Harpreet Kaur

DVP Investment Banking at Unified Vision Capital Pvt. Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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5.0

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Jaspreet K.

We might have limited experience working with our mentors, coaches, teachers and supervisors in any professional capacity. However, their contributions to your professional development are significant.

Akanksha Srivastava

Harpreet and I have worked at Investeurs Consulting together. Our paths crossed often there as we collaborated on various assignments ,representing our respective teams. What I find endearing in her is the ability to balance assertion with comradeship. She plans her responsibilities well and also, accomodates suggestions by other members.This ability is rare in workplace. I am sure it will catapult her to greater professional success.

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Experience

    • India
    • Investment Banking
    • 1 - 100 Employee
    • DVP Investment Banking
      • Jan 2023 - Present

      - Team head of IB transaction execution team and responsible for executing the transactions end-to-end with the team - Prepare materials like information memorandum, financial models, teasers, competitive analysis and mapping, valuation models etc - Collaborating with other senior management to formulate strategy - Relationship building with clients and relevant counterparts - Support business development including, research and industry analysis, economic, market, and regulatory analysis Expanding my learning curve with each passing day!

    • India
    • Financial Services
    • 1 - 100 Employee
    • Assistant Vice President
      • Apr 2022 - Dec 2022

    • Sr. Manager Trade Finance Operations
      • Apr 2019 - Mar 2022

    • Manager
      • Apr 2016 - Mar 2019

      Analyzing financial information and preparing information memorandum. Maintaining knowledge and staying abreast of new regulations or policies by RBI & Industry updates. Multi-tasking skills and the ability to balance multiple priorities and keep up with business scope changes.

    • Assistant Manager Banking Solution Trade Finance
      • Apr 2015 - Mar 2016

    • Project Executive
      • Jul 2008 - Mar 2015

    • Research Associate
      • Feb 2006 - Jul 2008

      I am playing a crucial role in education group as Research Associate. My roles and responsibilities include planning for marketing of IEV offering, conducting project feasibility studies, drafting policy manuals and proposals, and assist in execution of projects. Closely work on developing business cases and presentations.

    • India
    • Online Audio and Video Media
    • 1 - 100 Employee
    • Assistant editor
      • 2004 - 2005

Education

  • Delhi University
    Bachelor of Arts - BA, Economics
  • Annamalai University
    Post Graduate in Economics

Community

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