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Sakshi Shinde

@sakshishinde

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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

Co-Founder

Pet Care

Dec 2023 - Jun 2025 (1 year 6 months)

Co-founded and managed day-to-day operations of a busy retail shop, overseeing inventory, purchasing, billing and customer service while recruiting and training staff and executing multi-channel product promotion initiatives. Improved employee retention and operational workflows across sales and listings.

Operations Management Inventory Management Billing Staff Training Customer Service Product Promotion Purchasing Multitasking

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.

Financial Analysis Reporting Project Management Data Analysis Communication

Associate

Atos Syntel

Jun 2021 - Dec 2022 (1 year 6 months)

Managed client investment requests for Aegon UK, processed mutual fund, pension and tax-saving transactions, and placed orders on stock exchanges while supporting migration to a Money-in-Cheque project. Produced BI dashboards, consolidated financial data, and performed budgeting, forecasting and financial modelling to improve operational accuracy.