Looking for a job

Charitha Sree User

@charithasreeuser

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I support wealth management, financial research, client outreach, and portfolio reporting.

India

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What I'm looking for

I'm looking for an opportunity where I can contribute to financial research, portfolio analysis, client communication, and operational planning while learning quickly and taking ownership in a fast-moving environment.

I've supported the founder at Mishmash Finserve LLP with wealth management activities, client communication, portfolio reviews, market research, and reporting.

I keep investment records organized and confidential, manage CRM follow-ups, and conduct LinkedIn outreach to engage potential clients for financial workshops.

During my cost accounting internship at JDN Nutrition Private Limited, I researched raw-material price volatility, analyzed procurement factors, and prepared recommendations and reports for management.

I'm pursuing a BBA in Finance while contributing as an educator, web content writer, and marketing team member. I also bring experience in event coordination, digital content, research, and storytelling.

Experience

Work history, roles, and key accomplishments

Current

Trainer and Educator

Current

Katha 300M

Oct 2024 - Present (1 year 11 months)

Transforming learning through storytelling to foster critical thinking and practical knowledge.

Storytelling Education Critical Thinking

Current

Web Content Writer

Current

The Aarohi Trust

Jun 2024 - Present (2 years 3 months)

Created impactful content for social media, blogs, newsletters, and publications while supporting brand voice consistency across digital platforms.

Content Writing Social Media Blogging Brand Voice Digital Marketing

Wealth Management Intern

Mishmash Finserve LLP

Jan 2026 - Apr 2026 (3 months)

Worked with the founder on day-to-day wealth management activities, maintained client investment records, and prepared reports for client discussions. Reached out to potential clients via LinkedIn and updated CRM records.

Customer Relationship Management CRM Management Lead Generation LinkedIn Outreach Market Research Portfolio Analysis Confidentiality Excel Google Workspace

Marketing Team Member

ACM-W Club @ PES

Oct 2024 - Dec 2025 (1 year 2 months)

Coordinated with multiple teams to execute events and promotional campaigns, managed communication activities, and supported event planning and operational coordination for student programs.

Event Coordination Marketing Communication Skills Team Coordination Operations

Cost Accounting Intern

JDN Nutrition Private Limited

Jun 2025 - Jun 2025 (0 months)

Conducted research on raw material price volatility and analyzed operational data to identify factors affecting procurement efficiency. Assisted in developing recommendations for cost management and prepared reports for management review.

Cost Accounting Market Research Data Analysis Procurement Report Preparation Excel PowerPoint

Media & Marketing

The Pratyaya Club @ PES

Dec 2023 - Mar 2025 (1 year 3 months)

Assisted in organizing and managing large-scale student events, coordinated with volunteers and participants, and contributed to logistics planning and event operations.

Event Management Coordination Logistics Scheduling Operations