Open to opportunities

maria soni

@mariasoni

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Finance-focused intern and program founder turning data into investment and impact.

India

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What I'm looking for

I’m looking for an entry role where I can use Excel/Power BI and equity research skills to support real investment and strategy decisions, while continuing to build impact through structured programs and data-backed planning.

I’m a finance-minded professional with hands-on experience in private wealth research and business strategy, translating complex information into clear recommendations. At JM Financial LTD, I evaluated HNI portfolios using asset allocation and risk frameworks, built Excel portfolio tracking tools, and supported market and fund analysis alongside senior leadership.

I also lead with purpose: I founded and program-led “Skills 101,” educating 200+ underprivileged students across Mumbai on budgeting, saving, and money management. From financial feasibility analysis for expansion decisions to research-driven work and equity valuation projects, I bring a structured, learning-focused approach to every challenge.

Experience

Work history, roles, and key accomplishments

Private Wealth Intern

JM Financial Ltd

May 2025 - Jul 2025 (2 months)

Conducted research on Indian family offices and evaluated HNI portfolios across asset allocation and risk frameworks to support data-driven investment recommendations. Built Excel portfolio tracking tools and contributed to market and fund analysis alongside senior leadership.

Family Offices HNI Portfolio Analysis Asset Allocation Risk Frameworks Investment Recommendations Excel Market Analysis

Founder and Program Lead

Skills 101 Program

May 2023 - Jul 2025 (2 years 2 months)

Founded and led a financial literacy program educating 200+ underprivileged students across Mumbai on budgeting, saving, and money management. Designed the end-to-end curriculum, secured NGO and municipal school partnerships, and managed program operations.

Financial Literacy Education Budgeting Curriculum Development Program Leadership Stakeholder Management Partnership Coordination Program Operations

Business Strategy Intern

FG Glass

May 2024 - Sep 2024 (4 months)

Performed financial feasibility analysis for a factory expansion project by modeling projected revenues, costs, and ROI to inform capital allocation decisions. Drove strategic business development work by analyzing industry trends, competitor positioning, and market entry opportunities.

Financial Modeling Revenue Forecasting ROI Analysis Capital Allocation Strategic Business Development Market Research Competitive Analysis

Education

Degrees, certifications, and relevant coursework

Fazlani L’Académie Globale

Cambridge AS and A Levels

Activities and societies: Ranked #1 globally in Cambridge Assessment International Education World Topper (Business AS Level); Head of Department: Marketing & Finance; participated in sports club, theatre, and debate.

Completed Cambridge AS and A Levels at Fazlani L’Académie Globale in Mumbai.

NMIMS University

Bachelor of Business Administration, Finance

Grade: 4.0 GPA

Activities and societies: Head of Department: Marketing & Finance; Vaayu (National level college fest) organising committee member; Senior member, Rotaract Club (NMIMS) and Social Responsibility Forum (NMIMS).

Earned a Bachelor of Business Administration with a major in Finance from NMIMS University, graduating with a 4.0 GPA.