Financial Analyst - Wealth Management

• Jan 2023 - Present

Financial statement analysis Cash flow projections Corporate budget forecasting Build and upgrade financial planning dashboards Manage Financial and Operational KPI trackers Analyze and draft presentations, stock market pricing and market research materials for investor and client presentations Created a portfolio of stocks that generates $100,000 cash flow monthly Create presentations for cash value lending, debt financing, portfolio management, and equity trading strategies Build and maintain workflows to track and analyze clients’ investments, dividends, and profits Show less

Customer Experience and Operations

• Oct 2022 - Present

Associate - Operations, Research and Recruitment

• Jun 2020 - Jul 2022

Responsibilities include but not limited to: - Lead for Operations and Data Management tasks - Project Management (Lead for a high profile scientific project - computational chemistry, drug discovery and research, and supercomputer hardware and software design) - Statistical Data Analysis of operational, recruitment and technical data - Advertisement Management (On-campus career fairs, research talks, and conferences attended by the technical team members and scientists) - Research & Development (Systematic market research on ground breaking developments in the field of drug discovery and supercomputer technology, computer-aided drug design and specific drug compounds etc.) - Scientific talent recruitment and management across the globe (Creating and implementing efficient strategies to identify, source, and recruit world-class talent) - Making Statistical reports across functional areas - Training and Testing our infrastructure including the automation of certain processes - Involved in taking care of resume management & its workflow - Quality Control - Subject matter expert for our internal recruitment infrastructure - Worked as part of the Strategic Growth team in New York. Responsibilities included but not limited to stakeholder meetings and analysis, coordinating interviews, organizing our on-campus visits at universities like Harvard, Caltech, MIT etc Show less

Undergraduate Researcher

• Oct 2017 - Feb 2020

- Authored a paper titled “Incoherent Interplay of IPR and Competition Laws: Thematic Analysis” under the guidance of Dr. Valarmathi B. Performed an analysis on existing data and literature using a pragmatic paradigm to compare how these two policies interact and whether there is a balance or a conflict between them to protect consumers’ rights. The case study “APPLE INC. v. PEPPER ET AL” was examined to better understand and support findings as observed in the paper. Provided recommendations on how to strike a balance between competition and IPRs to move towards market completeness - Constructed a database which shows the online apparel purchasing pattern for Gen X, Gen Y and Gen Z from a large-scale user preference feedback under Dr. Mary Rani Thomas. Assessed the influence of online visual merchandising and personality attributes on purchase intention of various generations in the apparel industry Show less

Analyst - Global Markets Division

• Apr 2019 - Jun 2019

- Team Workflow Management (2 Processes) - Margin Rules Project Space for OTC Derivatives for Collateral Management. - Stakeholder ownership, EMEA and Americas - Vendor Payables, Legal Settlements & Reconciliations for Americas Region - Data Analysis and Data Interpretation - Client Relationship Management - Review and report regulations and analyse impact to relevant teams, design process flows to meet evolving regulatory challenges - Review and report implementation working with impacted teams to develop technology requirements and rolling out strategic infrastructure - Daily Margin processing of Variation and Repo Margining with cash and securities settlement. - Control Reports’ Assessment across 4 countries - Exceptions Management (3 Processes), Team Metrics (4 Processes) Show less

Research And Development

• Jun 2018 - Dec 2018

Digital Marketing Intern

• Mar 2018 - Aug 2018

- Digital Marketing and Social Media Marketing - Promotion, Advertisement and Operations Management of Eximius 2018 - Generating leads, Client and Customer Relationship Management - Digital Marketing and Social Media Marketing - Promotion, Advertisement and Operations Management of Eximius 2018 - Generating leads, Client and Customer Relationship Management

Data Management Analyst

• Apr 2018 - May 2018

- Client Data Management - Customer Queries and Relationship Management - Stratification and Data Analysis of Customer Data - Client Data Management - Customer Queries and Relationship Management - Stratification and Data Analysis of Customer Data