Neha
Personal data and contacts will be open only to employers with access to CV database
Financial analyst
Job Type: Full-Time

Education

From 0 to 2009
SCDL
From 0 to 2013
CFA
No added languages

Experience

Research Associate
eMatrix Knowledge Processing Solutions Pvt Ltd, Kolkata
July 2010 - December 2011 (1 year 6 months)

Briefly, my job role includes:

 The process comprises in-depth qualitative company analysis. Analyzing past data to determine future trends. The end-product typically includes company reports, quarterly earnings updates, material event updates, among others. Research involved Ratio analysis, Financial Statement Analysis, Industry Analysis.

 Crafting effective search strategies and gathering relevant information and data leveraging a broad set of resources (the Internet, print sources, trade associations, government agencies, external research organization etc).

 Preparing initiating and update reports on companies.

Equity Advisor
India Infoline, Surat
January 2008 - October 2008 (10 months)

 Job profile included dealing on behalf of clients, handling their portfolios which included equity, mutual fund, life insurance and general insurance.

 Dealt in wide variety of financial instruments catering to different financial needs

 Direct interaction with clients- understanding their financial needs and constraints, suggesting products suiting their needs.