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Shweta Sharma

@shwetasharma7

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Investment strategist skilled in risk analysis and equity research.

India

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What I'm looking for

I seek a role that fosters growth, encourages innovation, and values analytical insights.

I am an investment strategist with a unique perspective on risk management, fraud detection, and equity research. My expertise lies in translating market trends into actionable opportunities, leveraging my skills in fundamental analysis and economic research. I have a proven track record of supporting organizations in identifying and mitigating fraud risks, particularly in the banking and financial services sector.

Throughout my career, I have worked with leading firms such as CustomerXps and JP Morgan Chase, where I honed my abilities in detailed research and report writing. My experience includes analyzing global fraud loss data, preparing customized research documents, and managing equity research reports. I am passionate about utilizing technology, including AI, to enhance research efficiency and accuracy.

As I continue to grow in my career, I am eager to contribute my analytical skills and strategic insights to a dynamic team focused on driving financial success and innovation.

Experience

Work history, roles, and key accomplishments

Research Analyst

CustomerXps (Clari5)

Oct 2023 - Apr 2025 (1 year 6 months)

Supported cyber banking fraud detection by researching online banking fraud and emerging patterns in the BFSI sector. Reported on various emerging frauds including internal fraud, account takeover, and unauthorized transactions.

Cybersecurity Fraud Detection Financial Analysis Regulatory Compliance Data Analysis

Equity Research Analyst

JP Morgan Chase

Nov 2022 - Jan 2023 (2 months)

Collaborated with the US-based Equity Research team on content curation and report writing. Gained exposure to global markets research reports and tracked economic affairs.

Equity Research Research Report Writing

Equity Research Associate

Prabhudas Liladher

Jan 2020 - Feb 2022 (2 years 1 month)

Developed and updated financial models for coverage stocks, specializing in the mid-cap sector and media industry. Generated investment ideas through in-depth fundamental research, industry analysis, and ratio analysis.

Financial Modeling Fundamental analysis AceEquity

Research Analyst

NVS Brokerage Private Limited

Oct 2018 - Jul 2019 (9 months)

Evaluated and analyzed stocks using a bottom-up approach to identify investment opportunities in mid-cap and large-cap stocks. Assisted senior analysts in creating research reports for the IT sector.

Stock Evaluation Researchbytes

Stock Advisor

StockAxis

Jan 2018 - May 2018 (4 months)

Assisted clients with their personal stocks and investments by analyzing technical price charts and financial reports. Provided guidance based on in-depth market analysis.

Financial Reporting Market Analysis

Education

Degrees, certifications, and relevant coursework

Kishinchand Chellaram College, University of Mumbai

Bachelor of Commerce, Banking & Insurance

Grade: 60%

Activities and societies: Completed the certification course of GFMP (Global Financial Market Professional Program) from Bombay Stock Exchange Institute Ltd.

Completed a Bachelor of Commerce degree with a specialization in Banking & Insurance from the University of Mumbai. Simultaneously pursued a Global Financial Market Professional Program certification from Bombay Stock Exchange Institute Ltd.

Kendriya Vidyalaya No.2 Colaba

High School Diploma, Commerce

Grade: 75.4%

Activities and societies: Specialized subjects: Fundamental Analysis, Derivatives, Foreign Exchange (Currency), Mutual Funds, Investment Banking, Economics, Financial Modeling and Technical Analysis.

Completed secondary education with a focus on Commerce under the CBSE Board. Specialized in subjects including Fundamental Analysis, Derivatives, and Financial Modeling.