Analyze global financial markets, manage risk, and make informed investment decisions using real-time data and analytics.


Overview
Bloomberg Professional Service is an interactive information network that enables users to access both real-time, current data as well as historical data across global financial markets. Bloomberg is well-known for its unmatched news coverage and research reports and powerful analytical tools. The Bloomberg terminal has now become ubiquitous in the financial services industry. This customised program focuses on the hands-on training of participants in navigating the Bloomberg Terminal and applying Bloomberg analytics to the understanding of financial markets and investment management. Organised by the Centre of Excellence in Capital Markets and Executive Education, this program is designed to reinforce theoretical knowledge of concepts such as risk and return, portfolio construction and risk management through the use of live financial data and news available from the Bloomberg Professional Service.

Objectives
Navigate the Bloomberg Terminal and utilize key functions. Track macroeconomic trends, asset movements, and news impact. Construct, rebalance, and evaluate multi-asset portfolios. Measure portfolio risk using Value-at-Risk and other techniques. Manage portfolio risk with financial derivatives.
 
Sessions

• Macroeconomic Analysis: Learn Bloomberg functions for tracking macroeconomic trends across countries 
• Forex, Bond & Commodity Markets: Overview of functions to analyze global markets 
• Fundamental Analysis: Industry, sector, and company analysis using Bloomberg 
• Technical Analysis: Utilize indicators and charts for security analysis 
• Financial Derivatives: Study live data for trading options, futures, and bonds 
• Risk Management: Measure portfolio risk and conduct scenario analysis 
• Statistical Analysis & Data Mining: Use Bloomberg Terminal to identify statistical relationships 
• Backtesting: Apply Python coding for strategy testing in financial markets

Methodology
The program follows an interactive approach with case-based discussions, scenario analysis, and hands-on training using Bloomberg terminals. Participants will engage in real-time data analysis, portfolio simulations, and strategy backtesting for an immersive learning experience.

Outcome
Learn to access and analyze financial data for various industries. Apply Bloomberg tools for stock screening, pricing strategies, and strategy backtesting. Gain a clear understanding of Bloomberg Terminal functions.

Who is it for?
Mid-level executives working in financial markets, who are desirous of improving their knowledge of advanced analytical tools provided by Bloomberg. Students specializing in financial market courses, as the program will enable students to apply class-room knowledge in a real-world scenario.

Faculty Members

 
Dr Hitesh Punjabi | Assistant Professor - Finance K J Somaiya Institute of Management

Dr. Hitesh, an IIM Indore alumnus with 20+ years in industry and academia, is a PhD in Finance, SEBI-registered Research Analyst, and Chartered Market Technician (CMT). He has worked with HSBC Invest Direct and Anand Rathi Securities in equity research. A prolific researcher and mentor at the Atal Incubation Centre, he has led Faculty and Management Development Programs, chaired conferences, and published widely. His expertise spans financial markets, portfolio management, behavioral finance, algorithmic trading, and financial analytics.

 
Dr Aparna Bhat | Associate Professor - Finance K J Somaiya Institute of Management

Dr. Aparna Bhat is a Chartered Accountant and Financial Risk Manager (FRM) certified by the Global Association of Risk Professionals (GARP), USA. With 28 years of experience, including 14 years in the corporate sector, she has expertise in audit, finance, accounts, and risk management. Before moving to academia, she managed the Risk Management Operations at the National Stock Exchange (NSE). Her research focuses on stock markets, financial derivatives, and risk management models, with her doctoral work emphasizing the pricing and hedging of exchange-traded currency options in India.

 
Akshay Chinchalkar | Head of Research - Content & Corporate Communication, Axis Securities Limited

With over 18 years of experience in derivatives trading, technical and quantitative research and global roles, Akshay has served as Bloomberg's APAC Equity Derivatives Strategist, where he expanded global derivatives coverage & supported cross-asset themes. His Bloomberg tenure included roles as Market Specialist, Workflow Specialist, and FX Electronic Trading expert, collaborating with leading institutions. An MSc in Accounting and Finance from LSE, a CMT Charterholder and a former Global Board Member of the CMT Association, he specializes in Technical Analysis, Quantitative Research, Data Visualization, and Strategy Backtesting. He has interests in Python programming and Algorithmic Trading.