Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Projects
Languages
Positions Of Responsibility
References
Timeline
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Kavish Kadakia

Auckland,New Zealand

Summary

Skilled investment professional with excellent leadership, critical thinking and problem-solving abilities. Develops and presents proposals, facilitates communication, and multitasks in fast-paced environments. Expertise.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Freelance Portfolio Manager

Self Employed
Auckland, New Zealand
03.2025 - 08.2025
  • Personal project to apply academic finance skills in real-world investing
  • Managing a NZD 100,000 personal and family investment portfolio focused on long-term wealth creation.
  • Generated average monthly returns of 1.5% through disciplined active management.
  • Applied principles of asset allocation, diversification, and macroeconomic trend analysis.
  • Benchmarked performance against indices like the S&P 500.
  • Built Excel-based tracking tools to monitor performance, risk, and sector rotation.
  • Improved analytical, reporting, and investment decision-making skills through hands-on experience.

Analyst

Mefcom Capital Markets
10.2024 - 02.2025
  • Built financial models and performed valuations of projects and investments.
  • Conducted financial analysis, budgeting, and forecasting to support business decisions.
  • Prepared management reports and presentations for stakeholders.

Store Manager

LORD OF THE FRIES
Auckland, New Zealand
03.2023 - 03.2024
  • Oversaw daily operations, staff training, and customer service excellence.
  • Resolved escalated customer complaints and coordinated with suppliers.
  • Maintained compliance with safety and operational guidelines.
  • Managed POS systems and daily reporting.

Cashier and Customer Service Assistant

Starz Convenience Store
Auckland, New Zealand
07.2023 - 01.2024
  • Handled customer queries and managed billing and returns.
  • Balanced cash register and monitored store inventory.
  • Maintained accurate customer records and daily sales data.

Graduate Trainee, Finance

DSP Investment Managers
Mumbai, India
08.2022 - 01.2023
  • Created valuation reports, presentations, newsletters, and CIMs along with market analysis for a diverse range of sectors.
  • Updated the Daily AUM file and tracked the growth of DSP schemes.
  • Conducted customer and competitor analysis as well as overall diligence on private equity deals.
  • Analyzed investments of various PE firms to identify investment thesis and trends.

Education

Masters of Finance - Finance

University of Auckland
Auckland, NZ
09-2024

Bachelor's in Management Studies - Major in Finance

University of Mumbai
Mumbai, India
01.2022

Skills

  • Client engagement & relationship building
  • Financial modeling
  • Investment analysis
  • Portfolio management
  • Risk assessment
  • Performance benchmarking
  • Data analysis
  • Sales and upselling experience
  • Appointment booking and lead conversion
  • Communication and persuasive skills
  • Resilience & coachability
  • Time management & adaptability
  • Financial analysis and portfolio management

Certification

  • Imarticus Learning (London School of Economics) – Certificate of Investment Banking and Operations
  • Advanced Excel
  • Economics for Capital Market from CFI
  • Corporate Finance Fundamentals from CFI
  • Financial Planning from the University of Illinois

Hobbies and Interests

  • Cricket
  • Chess (International Chess rating - 1477)

Projects

Equity Research on IRCON, Identified IRCON's competitive advantages in the infrastructure sector and potential risks., Recommended a 'Buy' rating at 47 based on strong growth prospects and undervaluation and currently trading above 200 levels., Conducted financial modeling using Discounted Cash Flow (DCF) and Comparable Company Analysis (CCA)., Utilized DCF analysis resulting in a valuation range of Rs 280 – Rs 320 per share till FY 2025.

Languages

  • Fluent in English
  • Hindi
  • Gujarati

Positions Of Responsibility

Treasurer, Sustain Yourself Club – University of Auckland, Handled the finances of a 50-member club, and our club won the award for the most events and the most exciting events., Social service in helping organize the events.

References

References available upon request.

Timeline

Freelance Portfolio Manager

Self Employed
03.2025 - 08.2025

Analyst

Mefcom Capital Markets
10.2024 - 02.2025

Cashier and Customer Service Assistant

Starz Convenience Store
07.2023 - 01.2024

Store Manager

LORD OF THE FRIES
03.2023 - 03.2024

Graduate Trainee, Finance

DSP Investment Managers
08.2022 - 01.2023

Masters of Finance - Finance

University of Auckland

Bachelor's in Management Studies - Major in Finance

University of Mumbai

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Kavish Kadakia