Aakriti Jhunjhunwala
Kolkata
Summary
Dynamic and personable leader with robust educational foundation from prestigious universities like ICL and NYU, coupled with 10+ years of work experience in global Financial Markets. Eager to transition into the education industry post-MBA, driven by passion for fostering learning environments and community-building. Demonstrated effectiveness as a Student Leader through meticulous execution of numerous innovative student campaigns, resulting in heightened student engagement and organizational impact. Strengths include verbal and written communication, relatability, creative problem solving, data analysis, event organization, digital marketing, and stakeholder management.
Overview
10
10
years of professional experience
1
1
Certification
Work History
MANAGER, INVESTMENTS
AMBEY MINING PVT LTD
09.2023 - Current
- Manage investment portfolio exceeding Rs 500 Crore across diverse financial products
- Streamlined workflows by identifying bottlenecks in existing systems like delay in due diligence process, and proactively addressing these challenges by creating comprehensive process workflows and project management tools to track progress
- Maintain accurate record-keeping systems, facilitating efficient information sharing among team members, management and partner organizations
- Use Financial Analysis to identify market trends and capitalize on emerging opportunities for growth in Indian economy.
- Use Data Analytics to optimize asset allocation across various accounts for improved diversification and risk-adjusted performance.
- Deliver weekly portfolio updates to C-suite displaying ability to convey complex financial data in concise, insightful, visually appealing graphs
- Cultivate partnerships with external stakeholders (premier financial institutions like Kotak, ICICI, Nippon etc) to investigate business opportunities and extend network reach within the industry sector
- Improved efficiency, transparency and research-quality within a six-month timeframe.
FINANCE ANALYST
STOCK KNOCKS
05.2022 - 07.2023
- Conducted thorough market research, enabling management to make informed decisions about the product offerings, target audience and niche industry.
- Developed comprehensive business plans, including financial projections, leading to securing first round of funding (Rs 1 Crore).
- Researched and authored high-quality, long-form blogs on specialized financial topics.
- Created financial educational resources such as eBooks, lead-magnets, and webinars to showcase organization's expertise and strengthen brand recognisiton.
- Utilized SEO best practices to optimize blog content for search engines, resulting in higher search engine rankings, a 20% increase in organic traffic to the website, and a 15% increase in social media engagement.
PORTFOLIO MANAGER
BPJ SHARES & SECURITIES PVT LTD
05.2016 - 04.2022
- Served as a Portfolio Manager in an Indian Non-Banking Finance Company, specializing in Indian Equity investments managing Rs 5 Crore in assets
- Optimized stock selection using Fundamental Analysis tools and Technical indicators
- Optimized risk-adjusted returns through rigorous quantitative analysis and modeling techniques; Portfolio risk exposure reduced by 25%
- Implemented robust compliance measures to adhere to regulatory requirements while managing owners assets effectively.
- Continuously refined investment processes, incorporating the latest industry best practices for optimal results.
- Delivered 22% annual risk adjusted return on the Equity Portfolio (FY21-22)
CREDIT ANALYST
BNP PARIBAS
08.2015 - 04.2016
- Worked as Credit Analyst to prepare credit reports for $4B portfolio
- Undertook the credit process, including client meetings, counterparty analysis, financial evaluation, rating computation, credit committee reviews.
- Supported the sales team in negotiating favorable terms, balancing business growth and credit risks effectively.
- Developed strong relationships with clients by providing exceptional service and communication throughout the investment process.
- Successfully initiated 5 new deals, contributing to business growth. Played a key role in securing two highest revenue deals in FY15.
PORTFOLIO ANALYST
BNP PARIBAS
07.2014 - 07.2015
- Worked as Portfolio Analyst for Commodity Credit Portfolio with $10 B in Authorization
- Conducted comprehensive data analytics using advanced MS Excel tools, including VLOOKUP and Pivot Tables
- Assisted analysts in preparing credit reports, studied industry trends and created pitch books for prospective clients
- Kept up-to-date on market trends, regulatory changes, and industry news to inform investment decisions.
Education
MBA -
IMPERIAL COLLEGE LONDON
09.2023
Bachelor of Science - Finance And Economics
NEW YORK UNIVERSITY, STERN SCHOOL OF BUSINESS
USA05.2014
Skills
- Data Analysis
- Developing Processes & Systems
- Written and verbal Communication
- Cross-Functional Teamwork
- Problem-Solving & Innovative Thinking
- Cross-cultural awareness & inclusion
- Higher Education Knowledge & Planning
- Community Outreach
- Business Development & Growth
- Revenue Generation
Certification
- Certified Financial Technician (CFTe), 2020, International Federation of Technical Analysts
- Research Analyst (RA), 2021, National Institute Of Securities Market
- Bloomberg Essentials (BESS), 2015, Bloomberg
Additional Information
- NYU Regional Ambassador for Kolkata (2024-Present)
- Imperial India Alumni Association Member & Kolkata Leader (2023-Present)
- Indo-British Scholars' Association Member (2024-Present)
- Ektara NGO Volunteer (2017-Present)
Timeline
MANAGER, INVESTMENTS
AMBEY MINING PVT LTD
09.2023 - Current
FINANCE ANALYST
STOCK KNOCKS
05.2022 - 07.2023
PORTFOLIO MANAGER
BPJ SHARES & SECURITIES PVT LTD
05.2016 - 04.2022
CREDIT ANALYST
BNP PARIBAS
08.2015 - 04.2016
PORTFOLIO ANALYST
BNP PARIBAS
07.2014 - 07.2015
MBA -
IMPERIAL COLLEGE LONDON
Bachelor of Science - Finance And Economics
NEW YORK UNIVERSITY, STERN SCHOOL OF BUSINESS
Similar Profiles
MUKESH KUMARMUKESH KUMAR
MANAGER CIVIL & ESTATE at Ambey Mining Pvt. LtdMANAGER CIVIL & ESTATE at Ambey Mining Pvt. Ltd
ASHISH KUMARASHISH KUMAR
Site Manager at JAY AMBEY ENERGY SOLUTIONS PVT. LTD.Site Manager at JAY AMBEY ENERGY SOLUTIONS PVT. LTD.
Lalam Mohana RaoLalam Mohana Rao
Sr Executive-A&F at BGR Mining and Infra Limited(Formerly BGR Mining and Infra Pvt Ltd)Sr Executive-A&F at BGR Mining and Infra Limited(Formerly BGR Mining and Infra Pvt Ltd)