Divjot Khurana, CFA

CFA Channel Head at Studious
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US
Languages
  • English Native or bilingual proficiency
  • Hindi Native or bilingual proficiency
  • French Elementary proficiency

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Credentials

  • Boston College Financial Statement and Discounted Cash Flow Modeling Seminar
    Wall Street Prep
    Oct, 2021
    - Nov, 2024
  • Introduction to Python
    DataCamp
    May, 2021
    - Nov, 2024
  • Intermediate SQL
    DataCamp
    Apr, 2021
    - Nov, 2024
  • Introduction to SQL
    DataCamp
    Apr, 2021
    - Nov, 2024
  • Joining Data in SQL
    DataCamp
    Apr, 2021
    - Nov, 2024
  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Jun, 2020
    - Nov, 2024
  • edX Verified Certificate for English Composition (Arizona State University)
    edX

Experience

    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • CFA Channel Head
      • Jul 2023 - Present

      The first AI-enabled study support for adults preparing for professional exams. Specializing in CFA candidates. Level I, II, III. Studious is the study platform for adult education. CFA, CPA, LSAT, GRE. Use Studious tools and show up prepared on exam day. For adult learners striving to achieve professional advancement, Studious provides the tools and support to make their dreams achievable. Unlike other one-size-fits-all solutions, Studious offers a complete and personalized approach and a mission to use technology to reduce practical, psychological, and academic barriers to success. Show less

    • United States
    • Investment Management
    • 100 - 200 Employee
    • Research Associate - Marketable Alternatives
      • Jun 2022 - Dec 2022

      ▪ Evaluated hedge funds, fund of funds, and commodity managers through investment due diligence ▪ Conducted comprehensive research on alternative risk premium and risk mitigation strategies ▪ Led technology implementations that enhanced client performance and increased firm revenue ▪ Oversaw client portfolios, asset allocation, and strategic planning ▪ Evaluated hedge funds, fund of funds, and commodity managers through investment due diligence ▪ Conducted comprehensive research on alternative risk premium and risk mitigation strategies ▪ Led technology implementations that enhanced client performance and increased firm revenue ▪ Oversaw client portfolios, asset allocation, and strategic planning

  • B.S. Timber Trade Links
    • New Delhi, Delhi, India
    • Business Consultant
      • Apr 2020 - Jul 2021

      ▪ Implemented effective expense control system, reducing operating costs by 10% ▪ Boosted efficiency 20% by sourcing and implementing new inventory management system ▪ Negotiated contracts with buyers and suppliers, optimizing business operating cycle by 25% ▪ Conducted internal budget audit, eliminated redundancies, and increased net profit margins by 2% ▪ Implemented effective expense control system, reducing operating costs by 10% ▪ Boosted efficiency 20% by sourcing and implementing new inventory management system ▪ Negotiated contracts with buyers and suppliers, optimizing business operating cycle by 25% ▪ Conducted internal budget audit, eliminated redundancies, and increased net profit margins by 2%

    • India
    • Banking
    • 700 & Above Employee
    • Manager - Medium Enterprises Banking
      • Sep 2019 - Apr 2020

      ▪ Managed $50MM portfolio of 20 corporate clients with $15MM-$275MM in revenue ▪ Increased annual revenue 15% through new business acquisition and account expansion ▪ Performed comprehensive credit analysis on accounts with up to $20MM aggregate exposure ▪ Partnered with internal teams to implement ERP integration and API banking for clients, boosting digitization by 40% ▪ Managed $50MM portfolio of 20 corporate clients with $15MM-$275MM in revenue ▪ Increased annual revenue 15% through new business acquisition and account expansion ▪ Performed comprehensive credit analysis on accounts with up to $20MM aggregate exposure ▪ Partnered with internal teams to implement ERP integration and API banking for clients, boosting digitization by 40%

    • India
    • Financial Services
    • 700 & Above Employee
    • Acquisition Manager - Digital Business (North India)
      • Dec 2017 - Sep 2019

      ▪ Managed $30MM portfolio of 120 corporate supply chain clients in North India, ▪ Exceeded goals by acquiring 5 new clients per month and growing assets under management (AUM) 20% each quarter ▪ Consistently generated business through over 400 monthly outbound calls and effectively handled 500+ inbound inquiries ▪ Drove 30% increase in customer referrals by implementing impactful cross-selling strategies that enhanced B2B engagement ▪ Managed $30MM portfolio of 120 corporate supply chain clients in North India, ▪ Exceeded goals by acquiring 5 new clients per month and growing assets under management (AUM) 20% each quarter ▪ Consistently generated business through over 400 monthly outbound calls and effectively handled 500+ inbound inquiries ▪ Drove 30% increase in customer referrals by implementing impactful cross-selling strategies that enhanced B2B engagement

    • India
    • Financial Services
    • 700 & Above Employee
    • Portfolio Manager
      • Jun 2014 - Dec 2017

      ▪ Monitored $15MM portfolio of 90 enterprises in West and South India ▪ Maintained delinquency levels below 1% through optimal asset management ▪ Analyzed financials and provided credit recommendations up to $1MM limits ▪ Processed 100+ client requests weekly to ensure high satisfaction ▪ Monitored $15MM portfolio of 90 enterprises in West and South India ▪ Maintained delinquency levels below 1% through optimal asset management ▪ Analyzed financials and provided credit recommendations up to $1MM limits ▪ Processed 100+ client requests weekly to ensure high satisfaction

    • India
    • Business Consulting and Services
    • 700 & Above Employee
    • Summer Intern (International Executive Services, Tax)
      • Jun 2013 - Jul 2013

      ▪ Filed income tax returns for expatriates on assignments in India, ensuring their incomes earned in the country were properly taxed ▪ Handled tax filing as an intern in KPMG India's Tax (International Executive Services) department for expatriates working in India. ▪ Filed income tax returns for expatriates on assignments in India, ensuring their incomes earned in the country were properly taxed ▪ Handled tax filing as an intern in KPMG India's Tax (International Executive Services) department for expatriates working in India.

    • Student Ambassador
      • Jun 2013 - Jun 2013

      ▪ Selected as one of two Student Ambassadors representing Shaheed Sukhdev College at an intensive management training conference hosted by SP Jain School of Global Management in Singapore ▪ Participated in a week-long, all expenses paid trip to Singapore, interacting with diverse individuals and experiencing a new culture ▪ Took part in intensive decision-making labs aimed at evolving participants into more informed and skilled managers ▪ Had the opportunity to represent my college as a Student Ambassador, gaining valuable leadership, decision-making and cultural experiences Show less

Education

  • Boston College Carroll School of Management
    MBA/MSF, Finance, General
    2021 - 2023
  • Shaheed Sukhdev College Of Business Studies
    Bachelor of Financial and Investment Analysis, Finance
    2011 - 2014
  • Modern School, Barakhamba Road
    High School Diploma, Science
    1998 - 2011

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