Wells Fargo

Securities Research Associate

Moody's Ratings

Financial Data Specialist

1. Designing and preparing credit opinions explaining credit ratings and financial situations of financial institutions worldwide. 2. Conducting financial statement analysis applying accounting and finance principles to read and comprehend financial statements and other disclosures relevant to the performance of Banks and Financial corporations. 3. Monitoring analyst credit portfolios through news and industry source tracking using tools like Factset and Factiva and further analysing key issues. 4. Developing the ability to understand and identify key factors that affect issuer credit ratings. Interpreting and analyzing financial data and other credit inputs provided by internal and external parties. 5. Conducted complex calculations and analysis of credit, liquid and funding positions of financial institutions worldwide, to analyze their credit ratings and future positions. 6. Prepared outreach presentations to potential clients, showcasing our analysis of the issuer, and the micro and macro factors affecting them. 7. Experienced in handling and meeting tight deadlines and strenuous work hours.

Senior Financial Data Analyst

CA Monk

Worked as a Business Development intern where I was a part of the placements team, where I was responsible for onboarding companies on CA Monk's placement program where these companies can hire top finance professionals.

Intern

JPMorgan Chase & Co.

Financial Reporting and Analysis, CIB Research & Analytics 
● Handled end-to-end Financial Reporting of US-based Hedge Funds which involved exposure to US GAAP and hedge fund operations. 
● Checked consistency of financial statements, analyzed client's accounting records and escalated any potential issues identified. 
● Conducted complex calculations of NAV, cash flow positions and liquidity positions for the hedge funds. 
● Conducted liquidity-based classification and reporting of derivatives and securities. 
● Experienced in handling and meeting tight deadlines and gruelling work hours.

Industrial Trainee

DANSPARK & Co

As an articled Assistant, I had experience in:
1. Income Tax Audit of multiple types and scales of organizations.
2. Internal audits and concurrent audits of multiple and various sized organizations like Being Human, Cadila Pharmaceuticals, National Rural Health Mission and District Mining Fund Trust.
3. Concurrent Audit of Bank of Baroda.
4. Communicated and co-ordinated with people of authority like the District Collector, Commissioner of Income Tax and Superintendents of GST. 
5. Experience in financial modelling like CMA reports and project reports of various 
organizations, to be given to multiple banks.
6. Demonstrated teamwork and team leading skills during concurrent audit of Bank of Baroda. 
7. Demonstrated team leading skills during audits of Being Human and National 
Rural Health Mission.

Audit Assistant

A finance professional with a knack and passion for research, with exposure in the credit sector. Particularly focused on Financial institutions, I have experience in ratings, debt restructuring as well as other investment banking operations related to debt. 

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