Kuldeep Mamgain

Kuldeep Mamgain is a seasoned finance professional currently serving as the Equity Research Lead at William O'Neil + Co., Inc. since April 2023, overseeing portfolio administration for DAI and its subsidiaries. Prior experience includes a role as Project Delivery Lead at Mphasis, where responsibilities encompassed setting up new business initiatives and creating financial reports. Kuldeep also worked as a Senior Implementation Analyst at Clearwater Analytics, focusing on client onboarding and portfolio reconciliation, and has held multiple positions at HSBC Global Banking and Markets, including Assistant Manager and Product Control Analyst, where significant tasks involved balance sheet substantiation and trade break investigation. Earlier career experiences feature a position as Fund Accountant at Tata Consultancy Services, ensuring daily cash and position reconciliations, and as a Financial Data Analyst at Nirvana Solutions, managing portfolios for US hedge investors. Kuldeep holds a Master's degree in Finance from Indira Gandhi National Open University and a B.Com (Hons) in Accounting and Finance from Delhi University.