KARANPREET KAUR
Research Analyst at Universal Data Solutions (UDS)- Claim this Profile
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Bio
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
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
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
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
Credentials
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Capital IQ Fundamentals
Corporate Finance InstituteApr, 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
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Universal Data Solutions (UDS)
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India
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Market Research
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1 - 100 Employee
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Research Analyst
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Jul 2022 - Present
Conducted secondary research to support consulting projects for clients in various industries•Analyzed data and prepared reports on market trends, competitor intelligence, and customer behavior, Data Scraping,Cleaning, visualization and presentations using Microsoft tools including Excel, Powerpoint, word and Business Intelligencetools like Power BI•Experience in working on databases including, Capital IQ, MCA.gov, Tofler•Developed and maintained databases of relevant information for use in future research projects•Collaborated with project teams to support the development of research methodologies and the interpretation of researchfindings•Prepared reports and presentations to communicate research findings to stakeholders•Managed multiple projects simultaneously while meeting deadlines and maintaining quality standards•Mentored and trained junior team members to enhance their research and analysis skills•Project work includes Supplier screening, Product Benchmarking, Buyer benchmarking, Financial Data scraping, Consulting projects, ESG research, Data modelling, Data scraping, Company profiling, Industry Classification, SWOT Analysis, Competitive benchmarking, Press searches across multiple industry domains Show less
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Research Analyst level 1
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Oct 2021 - Jul 2022
Job Role includes• Conduct global secondary research and prepare reports consisting of market trends, business research, company profiling, 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
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Vardhan Consulting Engineers
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Thailand
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Business Consulting and Services
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100 - 200 Employee
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Equity Research Analyst
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Jul 2021 - Aug 2021
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Wealthbucket : Mutual Fund Investment
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India
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Investment Banking
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1 - 100 Employee
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Financial Research Analyst
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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
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Administration Assistant
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May 2019 - Nov 2019
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Investmax finserve pvt. Ltd.
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Delhi Area, India
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Management Trainee
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Jan 2019 - Feb 2019
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Education
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2019 - 2021
Bharati Vidyapeeth
Master of Business Administration - MBA, DUAL SPECIALISATION- Finance+Marketing -
2016 - 2019
Bharati Vidyapeeth
Bachelor of Business Administration - BBA, Finance, General -
Sri Guru Nanak public school
12th, Commerce with Maths
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