, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Financial Analyst, Investment Analyst
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Qualified
Languages:
Highlights:Ability to perform outstandingly well in Investment Research. Contributed towards Fundamental analysis and strategy development at Investment start-up. Successful experience in Personal Portfolio Management and Mutual Fund sales. Highly recognized performance in Financial Planning and Analysis at Plantronics Inc., for streamlining financial reporting, forecasting and supporting pricing decisions. Quick learner of new tools and technologies. Adept at data-modelling and analysis of large data-sets with tools like Excel, Oracle-Crystal Ball, Hyperion-Essbase, SmartView, OBI (Oracle Business Intelligence), R-tool, Statstool and SPSS. Excellent academic record along with contribution towards publication as a research-assistant. Demonstrated consistent leadership in projects across diverse teams through team-work, effective communication and technical knowledge.
Skills:Financial Analysis, Financial Statement, Financial Modeling, Financial Market Research, DCF, Valuation, Financial Reporting, Forecasting, Data Analysis, OBIEE, Hyperion, Essbase, Smartview, Oracle Crystalball, Corporate Finance
Goal:Highly motivated MBA(Finance) candidate seeking opportunities in Financial and Investment Analysis. Methodical and research based approach towards achieving solutions. Key skills are in Corporate Finance, Financial Statement Analysis, Data-modelling, Equity-research, qualitative and quantitative analysis. Well-grounded understanding of Financial Instruments (Equity, Mutual Funds, Options, Futures, Forwards and Swaps). Determined to effectively apply my skill-set in Financial/Investment Analysis with new opportunities.
Membership:Financial Women's Association- San Francisco Member, Net Impact
Certification:Chicago Board of Options Exchange (CBOE)- Investing and Trading for College Students
Honor:California State University-East Bay Team Lead for CFA Research Challenge -2014 Research Travel Grant - Investing and Trading for College Students Seminar (CBOE, Chicago) Inductee- Beta Gamma Sigma [MBA program]
Financial Planning and Analysis Intern 04/2014 - 12/2014
Plantronics Inc, Santa Cruz, CA United States
• Assisted in monthly and quarterly forecasting and reporting, in addition to market-share reporting
• Created OPEX reports using Hyperion Smart View to facilitate parallel view of actual and forecasted figures
• Applied Hyperion-Essbase, SmartView and OBIEE (Oracle Business Intelligence) tools to update forecasting models and perform ad-hoc analyses
• Created dashboard for monitoring Key Performance Metrics for supporting pricing decisions
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Research Assistant 02/2013 - 12/2014
California State University-EastBay, Hayward, California United States
Research in Finance - with Prof. Scott Fung (Department of Accounting & Finance) in following areas:
• Research on Global Compensation Reforms, Effects of TARP on Executive Compensation
-Contributed towards publication(accepted paper): Public Bailouts, Executive Compensation and
Retention: A Structural Analysis (Prof. Scott Fung and Prof. Jed DeVaro)
• Social Housing Reforms between Developing and Developed Nations
• Research on correlation between Real-Estate and Economic Growth
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Financial Research Intern 06/2013 - 09/2013
Lighthaven Capital Management LLC, San Francisco, CA United States
Equity Research and Analysis for Investment Management
Equity Research and Analysis for managing funds over $1M (http://www.lighthavencapital.com/)
• Performed Valuation of stocks to determine Investment Strategy (long, short or hold position)
• Analyzed usage of call options for Hedging portfolio stocks
• Conducted interviews of employees, competitors and customers of potential investment companies--
Finance Intern 04/2009 - 07/2009
State Bank of India Mutual Fund, Lucknow, Uttar Pradesh India
Investment Analyst:
• Managed customer interface with potential State Bank of India-(Mutual Fund) investors in State Bank of India branches within Lucknow (India) circle
Mutual Fund Sales Analyst:
• Marketed Mutual Fund products and provided Portfolio advisory services to investors. Increased customer base by 20% in two months.
• Generated business worth INR 150K (Mutual Fund sales)- highest sales of all interns
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University of Lucknow 06/2005 - 05/2008
Lucknow, Uttar Pradesh, India
Degree: Bachelor's Degree
Major:Commerce
Accounting, Economics, Statistics and Mathematics
· Certificate of Merit in Business Mathematics and Statistics (2006-2007)