Ritika Dalmiya
@ritikadalmiya
Driven investment professional leveraging CFA knowledge for organizational success.
IndiaWhat I'm looking for
I am a dedicated investment professional with a strong foundation in finance, having completed my CFA Level 2. My experience spans across various roles, where I have successfully managed diversified investment portfolios and conducted thorough market research to identify lucrative investment opportunities. My analytical skills have enabled me to mitigate risks effectively while collaborating with tax consultants to optimize portfolios for tax efficiency.
Throughout my career, I have honed my abilities in financial modeling and feasibility analysis, which have been instrumental in supporting key investment decisions. My tenure at Ernst & Young allowed me to provide personal advisory services that improved client compliance and operational efficiency. I am passionate about leveraging my expertise to contribute to the success of an organization while continuously enhancing my personal and professional growth.
Experience
Work history, roles, and key accomplishments
Investment Analyst
Foresight Family Office
Oct 2022 - Jan 2024 (1 year 3 months)
Managed diversified investment portfolios worth approximately INR 50 Cr, conducted market research to identify investment opportunities, and collaborated with tax consultants to optimize portfolios for tax efficiency.
Finance Executive
Unitern Advisors Pvt Ltd
Feb 2022 - Aug 2022 (6 months)
Conducted feasibility analyses on company financials, built dynamic financial models, and prepared presentations that improved client engagement and supported investment decisions.
Advanced Analyst
Ernst & Young
Sep 2019 - Oct 2021 (2 years 1 month)
Provided personal advisory services to improve client compliance and operational efficiency, supported process improvements, and streamlined tax operations.
Education
Degrees, certifications, and relevant coursework
JSJain University Centre for Management Studies
Bachelor of Business Administration, Business Administration
2016 - 2019
Grade: SGPA: 8
Completed a Bachelor's degree in Business Administration with a major in Finance, achieving a strong SGPA of 8.
Frank Anthony Public School
Indian School Certificate, Commerce
2014 - 2016
Grade: Score: 88%
Completed the Indian School Certificate (ISC) with a focus on Commerce, achieving a score of 88%.
Sishu Griha Montessori and High School
Indian Certificate for Secondary Education, Secondary Education
2000 - 2014
Grade: Score: 82%
Completed the Indian Certificate for Secondary Education (ICSE) with a score of 82%.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Social media
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