Open to opportunities

khanak saxena

@khanaksaxena

Message

I support underwriting through precise risk assessment, documentation review, and compliance.

India

Message

What I'm looking for

I’m looking for an underwriting and financial-operations role where I can apply risk assessment, document review, and compliance verification, while improving process accuracy and growing in a dynamic, process-driven environment.

I’m building my career in underwriting and financial operations, where accuracy, policy compliance, and process adherence matter. I bring hands-on experience supporting risk assessment and reviewing financial documentation to keep workflows efficient and high quality.

In my work in audit and investment research, I strengthened internal controls by verifying data, ensuring documentation standards, and coordinating structured workflow steps. I also supported compliance verification and quality assurance across underwriting operations and related transaction materials.

I complement this with finance-focused education and applied learning through projects like a data-driven credit card strategy and a Power BI sales/customer insights dashboard. I enjoy using analytical skills, attention to detail, and stakeholder coordination to turn information into actionable, risk-aware decisions.

Experience

Work history, roles, and key accomplishments

Finance

CA AJ Mohan & Associates

Jul 2025 - Nov 2025 (4 months)

Assisted in risk assessment, financial documentation review, and compliance verification. Coordinated underwriting operations workflows to ensure accuracy and efficiency.

Risk Assessment Financial Documentation Compliance Workflow Coordination Accuracy Data Verification

Investment Banking Fellow

Marque Equity

Feb 2025 - Sep 2025 (7 months)

Conducted industry and company research to compile financial and operational data supporting risk assessment. Ensured documentation standards and compliance with internal processes for pitch decks and live transactions.

Industry Research Risk Assessment Documentation Standards Pitch Decks

Education

Degrees, certifications, and relevant coursework

New Delhi Institute of Information Technology & Management

Post Graduate Diploma in Management (PGDM), Finance & Marketing

2024 - 2026

Activities and societies: Coursework: Financial Management, Corporate Finance, Marketing Management.

Pursuing a Post Graduate Diploma in Management with a concentration in Finance & Marketing, covering coursework in financial management, corporate finance, and marketing management.