Summary
Overview
Work History
Education
Skills
Certification
Projects
Interests
Timeline
Generic

Sonali Jain

Analyst
Gurgaon

Summary

I am an ambitious and hardworking individual seeking to advance my career where I can utilize my strengths in analysing,managing and improving business processes and productivity.

Overview

4
4
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
2
2
Languages

Work History

Analyst

Wipro (Blackstone CoE)
07.2021 - Current
  • Financial Spreading of Income Statement and Balance Sheet for potential loan targets for different asset classes
  • Studying the demographics to understand the unit mixes, interpreting all the sources of income & expenses through review of cash flow, ascertaining vacancy rates & rental income using rent rolls and NOI to calculate key liquidity ratios: DSCR, DY, Cap Rate
  • Covenant Monitoring & Financial Reporting
  • Assist on Earning Preparation - Hotel metrics, Rent Collection for hospitality and other asset classes using ilevel tool to check for Revenue per Room, Average Daily Rate, Occupancy
  • Analyse and Spread Rent Roll - Tenancy Schedule, Charge Codes, Lease start, Lease end date for different asset classes to keep track of the tenants in the leased property and prepare Variance Analysis Report
  • Collaborate with cross-functional teams to identify opportunities for process improvement and increased efficiency
  • Streamlined reporting procedures by creating user-friendly dashboards for easy access to key performance indicators.

Equity Research Analyst

Future Generali Insurance
05.2020 - 08.2020
  • Prepared Research report on the commodity market products supported by technical and fundamental analysis
  • Investment Analysis and Portfolio Management
  • Exposure of Live intraday trading
  • Developed a sound understanding of financial markets and equity research methodologies, setting a strong foundation for future career growth in finance
  • Assisted senior analysts in generating insightful reports for clients, contributing to increased client satisfaction.

Education

Master of Business Administration Finance -

ITM Business School
01.2019 - 04.2021

Bachelors of Commerce Hons. - undefined

IPS Academy
01.2015 - 04.2018

Skills

Asset Management

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Certification

NISM V A Mutual Fund Distribution Certification

Projects

Capstone Project - Impact of Capital Structure on Financial Performance of Selected Pharmaceutical stocks in India

Interests

Travelling

Swimming

Timeline

Analyst

Wipro (Blackstone CoE)
07.2021 - Current

Equity Research Analyst

Future Generali Insurance
05.2020 - 08.2020

Master of Business Administration Finance -

ITM Business School
01.2019 - 04.2021

Bachelors of Commerce Hons. - undefined

IPS Academy
01.2015 - 04.2018
Sonali JainAnalyst