Boston Massachusetts, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: financial analyst, portfolio analyst
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Entry Level
Languages:
Highlights:Conducted equity valuation using the Bloomberg Terminal, achieving a 15% portfolio return within eight months at Pooja Investments. Designed a detailed DCF model that influenced investment decisions with 95% accuracy in outcomes. Delivered a 90.1% 1-year return on an equity research report for Rheinmetall AG.
Skills:
Goal:To leverage my skills in financial analysis, modeling, and investment management to contribute to an innovative organization, aiming to drive data-driven decision-making and enhance financial performance.
Membership:Member of University of Massachusetts Finance Club
Certification:Securities Industry Essentials (SIE) Exam | FINRA Financial Modeling and Valuation Analyst (FMVA) | Corporate Finance Institute Investment Management and Quantitative Finance (IMQF) | University of Massachusetts ESG Certificate | Bloomberg Bloomberg Market Concepts | Bloomberg Planned: Chartered Alternative Investment Analyst (CAIA) Certification
Honor:Achieved a 12.5% portfolio return in a Portfolio Analysis Project at UMass Boston. Recognized for delivering a strategic equity research report with a BUY recommendation resulting in significant returns.
Finance & Procurement Intern 10/2024 - 11/2024
Infovista, Billerica, MA United States
Industry: Technology/Finance
Managed financial data and budgets, ensuring compliance and efficiency.
Conducted financial assessments of vendor proposals and contracts.
Collaborated with finance, procurement, and legal departments to enhance compliance and integrate activities.
Improved efficiency by aligning procurement with financial reporting.--
Junior Financial Analyst 02/2021 - 03/2022
Pooja Investments, Ahmedabad, Gujarat India
Industry: Financial Services
Conducted equity valuation and market research to deliver high investment returns.
:
Used Bloomberg Terminal to identify undervalued stocks, achieving a 15% return within eight months.
Developed DCF models and performed sensitivity analysis with 95% accuracy in outcome evaluation.
Increased client portfolio performance by 20% through detailed market and sector analysis.
Delivered insights on economic trends to senior management, aligning investments with market opportunities.--
Account Assistant Intern 06/2019 - 12/2020
Nanak Marbles Private Limited, Banswara, Rajasthan India
Industry: Accounting
Maintained accounting accuracy through journal management and reporting.
Managed journal entries, accounts payable/receivable, and participated in audits.
Prepared accurate daily and weekly financial reports.
Assisted with budget preparation and ensured proper accounting records.--
The Maharaja Sayajirao University of Baroda 08/2016 - 05/2019
Vadodara, Gujarat, India
Degree: Bachelor's Degree
Major:Commerce
Minor:Accounting and Finance
Graduated with a Bachelor’s in Commerce, focusing on core principles of accounting, finance, and business management. Gained foundational knowledge in financial reporting, auditing, and corporate finance, with hands-on experience in preparing financial reports and managing journal entries through internships.
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