Puneet Sharma, Cfa, Cmt Email & Phone Number

Managing company’s annual G10 FX and interest rate exposure within prescribed risk limits. Leading a small team to generate high-conviction trade ideas, build investment strategies, and execute trades based on macroeconomic, technical, and quantitative analysis.• FX & Rates Trading: Advising and taking decisions to hedge & trade on the company’s annual G10 FX & interest rate exposure within prescribed risk limitso Initiated option tradingo Uncovering high-conviction trading opportunities across G10 macro-events o Swaps: Analyzing across the curve in both inter-markets (IRS) and Indian Rates curve (OIS). • Delivering in-depth Macroeconomic Research & Market Analysis through market-moving events (economic data, central bank, & govt. policies, political events etc.) with real-time commentary and actionable insights.o Modelling and forecasting the key economic G7 data o Tracking market trends & major economies,o Closely tracking Fixed income markets for G7: Yield curves, STIR (SOFR/FF/Euribor/BAX etc.), Repos, swap spreads, issuance, credit markets, and other ad-hoc markets.• Initiated Quantitative Research & Modeling - Exploring mid-frequency alpha generating strategies. • Leveraging Advanced Technical and Cross-asset analysis to optimize trade execution. Employ custom-made indices and oscillators to track market positioning, volatility & volume dynamics, and inter-asset correlations. • Managing relationships with sell-side FX & Interest Rates market-makers and macro research providers. • Designed & implemented robust back-office processes for risk-reporting, reconciliation, and performance tracking to reduce reporting time. Drafted & continuously updated the dashboard. • Mentored and trained new team members in various aspects of markets & macroeconomic analysis and in operational processes. • Demonstrated exceptional initiative and go-getterness when needed by tackling diverse challenges and delivering tangible outcomes in other areas.

Analyzing key macroeconomic drivers deeply with focus on FX & rates. Improving decision making through quantification of views & market info.

Providing actionable market insights via pre- and post-event analysis of macro events (ex. economic data releases, central bank & govt. policies, political events etc.). Expanded the scope of the treasury department by adding members for operations and economic modelling.

Chandigarh Area, India

This job is an intersection of market analysis, advisory, and trading. Working closely with top management to manage P&L and risk of FX (spot, forwards, & options) and Interest Rates.

New Delhi Area, India

Part of a team responsible for the whole spectrum of middle and back office tasks of a multi-strategy hedge fund. • Sent to the New York office for further training & sourced the task of managing collateral and liquidity (Margin Calls) on OTC positions.• Built an automated Excel-based system for estimating margin and exposure to reconcile with brokers.• Drafted the ops training manual from scratch and improved it over time, and trained colleagues on US session tasks.• Engaged with traders to glean market color and deepen understanding of market movements and macroeconomic factors.• Developed and transitioned swap recon a new reconciliation application (with IT) reducing process time for swap resets by as much as 50%

New Delhi Area, India

Part of operations team overlooking daily reconciliation, trade booking, OTC margin calls, reviewing OTC trade confirmations and other operational procedures• Delivered extraordinary performance leading to promotion in the first appraisal.• Managed a wide range of middle & back-office tasks, including trade settlements, trade support, handling queries from broker & fund admin, and cash settlements (swap resets, options/PTH fees, margin calls). Demonstrated accuracy and efficiency in handling high volumes of transactions.• Initiated trade booking and drove IT project to build a system to reduce manual trade booking by almost 90%

New Delhi Area, India

Established new channel partners in the region to drive sales and provided a full range of support from pre-sales to post-sales follow-up. Duties included cost-benefit analysis, overseeing project progress, and addressing customer/partner concerns.Increased revenue by 30% within 6 months of joining and added 3 new channel partners to drive sales growth in North India.

Gurgaon, India

Assisted in the execution of national events like - SHANKAR, EHSAAN & LOY concert, and International conference (IRSTE)