Open to opportunities

Shrushti Soni

@shrushtisoni1

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Finance graduate and CFA Level I candidate focused on equity research.

India

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What I'm looking for

I am seeking an equity research or junior analyst role where I can apply valuation and financial analysis skills, work in a collaborative investment-research team, and grow technical expertise in capital markets and portfolio research.

I am a motivated finance graduate and CFA Level I candidate with hands-on exposure to equity research, DCF valuation, and investment product workflows. I have conducted self-initiated company analyses and research notes while supporting mutual fund and PMS processes during wealth-management internships.

My practical experience includes client portfolio support, regulatory documentation (KYC), and internal reporting for HNI clients, complemented by strong financial statement analysis, Excel, and research-writing skills. I seek an equity research intern or junior analyst role to deepen my analytical expertise and contribute to investment research teams.

Experience

Work history, roles, and key accomplishments

Wealth Management Intern

Stratmore Wealth Pvt Ltd.

Oct 2024 - Nov 2024 (1 month)

Assisted in handling HNI client data, documentation, and investment operations; supported mutual fund and PMS processes and internal reporting while ensuring KYC and regulatory compliance exposure.

Wealth Management KYC Mutual Funds PMS Reporting Regulatory Compliance MS Excel

Finance Executive

Future Plus Financial Services

Jun 2024 - Aug 2024 (2 months)

Managed client portfolio records and supported handling of investment products including mutual funds and PMS while ensuring adherence to internal processes and basic regulatory requirements.

Portfolio Administration Mutual Funds PMS Regulatory Compliance Financial Markets MS Excel