Open to opportunities

SHRUSHTI SONI

@shrushtisoni

Message

I am a motivated finance graduate, CFA Level I candidate skilled in financial analysis and Excel.

India

Message

What I'm looking for

I seek an entry-level finance role in a collaborative, growth-oriented firm where I can apply financial analysis, modelling, and portfolio management skills while progressing toward CFA certification.

I am a motivated finance graduate (B.Com, CGPA 8.99) and CFA Level I candidate with strong financial analysis and Excel skills.

I have practical experience across internships and a finance executive role where I managed client portfolios, advised on mutual funds and PMS, and ensured regulatory compliance.

I handled HNI databases, KYC documentation, and operations, and completed certifications including a JPMorgan Chase Investment Banking simulation, Advanced Excel, and business-analysis guided projects; I also led a research project on consumer behaviour toward digital payments.

I am eager to join a dynamic finance team where I can apply financial modelling, portfolio management, and continuous learning to drive results and grow professionally.

Experience

Work history, roles, and key accomplishments

Wealth Management Intern

Stratmore Wealth Pvt Ltd

Oct 2024 - Nov 2024 (1 month)

Managed HNI database and firm operations, and handled KYC and investment documentation to streamline onboarding and transaction processing.

KYC Operations Documentation HNI Relations Investment Operations Excel Communication

Finance Executive

Future Plus Financial Services

Jun 2024 - Aug 2024 (2 months)

Managed client portfolios and provided tailored investment advice across mutual funds, PMS, and transaction platforms; ensured compliance with regulatory requirements and company policies.

Portfolio Management Mutual Funds PMS Compliance KYC Excel

Finance

AdSmit Media

Feb 2024 - Mar 2024 (1 month)

Organized financial files, spreadsheets, and reports and supported reporting; participated in workshops and presentations to improve project documentation and processes.

Excel Financial Reporting Data Entry MS Office File Management Documentation Communication

Education

Degrees, certifications, and relevant coursework

Prahladhrai Dalmia Lions College Of Commerce And Economics

Bachelor of Commerce, Accounting & Finance

2020 - 2023

Grade: 8.99/10

Activities and societies: Research project on consumer behaviour towards digital payment systems; participated in stock market workshop (secured 4th rank); inter- and intra-collegiate events.

Completed Bachelor of Commerce (Accounting & Finance) with a CGPA of 8.99/10 in 2023.