Experience

Verus

• United States
• Investment Management
• 1 - 100 Employee

• Public Markets Research Analyst

  • Aug 2021 - Present

  Seattle, Washington, United States



CFA Institute

• United States
• Financial Services
• 700 & Above Employee

• CFA Institute Research Challenge (Sub-Regional Champion)

  • Oct 2020 - Apr 2021

  Seattle, Washington, United States Local competition Champion (Hosted by CFA Society Seattle): Competed with 7 different schools in Washington and Oregon states and advanced to the sub-regional round. Sub-regional Champion (Hosted by CFA Institute): Competed with all the local champions of Western US and advanced to the Americas Regional semi-final round. The CFA Institute Research Challenge is a global competition that tests the analytic, valuation, report writing, and presentation skills of university students… Show more Local competition Champion (Hosted by CFA Society Seattle): Competed with 7 different schools in Washington and Oregon states and advanced to the sub-regional round. Sub-regional Champion (Hosted by CFA Institute): Competed with all the local champions of Western US and advanced to the Americas Regional semi-final round. The CFA Institute Research Challenge is a global competition that tests the analytic, valuation, report writing, and presentation skills of university students. In the CFA Institute Research Challenge, I worked with a team of 5 students to prepare a comprehensive sell-side initiating coverage report on Columbia Sportswear. Our team then took our findings before a panel of industry experts to present and defend our recommendation. Show less



Seattle University Redhawk Fund

• United States
• Financial Services
• 1 - 100 Employee

• Equity Research Analyst

  • Dec 2019 - Mar 2021

  Seattle



Tata Consultancy Services

• India
• IT Services and IT Consulting
• 700 & Above Employee

• Business Analyst

  • Jul 2015 - Jan 2019

  Bangalore, India I worked with SEI Investments, which is a TCS client that offers a wealth management platform. As a BA I documented business processes, gathered business requirements from clients, gave training sessions, and conducted product demonstrations. I also worked on the TCS Bancs tool to integrate Corporate Actions and undertook requirement analysis from scratch for Regions Bank to implement UMA (Unified Model Account) to efficiently support sleeve-based portfolio management. As a part… Show more I worked with SEI Investments, which is a TCS client that offers a wealth management platform. As a BA I documented business processes, gathered business requirements from clients, gave training sessions, and conducted product demonstrations. I also worked on the TCS Bancs tool to integrate Corporate Actions and undertook requirement analysis from scratch for Regions Bank to implement UMA (Unified Model Account) to efficiently support sleeve-based portfolio management. As a part of my job, I led demonstrations to the client on products developed by the team and mapped process activities to desired outcomes, and rectified operational inefficiencies. I was also the lead analyst for the offshore team. Show less