Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Sambhav Dhoka

Glasgow,UK

Summary

Highly skilled professional with extensive expertise in portfolio analysis, equity research, and market research. Proficient in financial modelling, stock forecasting, and investment analysis, demonstrating strong analytical and critical thinking abilities. Adept at risk management, data visualization, and regulatory compliance, ensuring meticulous attention to detail and documentation. Experienced in capital markets with a results-driven approach to decision making and stakeholder management. Strong leadership qualities complemented by creativity, effective communication skills, and the ability to multitask efficiently.

Overview

9
9
years of professional experience
4
4
years of post-secondary education

Work History

Financial Support Analyst

Startline Motor Finance
Glasgow
11.2023 - 03.2025
  • Managed interactions with approximately 100 clients daily, negotiating repayment plans to prevent defaults.
  • Successfully negotiated tailored repayment plans, preventing customers—including vulnerable individuals—from falling into debt of up to £60,000, while ensuring sustainable financial solutions.
  • Conducted in-depth financial assessments, analyzing income, expenses, and liabilities to recommend viable repayment strategies.
  • Ensured 100% compliance with financial regulations while maintaining accurate records of customer interactions and account statuses.
  • Contributed to achieving team collection targets, improving overall recovery rates while maintaining customer satisfaction.
  • Efficiently multitasked across multiple financial software platforms, including CRM systems, payment processing tools, and regulatory databases, to manage accounts, update records, and ensure seamless customer interactions.

Portfolio Analyst

Prodicus Investment Advisors
Chennai
06.2020 - 12.2021
  • Assisted in managing and optimizing investment portfolios worth up to 1,00,00,000 INR per client, aligning with risk profiles and financial goals.
  • Conducted fundamental and technical analysis on 30+ equities and asset classes, identifying underperforming assets and recommending portfolio adjustments.
  • Delivered investment insights and forecasts, leveraging financial modelling to enhance portfolio returns.
  • Collaborated with senior analysts to execute portfolio rebalancing strategies, ensuring optimal risk-adjusted returns.

Research Analyst

Pelican PMS
Chennai
07.2019 - 02.2020
  • Conducted equity research on 50+ companies, evaluating financial statements, market trends, and competitive landscapes.
  • Engaged in direct discussions with C-suite executives to gather insights for investment decision-making.
  • Developed financial models and valuation reports, influencing investment decisions on assets worth over 5,00,00,000 INR.
  • Provided detailed investment memos, leading to informed buy/sell recommendations and improved portfolio performance.

Finance Intern

Hyatt Regency
Chennai
12.2017 - 01.2018

Finance Intern

Green Rush Organics
Chennai
05.2016 - 07.2016

Education

MSc - Investment Banking and Finance

University of Glasgow
09.2022 - 09.2023

Bachelor of Commerce - Economics

Loyola College
06.2015 - 06.2018

Skills

  • Portfolio analysis
  • Equity research
  • Market research
  • Financial modelling
  • Stock forecasting
  • Financial analysis
  • Investment analysis
  • Risk management
  • Problem solving
  • Regulatory compliance
  • Documentation
  • Capital markets
  • Analytical and critical thinking
  • Team player
  • Observant
  • Strong numeracy skills
  • Attention to detail
  • Multitasking
  • Leadership
  • Creativity
  • Decision making
  • Results-driven
  • Communication
  • Time management
  • Negotiation
  • Microsoft Office
  • MATLAB
  • Familiarity with Bloomberg terminal

Interests

Managing a personal investment portfolio of 25,00,000 INR (~£25000) since 2021, consistently outperforming market benchmarks and delivering impressive returns. Demonstrated proficiency in portfolio management, financial analysis, and market-beating investment strategies, showcasing a track record of profitability in a dynamic financial landscape., 

Timeline

Financial Support Analyst

Startline Motor Finance
11.2023 - 03.2025

MSc - Investment Banking and Finance

University of Glasgow
09.2022 - 09.2023

Portfolio Analyst

Prodicus Investment Advisors
06.2020 - 12.2021

Research Analyst

Pelican PMS
07.2019 - 02.2020

Finance Intern

Hyatt Regency
12.2017 - 01.2018

Finance Intern

Green Rush Organics
05.2016 - 07.2016

Bachelor of Commerce - Economics

Loyola College
06.2015 - 06.2018

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Sambhav Dhoka