santosh Kumar Santosh Kumar Colleague at Capitalmind Mutual FundHyderabad, Telangana, India, India View → AK Anit Kumar Bardhan Anit Kumar Bardhan Colleague at Capitalmind Mutual FundRaipur, Chhattisgarh, India, India View → SV Satish Vudumula Satish Vudumula Colleague at Capitalmind Mutual FundAndhra Pradesh, India, India View → KR Krishna Reddy Dasari Krishna Reddy Dasari Colleague at Capitalmind Mutual FundHyderabad, Telangana, India, India View → KM Kaushal Mehta Kaushal Mehta Colleague at Capitalmind Mutual FundMumbai, Maharashtra, India, India View → NA Nikhila Addepalli Nikhila Addepalli Colleague at Capitalmind Mutual FundHyderabad, Telangana, India, India View → SJ Shaik Javid Jani Shaik Javid Jani Colleague at Capitalmind Mutual FundVisakhapatnam Rural Mandal, India, India View →
5 education records

Prateek Jain, Cfa education

Cleared All 3 Levels.

Cfa Institute

Certified Financial Planner, Financial Planning And Services

International College Of Financial Planning

10 +2, Commerce, Maths

Dav Public School, Amritsar

Activities and Societies: Student Council, Management Quiz Team

FAQ

Frequently asked questions about Prateek Jain, Cfa

Quick answers generated from the profile data available on this page.

What company does Prateek Jain, Cfa work for?

Prateek Jain, Cfa works for Capitalmind Mutual Fund.

What is Prateek Jain, Cfa's role at Capitalmind Mutual Fund?

Prateek Jain, Cfa is listed as Head of Fixed Income at Capitalmind Mutual Fund.

Where is Prateek Jain, Cfa based?

Prateek Jain, Cfa is based in Mumbai, Maharashtra, India while working with Capitalmind Mutual Fund.

What companies has Prateek Jain, Cfa worked for?

Prateek Jain, Cfa has worked for Capitalmind Mutual Fund, Invesco Asset Management (India) Private Limited, Principal Mutual Fund, Taurus Corporate Advisory Services Limited, and Edelweiss Capital.

Who are Prateek Jain, Cfa's colleagues at Capitalmind Mutual Fund?

Prateek Jain, Cfa's colleagues at Capitalmind Mutual Fund include Sambamurthy Machiraju, Gavaskar Margam, Nitin Vaid, Santosh Kumar, and Anit Kumar Bardhan.

How can I contact Prateek Jain, Cfa?

You can use AeroLeads to view verified contact signals for Prateek Jain, Cfa at Capitalmind Mutual Fund, including work email, phone, and LinkedIn data when available.

What schools did Prateek Jain, Cfa attend?

Prateek Jain, Cfa holds Cleared All 3 Levels. from Cfa Institute.

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