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Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: financial analyst, investment analyst
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Entry Level
Languages:
Highlights:
Skills:DCF Valuation, Portfolio construction, Corporate Finance, Power Bi, DAX, Microsoft Excel , Power point, Commercial Banking, Fixed Income securities, Equity Analysis
Certification:Bloomberg Market Concepts , Factset Essentials, Microsoft Power BI , Python Fundamentals
Honor:MR Doreswamy Merit based scholorship and Firstclass with distinction award
Portfolio Manager 08/2024 - current
Florida state university, Tallahassee, Florida United States
Industry: Finance
Working as Portfolio manager, managing student investment fund worth 7 million dollars as a multi asset class Fund.
Executed Markowitz portfolio optimization to enhance asset allocation.
Conducted comprehensive fundamental and technical analysis, including factor investing and Monte Carlo simulations, to forecast returns and assess risk, improving overall performance by 6%
Utilized alpha and beta analysis, along with Sharpe ratio calculations, to evaluate and enhance portfolio performance
against benchmarks.--
Business and technology delivery associate 11/2022 - 06/2024
Accenture, Bengaluru, Karnataka India
Industry: IT
Worked as SAP Finance Technology consultant for a fortune 500 client.
Conducted periodic credit analysis and implemented dunning procedures, automated collateral expiry processes, and customized payment term policies to enhance credit risk management and collection efficiency using SAP and Excel.
Forecasted Days Sales Outstanding (DSO) and maintained DSO ratios as benchmarks for healthy cash management in SAP and Power BI-DAX and improved cash management by 30%
Addressed 500 plus client queries and implemented 100 plus SAP Functional changes boosting system functionality and client satisfaction.--
Management Trainee 01/2022 - 03/2022
Tequid Labs Pvt Ltd, Bengaluru, Karnataka India
Industry: Business development
Worked as Business Development Intern among the Executive team.
Utilized relative pricing strategy to come up with competitive pricing, focusing on capturing a larger market volume.
Developed a structured business model that facilitated higher growth potential and attracted more investments.
Handled hiring and training of candidates, successfully placing over 50 candidates.
Networked with universities to obtain data and establish brand collaborations.
Improved working capital efficiency by altering payment terms with clients and creditors--
Finance Intern 01/2020 - 03/2020
KAVIKA, Bengaluru, Karnataka India
Industry: Business and Finance
Worked as Financial Intern
Developed forecasting models based on historical cash flow trends.
Enhanced operational efficiency through implementing the Economic Order Quantity (EOQ) methodology for inventory management.
Conducted ratio analysis to prioritize reducing DSO (Days Sales Outstanding) and improve working capital efficiency--
Finance and Sales Intern 01/2019 - 03/2019
Hindustan Coca-Cola Pvt Ltd, Bengaluru, Karnataka India
Industry: Finance
Worked as Sales and Finance intern at Branding and Accounts receivables team respectively
--
PES Univeristy 08/2017 - 06/2020
Bengaluru, Karnataka, India
Degree: Bachelor's Degree
Major:Business administration
Minor:Finance
Bachelor's of Business Administration with GPA of 3.54/4