Shreya Mukherjee
@shreyamukherjee
Finance-focused analyst skilled in financial modelling, reporting, and portfolio management.
What I'm looking for
I am a science graduate turned finance professional currently completing a PGDM with a finance specialization, focused on financial modelling and reporting. I blend analytical rigor with strong communication and problem-solving skills developed through academic work, internships, and leadership roles.
I have practical experience from internships and early-career roles in insurance and wealth advisory, where I contributed to market research, portfolio strategies, and client-focused financial planning. I apply data analysis and Excel-based modelling to inform investment decisions and risk assessment.
During a two-month internship at Bajaj Allianz General Insurance, I researched the impact of natural disasters on the general insurance industry and produced reports that supported risk-mitigation thinking. I have also taken NISM courses and other online certifications to strengthen my technical knowledge in finance and mutual funds.
I lead an NGO in Kolkata and maintain strong soft skills—presentation, time management and stakeholder communication—that help me work effectively with cross-functional teams and clients. I look to join a finance or wealth advisory role where I can drive measurable client outcomes and continue developing my analytical and portfolio-management capabilities.
Experience
Work history, roles, and key accomplishments
Associate
Equentis Wealth Advisory
Oct 2025 - Present (3 months)
Spearheaded financial analysis and portfolio management, achieving average client wealth growth of 15% annually and driving a 20% expansion in firm assets through data-driven investment strategies.
Management Trainee
ICICI Lombard
Jun 2025 - Oct 2025 (4 months)
Conducted financial analysis and supported portfolio strategies that contributed to 15% average client wealth growth and improved client retention by 25% through personalized financial plans.
MNC Broker Intern
Bajaj Allianz General Insurance
Researched impact of natural disasters on general insurance, produced reports informing risk mitigation strategies and proposed product enhancements to improve coverage responsiveness.
Education
Degrees, certifications, and relevant coursework
Pune Institute of Business Management
Master of Business Administration, Finance
Grade: 8.0/10
Pursuing MBA/PGDM with a finance specialization, completed in 2025 with a grade of 8.0/10.
University of Calcutta
Bachelor of Science, Physics
Grade: 72%
Completed Bachelor of Science in Physics in 2020 with 72% marks.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
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