PARIDHI GUPTA
Senior Analyst
Jumeirah Beach Residence,Dubai
Summary
Self-motivated and focused professional with planning, conceptualizing and implementation capabilities.
Adept at working effectively to achieve goals both as a
collaborative team member and an individual contributor.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
Work History
Senior Analyst
Pioneer Client Associates Pvt Ltd
11.2019 - 03.2021
- Develop Wealth Management Strategies, financial modelling, portfolio creation for HNI clients
- Create monthly, quarterly and yearly performance reports for client portfolios
- Advice clients on right investment products like Mutual Funds, PMS, Direct Equity, Insurance
- Used quantitative analytical skills to evaluate complex financial reports and other documents.
Management Trainee
Cushman & Wakefield
04.2019 - 10.2019
- Tracked the Real Estate market in Bangalore through extensive market research.
▪ Handled large scale projects with in-depth consulting insights and strategic research analysis.
▪ Prepared Financial Modelling, cash flow estimation, feasibility analysis basis the client requirements.
Business Analyst
Textilestock.in
01.2016 - 07.2016
- Generating leads and converting these prospective leads into sales.
- Working on the product requirements with research on mapping as per our catalogue.
Junior Analyst
Aon Hewitt
07.2014 - 01.2016
- Worked on complex projects with extensive custom data analysis, involving delivery of more than 2000 reports for the leaders and managers, resulting into a multiyear deal with the client
- Initiate research projects, market level discussions to ensure brilliant client experience
- Providing custom in-depth analysis and insights (HR Analytics) basis Employee Engagement and Employee Value Proposition Studies for clients using SAS and SPSS
- Mentoring the team members, ensuring smooth on-boarding of new team members by planning and conducting functional trainings
Education
BACHELOR OF BUSINESS ECONOMICS - Economics & Finance
University of Delhi
05.2011 - 06.2014
MASTERS OF BUSINESS ADMINISTRATION (PGDM) - Finance
Narsee Monjee Institute of Management
05.2017 - 03.2019
Skills
Consulting Skills
Microsoft Excel
Microsoft Powerpoint
Market Research
Teamwork Spirit
Financial Analysis
Employee Engagement Analysis
Data Mining & Analysis
Accomplishments
- Certificate of Accreditation – Best Project Team by Aon Hewitt
- NISM Mutual Fund – Foundation Course
- Basics of Tally 9.2
- Actively worked for Environmental & Social Activities like Plantation Drives, Cleanliness Drives, Blood donation camps, volunteering at NGOs
Timeline
Senior Analyst
Pioneer Client Associates Pvt Ltd
11.2019 - 03.2021
Management Trainee
Cushman & Wakefield
04.2019 - 10.2019
MASTERS OF BUSINESS ADMINISTRATION (PGDM) - Finance
Narsee Monjee Institute of Management
05.2017 - 03.2019
Business Analyst
Textilestock.in
01.2016 - 07.2016
Junior Analyst
Aon Hewitt
07.2014 - 01.2016
BACHELOR OF BUSINESS ECONOMICS - Economics & Finance
University of Delhi
05.2011 - 06.2014