Siwani Gupta
@siwanigupta
I build equity research, valuation models, and finance dashboards that support investment and business decisions.
What I'm looking for
I've conducted DCF valuation and fundamental equity research across 10+ BSE-listed companies at Finlatics, producing five investment research reports with buy, sell, and hold recommendations.
My MBA in Finance at SIBM Bengaluru focuses on investment banking, corporate finance, risk management, and business valuation. I apply DCF modelling, relative valuation, financial statement analysis, and portfolio benchmarking to turn financial data into clear investment insights.
At Omni International, I managed AP/AR for 50+ vendor accounts, processed Rs. 15L+ in invoices with zero discrepancies, and built three Excel and Tableau dashboards that reduced management reporting turnaround by about 30%.
I've also supported credit operations at Agriculture Development Bank and retail banking at Nepal SBI Bank, working with regulatory compliance, credit risk analysis, KYC, and customer transactions. I bring hands-on experience with Bloomberg Terminal, Advanced Excel, Tableau, and Tally ERP.
Experience
Work history, roles, and key accomplishments
Equity Research Intern
Finlatics
May 2025 - Jul 2025 (2 months)
Conducted DCF valuation and fundamental equity research across 10+ BSE-listed companies; authored 5 investment research reports with buy/sell/hold recommendations. Executed macro-driven sector rotation strategy benchmarked against BSE 500.
Finance & Accounts Intern
Omni International Pvt. Ltd.
Apr 2025 - May 2025 (1 month)
Managed AP/AR cycle for 50+ vendor accounts; processed Rs. 15L+ in invoices with zero discrepancies and accurate month-end reconciliations. Designed 3 automated Excel/Tableau dashboards, reducing senior management reporting turnaround by ~30%.
Banking Intern – Credit Operations
Agriculture Development Bank Ltd.
Aug 2023 - Sep 2023 (1 month)
Appraised 20+ loan files ensuring full NRB regulatory compliance; conducted credit risk analysis including income verification, collateral assessment, and repayment capacity.
Banking Intern – Retail Operations
Nepal SBI Bank Limited
Jun 2023 - Jul 2023 (1 month)
Delivered frontline banking support (account openings, transactions, KYC) for 50+ customers daily with 100% task accuracy.
Education
Degrees, certifications, and relevant coursework
Symbiosis Institute of Business Management, Bengaluru
Master of Business Administration, Finance
2024 -
Grade: 6.90/10
Pursuing an MBA in Finance with an Investment Banking specialization, achieving a CGPA of 6.90/10.
Birgunj Public College
Bachelor of Business Administration, Finance
2020 - 2023
Grade: 83.5%
Completed a Bachelor of Business Administration in Finance with a score of 83.5%.
Availability
Location
Authorized to work in
Job categories
Skills
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