AARATI GUPTA
Bengaluru
Summary
Finance professional with a strong academic background, including an MBA from Symbiosis Institute of Business Management, Bengaluru, and hands-on experience in financial analysis, capital management, and equity markets. Proven ability to streamline financial operations, manage investment portfolios, and perform in-depth market research. Certified in Bloomberg Market Concepts and Corporate Finance, with a commitment to leveraging analytical expertise and strategic insights to drive financial success.
Overview
3
3
years of professional experience
Work History
Equity Markets Analyst
Finlatics
07.2024 - 09.2024
- Actively tracked companies listed in the BSE 500 Index, gaining hands-on experience in portfolio management and investment strategies.
- Conducted in-depth economy-wide, sector-specific, and company-oriented research, enabling informed decision-making through Fundamental Analysis, Technical Analysis, and DCF Valuation.
- Conducted sectoral analysis and strategic fund positioning, focusing on technology and consumer non-durable sectors to enhance portfolio returns, while honing skills in market research, investment analysis, and financial modeling.
Capital Management Analyst
Corporate Development Bank Ltd
05.2024 - 07.2024
- Analyzed financial data and performance metrics to support decisions on capital structure.
- Assessed and monitored financial risks impacting capital management.
- Developed financial models for stress testing and scenario analysis.
- Enhanced skills in financial risk assessment, data-driven decision-making, and cross-functional collaboration.
- Contributed to the bank's strategic capital initiatives and financial stability.
Junior Accountant
Ranjan Nirman Sewa Pvt. Ltd.
02.2022 - 04.2023
- Streamlined financial processes to enhance operational efficiency.
- Prepared comprehensive financial statements that supported strategic decision-making.
- Ensured adherence to fiscal regulations and standards.
- Collaborated with team members to improve reporting accuracy and timeliness.
- Utilized advanced analytical skills to identify financial trends and insights.
Education
MBA - Finance
SYMBIOSIS INSTITUTE OF BUSINESS MANAGEMENT
Bengaluru06-2025
BBA - Finance
CENTER FOR MANAGEMENT STUDIES, JAIN UNIVERSITY
Bengaluru06-2021
A Level - Commerce
TRIO WORLD ACADEMY
Bengaluru06-2018
S.L.C - Commerce
Gautam Secondary School
Birgunj, Nepal06-2015
Skills
- Account evaluation
- Expense account management
- Collections and invoice processing
- Financial record balancing
- Month-end documentation
- Accounting
- Proficient in Tally ERP9
- Bank reconciliation
- Financial reporting
- Balance sheets
Accomplishments
- Financial Markets | Yale University
- Leadership and Emotional Intelligence | Indian School of Business
- Excel: Introduction on to VBA | LinkedIn Learning
- Project Management Foundations | Project Management Institute & LinkedIn Learning
- Finance Foundations: Income Taxes | LinkedIn Learning
- Bloomberg Market Concepts | Bloomberg for Education
- Business Tax Foundations | LinkedIn Learning
- CFI Corporate Finance Foundations Professional Certificate | CFI & LinkedIn Learning
Languages
Nepali
First Language
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Timeline
Equity Markets Analyst
Finlatics
07.2024 - 09.2024
Capital Management Analyst
Corporate Development Bank Ltd
05.2024 - 07.2024
Junior Accountant
Ranjan Nirman Sewa Pvt. Ltd.
02.2022 - 04.2023
MBA - Finance
SYMBIOSIS INSTITUTE OF BUSINESS MANAGEMENT
BBA - Finance
CENTER FOR MANAGEMENT STUDIES, JAIN UNIVERSITY
A Level - Commerce
TRIO WORLD ACADEMY
S.L.C - Commerce
Gautam Secondary School
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