FINANCIAL ANALYST INTERN Skills Financial Planning Analysis, Analytical skills, Forecasting, Portfolio Wealth Management, Financial Reporting, Business Analysis, Financial Consulting, Quantitative Analysis, Market Research, Financial Modelling, Project Management, Strategy, Operations, Risk Management, Corporate Finance, Global Finance, Product Management Slabware, Quickbooks, Busy LS, Microsoft Office, Microsoft Excel, Mutual Funds, Alternate Investments, Real Estate Funds, Mortgages, Consumer Loans, Insurance, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook Experience 05/2017 08/2017 Financial Analyst Intern Company Name － City State Augmented company profits 25% conducting detailed financial analysis refining budgets forecasts. Analyzed company financial reports make recommendations revenue generation cost reduction. Reduced 30% costs designing financial process tools, implementing pricing strategies process improvement. Spearheaded led due diligence Acue Marmonite's international projects India, identifying key risk factors forecasting investment viability educated senior management project NPV. Developed innovative financial tools simplify Business Requirement Documentation (BRD's), helped record-keeping, understanding client business expanding client relationships. 11/2015 07/2016 Manager Company Name － City Retail Banking Affluent Business. Amplified high net worth client portfolio USD 16 million USD 18 million less 9 months. Recommended customized product portfolios high net worth clients financial planning investment analysis resulting average client portfolio growth 27%. Administered regulatory procedural compliance ensure adherence proper accounting procedures. Advised clients global trade, designing customer centric propositions hedging mitigating risk. 09/2013 10/2015 Senior Advance Wealth Manager Company Name － City Retail Banking, Wealth Management. Increased total portfolio value USD 5 million, making largest region. Assessed client's financial objectives risk profiles, identified investment opportunities, prepared customized recommendations asset allocation. Exhibited leadership capabilities supporting, training mentoring team wealth managers. Achieved highest personal loan sales figures year 2014 within region. 04/2012 08/2013 Deputy Manager Company Name － City Enhanced portfolio value USD 0.65 million USD 1.05 million acquiring new clients region. Boosted portfolio growth 18% analysing high net worth client portfolios, advising tailed investment solutions. Exceeded bank's budgeted portfolio growth expectations 34%. Carried non-resident operations branch implemented retail Foreign Exchange (FX) Rated TOP 40 mortgage sales performers award PAN INDIA within 5 months joining Axis Bank. Fast-tracked position Senior Wealth Manager within 15 months joining HSBC. Received 'Dynamo' award outstanding performance commitment fairness integrity (HSBC). Ranked first among wealth managers HSBC Delhi region (Aug '14). Received 'Outstanding Performer' award. Ranked first following Compliance AML Practices Operational Excellence HSBC (2014). Education Training Dec 2017 Master Business Administration Financial Analysis Investments University Connecticut School Business － City State Financial Analysis Investments STEM qualifying 36 months OPT) *Vice President Marketing Finance UConn Graduate Consulting Club *Student Consultant Team Lead CT based Start-up *Winner Cigna Strategic Investment Case Challenge Jun 2010 Bachelor Arts Economics Sri Venkateswara College, University Delhi － City India Economics Skills accounting, Analytical skills, Banking, budgets, Business Analysis, Consultant, Consulting, Corporate Finance, cost reduction, client, clients, designing, Documentation, due diligence, senior management, Fast, Finance, Financial, financial analysis, Financial Planning Analysis, Financial Consulting, financial planning, financial reports, Financial Reporting, Forecasting, Foreign Exchange, Funds, Insurance, investment analysis, Investments, leadership, Team Lead, Market Research, Marketing, mentoring, Microsoft Access, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, pricing strategies, process improvement, Product Management, Project Management, Quantitative Analysis, Quickbooks, Real Estate, record-keeping, Requirement, Retail, Risk Management, sales, Strategy, Strategic, Wealth Management