KARANPREET KAUR

Research Analyst at Universal Data Solutions (UDS)
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Contact Information
us****@****om
(386) 825-5501
Location
New Delhi, Delhi, India, IN

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5.0

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Karan Hinduja

Karanpreet is very hardworking and she did extremely brilliant in doing research and analysis on Mutual Funds. She also has good presentation designing skills.

Jatin Thakkar

She is a very dedicated and efficient employee. As a quick learner, she enjoys learning new skills and applying them to work. Also have good knowledge of dashboard and Power BI

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Credentials

  • Capital IQ Fundamentals
    Corporate Finance Institute
    Apr, 2023
    - Nov, 2024
  • ACCOUNTING FUNDAMENTAL
    Corporate Finance Institute® (CFI)
  • Advanced Excel.
    DICS
  • Communication at workplace
    FutureLearn: Business and Management
  • Company reports- form 10k
    Coursera
  • Financial modelling and valuation analysis
    Investment Banking Coaching Institute
  • Financial statements analysis
    Corporate Finance Institute® (CFI)
  • Fundamental Analysis
    Zerodha
  • Fundamentals of stock market
    Zerodha

Experience

  • Universal Data Solutions (UDS)
    • India
    • Market Research
    • 1 - 100 Employee
    • Research Analyst
      • Jul 2022 - Present

    • Research Analyst level 1
      • Oct 2021 - Jul 2022

      Job Role includes• Conduct global secondary research and prepare reports consisting of market trends, business research, company profiling, market mapping, market sizing, strategies etc• Financial research reports, updation and creation of financial model. • Using Government portals and databases for data gathering, cleaning and processing and getting insights out of it. • Reviewing and analysing Annual Reports, Company Releases and Industry Data• Data analysis using Power BI• Delivering insightful reports and analysis from secondary sources and databases like Capital IQ • Project Management from scoping, communicating to the team and client. • Participate in team development/team management Show less

  • Vardhan Consulting Engineers
    • Thailand
    • Business Consulting and Services
    • 100 - 200 Employee
    • Equity Research Analyst
      • Jul 2021 - Aug 2021

  • Wealthbucket : Mutual Fund Investment
    • India
    • Investment Banking
    • 1 - 100 Employee
    • Financial Research Analyst
      • Dec 2020 - Jun 2021

      Investment advisor & research analyst. work profile includes: -Qualitative research about mutual funds and other investment options for business expansion. -Direct communication with the sales team and manager to provide market insights to the clients. -Reports, presentations on weekly market updates and various investment options. -Pitch deck creation for business proposals -Generating leads for sales team through secondary research. - Fund recommendations & assisting in stock analysis. - Hands on Google docs, sheets & slides - Mutual funds portfolio analysis. Show less

  • Jay ambay etching process
    • Administration Assistant
      • May 2019 - Nov 2019

  • Investmax finserve pvt. Ltd.
    • Delhi Area, India
    • Management Trainee
      • Jan 2019 - Feb 2019

Education

  • Bharati Vidyapeeth
    Master of Business Administration - MBA, DUAL SPECIALISATION- Finance+Marketing
    2019 - 2021
  • Bharati Vidyapeeth
    Bachelor of Business Administration - BBA, Finance, General
    2016 - 2019
  • Sri Guru Nanak public school
    12th, Commerce with Maths

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