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Shreya MukherjeeSM
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Shreya Mukherjee

@shreyamukherjee

Finance-focused analyst skilled in financial modelling, reporting, and portfolio management.

India
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What I'm looking for

I seek finance roles (analytics, advisory or insurance) where I can apply modelling and reporting skills, collaborate cross-functionally, and grow into portfolio or risk leadership.

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

Education

Degrees, certifications, and relevant coursework

PM

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 logoUC

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

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Shreya Mukherjee - Associate - Equentis Wealth Advisory | Himalayas