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Sakshi Shinde

@sakshishinde

Dedicated investment associate focused on financial analysis and investment modelling.

India
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What I'm looking for

I seek a client-focused investment or financial analysis role where I can apply modelling and reporting skills, grow under mentorship, and contribute to data-driven decisions.

I am a dedicated, detail-oriented investment professional with over one year of experience supporting clients' asset and liability management in a KPO environment. I have a track record of analysing investment data, observing financial reports, and identifying performance trends to inform decision-making.

My strengths include investment modelling and reporting, financial analysis, project management, and strong communication. I support practice management for specific operations and processes and prepare client-focused reports based on gathered information.

I work well in multi-tasking environments, positively influence teams and clients, and build confident relationships with senior stakeholders. I continue to develop my skills through professional study, including an Investing Banking analyst program.

Experience

Work history, roles, and key accomplishments

KA

Investment Associate

KPO Associated

Jan 2021 - Dec 2023 (2 years 11 months)

Supported client asset and liability management, analyzed financial performance and investment data, and prepared client reports that identified trends and opportunities. Coordinated practice operations and improved decision-making through analytical observations.

Education

Degrees, certifications, and relevant coursework

GD

Global Business Studies, Dubai

Investing Banking analyst, Investment Banking / Business Studies

Completed an Investing Banking analyst program in 2023.

JC

J. K. College of Science & Commerce

Bachelor in Accounts & Finance, Accounts & Finance

Completed a Bachelor degree in Accounts and Finance in 2020.

TC

Tilak College of Science & Commerce

HSC, Higher Secondary Education

Completed Higher Secondary Certificate (HSC) at Tilak College of Science & Commerce in 2017.

Mumbai University logoMU

Mumbai University

SSC, Secondary Education

Completed Secondary School Certificate (SSC) under Mumbai University in 2015.

Tech stack

Software and tools used professionally

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Sakshi Shinde - Investment Associate - KPO Associated | Himalayas