Abishek Subedi
@abisheksubedi
Finance professional transitioning into paraplanning and client advisory.
NepalWhat I'm looking for
I am a motivated finance professional with over four years of hands-on experience in investment analysis, portfolio management, and equity research. I have led portfolio management operations overseeing 400+ equity portfolios with assets under management of NPR 1.2 billion and supported investment strategy, research, and client reporting.
My background includes roles as Senior Investment Associate, Portfolio Associate, and Equity Research Analyst where I developed financial models, prepared client reports, conducted market analysis, and delivered investor education. I hold an MBA in Finance (CGPA 3.81) and completed specialized certifications in financial modeling, AI-enhanced financial analysis, and Power BI.
I am currently transitioning into paraplanning and seeking remote or entry-level opportunities to support financial advisors with compliance, reporting, investment research, and client documentation. I bring strong analytical skills, client-facing experience, and a quick learning mindset to advisory teams.
Experience
Work history, roles, and key accomplishments
Senior Investment Associate
Garima Capital Limited
Led the PMS department managing over 400 equity portfolios (AUM NPR 1.2 billion), developed investment strategies aligned with client objectives, and oversaw research, portfolio reviews, and client reporting to improve portfolio performance.
Portfolio Associate
Icapital Private Limited
Jan 2023 - Dec 2024 (1 year 11 months)
Managed daily operations for managed portfolios, prepared client reports and forecasts, coordinated with research teams for fund allocation and asset evaluation, and supported client servicing and documentation.
Equity Research Analyst
The Bulls & Bears Nepal
Jan 2021 - Dec 2023 (2 years 11 months)
Performed regular market analysis using fundamental and technical tools, produced investor-focused reports and educational content, and led financial literacy trainings and investor awareness campaigns.
Education
Degrees, certifications, and relevant coursework
TSTribhuvan University, School of Management (SOMTU)
Master of Business Administration, Finance
2019 - 2021
Grade: CGPA: 3.81
Completed an MBA with a specialization in Finance, focusing on investment analysis, portfolio management, and financial modeling (CGPA: 3.81).
BIC (Bachelor's program)
Bachelor of Business Administration, Business Administration
2014 - 2018
Grade: CGPA: 3.67
Completed a Bachelor of Business Administration degree with coursework in business and finance (CGPA: 3.67).
Aroma Higher Secondary School
Intermediate, Intermediate Science
2012 - 2014
Grade: 71.6%
Completed intermediate level studies in Science with a score of 71.6%.
Tech stack
Software and tools used professionally
Availability
Location
NepalAuthorized to work in
Job categories
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