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@primetraders
Aspiring finance professional with hands-on experience in financial analysis.
I am a dedicated finance professional currently pursuing my CFA Level II certification, with a strong foundation in financial analysis and operations. My experience as an Operations Assistant in a family real estate business has honed my skills in client relationship management and property transactions, where I successfully facilitated and closed five property deals.
During my internships at Heramb FinServ and Eastern Elegance India Pvt Ltd, I collaborated on complex financial models and conducted in-depth financial statement analyses for numerous companies. My ability to streamline communication processes and enhance operational efficiency has been a significant contribution to my teams. I am passionate about leveraging my analytical skills to support strategic financial decisions and drive business growth.
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Work history, roles, and key accomplishments
Family Real Estate Business
Dec 2023 - Present (1 year 11 months)
Successfully facilitated and closed 5 property transactions, strengthening client relationships. Conducted property viewings, effectively showcasing residential and commercial properties to potential clients, while managing day-to-day operational tasks.
Heramb FinServ
Aug 2023 - Oct 2023 (2 months)
Collaborated with the team on 3-4 complex financial models, including forecasting and Discounted Cash Flow (DCF) valuation. Crafted 20+ comprehensive valuation reports. Researched macro trends, industry dynamics, and managed corporate finance data.
Eastern Elegance India Pvt Ltd
May 2023 - Jul 2023 (2 months)
Conducted in-depth financial statement analysis for 75 companies, assessing Income statements and balance sheets to meet client-specific mandates. Streamlined communication processes, boosting efficiency by 20% through strategic collaboration and optimized workflow management.
Tatya Tope Nagar CHS Ltd
Oct 2020 - Dec 2021 (1 year 2 months)
Spearheaded account ledger management for 400+ residential and commercial members, generating detailed reports, and ensuring precise book closures. Raised ₹10 Lakhs in dues by resolving discrepancies and streamlined systems for accuracy, partnering with auditors to ensure compliance and operational integrity.
Degrees, certifications, and relevant coursework
CFA Level I, Finance
Successfully cleared CFA Level I, demonstrating a strong foundation in investment tools, asset classes, and wealth management. Currently a CFA Level II Candidate, continuously enhancing skills in valuation techniques and technical analysis of markets.
B. Com (Accounting & Finance), Accounting & Finance
Grade: 8.38/10
Completed a Bachelor of Commerce with a specialization in Accounting and Finance, achieving a grade of 8.38 out of 10. Gained hands-on experience in financial modeling, financial statement analysis, and investment research through coursework and practical applications.
Software and tools used professionally
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