Darshan Tushar Joshi

15, Sadhana Villa, Service Road, Naralipada, Thane (West) 400601 Email: darshan.t.joshi@gmail.com Cell: +91 9867999925 Home: +91 22 25471645

Education & Professional Qualifications

Chartered Financial Analyst (CFA) Program, USA Passed Level 3 MSc International Securities, Investment and Banking Postgraduate Merit ICMA Centre, Henley Business School, University of Reading June 2012 Sep. 2009 Jul. 2010 Reading, UK

Modules studied include: Fixed Income & Equity Investments; Bond Market Pricing and Trading Strategies; Corporate Finance; Derivatives Securities: Pricing, Hedging and Trading; Quantitative Methods for Finance; Real Estate Finance Key skills learnt include equity valuation using Discounted Cash Flow (DCF) and comparative valuation techniques, valuation of fixed income securities, financial modeling, derivatives pricing using binomial option pricing and Black-Scholes

IFID (International Fixed Income & Derivatives) Certificate - FSSCs (Financial Services Skills Council, UK) Key 2 Appropriate Exam for activities: Advising on Derivatives and Advising on Securities Certifications from the National Stock Exchange (NSE), Mumbai: Derivatives Markets (Dealers) Module Capital Markets (Dealers) Module Mutual Fund (Advisors) Module Securities Market (Basic) Module Financial Markets (Beginners) Module Bachelor of Management Studies First Class Sydenham College of Commerce & Economics, University of Mumbai HSC (Science) First Class St. John the Baptist High School & Junior College (Mumbai Board) 89% 77% 90% 86% 93% Aug. 2004 Apr. 2007 Mumbai, India Jun. 2003 Feb. 2004 Thane, India

Employment Record
Triveni Management Consultancy Services Ltd., Mumbai, India Aug. 2011 May 2012 Equity Research Analyst Performed screening, fundamental analysis and comparable analysis of investable companies Performed valuation using suitable methods as per company Wrote sell-side research reports to issue to institutional clients Also worked on debt capital financing deals Understood clients requirements, prepared paperwork for filing with banks Negotiated terms with banks on behalf of clients Tata Consultancy Services Ltd., Mumbai, India May 2007 Mar. 2009 Process Associate Worked in the payroll department, handling TCS-Australia payroll Handled end-to-end payroll processing activities for TCS-Australia on SAP Assisted in Business Development activities including preparing documentation, presentations Assisted the transition team for Nielsen-AC for transiting the Nielsen-Australia payroll process

Extra-Curricular Activities
Chair of the Equity group in the ISIC (ICMA Students Investment Club) Assisted by Professors Dr Jacques Pezier and Alan Pendleton (former Chief Investment Officer, Citibank Global Asset Management), two very prominent professors in asset management, who took the final calls on trades for the club, the club invested students pooled money Club was divided into Equity, Foreign exchange & Commodities groups Group involved weekly meetings for pitching investment ideas for the fund Involved researching potential equity investments to be included in the portfolio Involved convincing the faculty and students to buy a particular investment on the basis of research conducted, achieving groups trading decisions and positions management Keen follower of the value investing strategy from the Benjamin Graham school of thought Coordinated in the Sydenham College Careers Fair Management Committee Play cricket as a hobby. Played for the under-14 school team representing the district

IT Skills
Reuters 3000Xtra, Bloomberg MS Excel, MS Word, MS PowerPoint, MS Visio, MS Outlook, Lotus Notes

Languages
English (Fluent) Marathi (Native) Hindi (Fluent)

References
Available on request