Shaurya Saini
Peer Coach at Kelley Academic Peer Coaching- Claim this Profile
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Bio
Credentials
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Markets (Sales and Trading) Program
JPMorgan Chase & Co.Jun, 2023- Nov, 2024 -
JPMorgan Chase Commercial Banking
JPMorgan Chase & Co.May, 2023- Nov, 2024 -
Microsoft Office Specialist: PowerPoint Associate (PowerPoint and PowerPoint 2019)
MicrosoftMay, 2022- Nov, 2024 -
Microsoft Office Specialist: Word Associate (Word and Word 2019)
MicrosoftMar, 2022- Nov, 2024 -
CFA Institute Investment Foundations Certificate
Young Investor SocietyDec, 2021- Nov, 2024 -
How Software ate Finance
Stanford UniversityJul, 2021- Nov, 2024
Experience
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Kelley Academic Peer Coaching
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Peer Coach
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Sep 2023 - Present
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Private Equity Analyst
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Aug 2023 - Present
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Indiana University - Kelley School of Business
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United States
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Higher Education
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700 & Above Employee
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K201 Peer Tutor
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Aug 2023 - Present
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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May 2023 - Aug 2023
- Build and maintain client bases, keep current client financial plans up-to-date, and build a portfolio of new clients on an ongoing basis - Help clients to achieve and maintain financial security by providing financial advice and matching solutions with client needs and goals. - Demonstrated proficiency in utilizing financial modeling and forecasting techniques to evaluate investment options - Build and maintain client bases, keep current client financial plans up-to-date, and build a portfolio of new clients on an ongoing basis - Help clients to achieve and maintain financial security by providing financial advice and matching solutions with client needs and goals. - Demonstrated proficiency in utilizing financial modeling and forecasting techniques to evaluate investment options
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TopSpin Tennis
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Houston, Texas, United States
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Assistant Tennis Coach
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Jun 2021 - Apr 2022
- Taught proper form and coached young tennis players by conducting various tennis drills such as volleys, swerves, forehand and backhand etc. - Gained insight on how to manage a team of players and guide them to compete in regional tournaments - Communicated with students of all ages and provide them with necessary instructions - Taught proper form and coached young tennis players by conducting various tennis drills such as volleys, swerves, forehand and backhand etc. - Gained insight on how to manage a team of players and guide them to compete in regional tournaments - Communicated with students of all ages and provide them with necessary instructions
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Young Investor Society
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United States
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Financial Services
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General Member Board
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Oct 2021 - Mar 2022
- Competed in the global stock pitch competition and successfully advanced to state level. - Coached groups of underclassmen in roleplays by leading their interpersonal communication - Earned the CFA Institute Investment Foundations Certificate by demonstrating a mastery of core foundational principles of the investment profession - Competed in the global stock pitch competition and successfully advanced to state level. - Coached groups of underclassmen in roleplays by leading their interpersonal communication - Earned the CFA Institute Investment Foundations Certificate by demonstrating a mastery of core foundational principles of the investment profession
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Medicine Encompassed
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United States
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Non-profit Organizations
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1 - 100 Employee
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Biotechnology Resource Creator
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Jun 2020 - Aug 2020
- Published articles on the impact of biotechnology on human life - Organized online seminars for students interested in medicine and technology - Published articles on the impact of biotechnology on human life - Organized online seminars for students interested in medicine and technology
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Education
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Indiana University - Kelley School of Business
Bachelor's degree, Finance -
Clements High School
High School Diploma