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Nikhil Polsani

@nikhilpolsani

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Independent investment analyst and trader using technical, macro, and risk-managed approaches to grow capital.

United States

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What I'm looking for

I’m looking for a finance team where I can apply disciplined investment research, risk management, and rigorous analysis (Excel/SQL) to generate decisions—while continuing to refine frameworks and deliver measurable performance.

I’m an independent investment analyst and trader building a self-directed portfolio with a systematic framework of technical analysis, macro trend evaluation, and risk-adjusted position sizing. Since July 2024, I’ve grown my portfolio to six figures by defining clear entry/exit criteria, enforcing drawdown limits, and continuously improving execution using performance tracking.

Before trading, I strengthened my finance foundation through internships as a Financial Analyst, where I delivered cost analyses, budgeting/forecasting support, and profitability-focused insights. I’ve also built an investment portfolio performance process and an Excel dashboard to evaluate returns, drawdowns, and benchmarks over time, reflecting an equity research-style mindset.

Experience

Work history, roles, and key accomplishments

Current

Independent Investment Analyst

Current

Independent

Jul 2024 - Present (1 year 10 months)

Built and managed a self-directed investment portfolio using technical analysis, macro trend evaluation, and risk-adjusted position sizing, growing it to six figures. Developed a trading framework with defined entry/exit criteria, drawdown limits, and ongoing performance tracking to improve execution.

Technical analysis Risk Adjusted Position Sizing Portfolio Management Entry Exit Criteria Performance Tracking

Financial Analyst Intern

Bathla Aluminum

May 2023 - Sep 2023 (4 months)

Conducted cost analyses and identified approximately 5% savings opportunities in procurement strategies. Analyzed product line profitability, prepared financial performance presentations for senior management, and supported budgeting and forecasting to improve planning accuracy.

Cost Analysis Procurement Strategy Profitability Analysis Budgeting Forecasting Presentation

Finance Intern

Dyeve Designs

Dec 2022 - Jan 2023 (1 month)

Identified cost inefficiencies through operational expense analysis, improving event profitability by 15%. Built cash flow and budgeting reports and produced monthly financial analysis summaries to support management decision-making.

Event Profitability Improvement Cash Reports Budgeting Financial Reporting Decision Support

Junior Financial Analyst

Bathla Aluminum

May 2022 - Sep 2022 (4 months)

Streamlined the payables process and analyzed supply chain performance, identifying cost-reduction opportunities while maintaining quality and delivery timelines. Supported financial forecasting to align production schedules with company targets.

Supply Chain Analysis Quality & Delivery Coordination Financial Forecasting