Summary
Overview
Work History
Education
Skills
Hobbies
Courses
College projects
Timeline
Generic

Aaryan Doshi

Mumbai

Summary

Passionate and driven finance professional with a strong foundation in investment analysis and a commitment to excellence. Having successfully cleared CFA Level 1, I am dedicated to building a rewarding career in equity research. With a proven track record of academic achievement and a keen analytical mindset, I am equipped to navigate the complexities of financial markets and uncover valuable investment opportunities. My ambition, coupled with a thirst for knowledge and a relentless drive to succeed, fuels my aspiration to contribute meaningfully to the field of equity research and deliver actionable insights to drive investment decisions.

Overview

3
3
years of professional experience

Work History

Finance Intern

Healthysure
Mumbai
07.2023 - 11.2024
  • Client Management: Successfully managed accounts for prominent clients such as Tata AIG, Acko and ICICI Lombard, ensuring smooth financial operations and fostering strong client relationships.
  • Accounting Proficiency: Maintained accurate accounting records for each client, handling up to 500 transactions per client per month, demonstrating attention to detail and organizational skills.
  • Financial Modeling: Spearheaded the development of financial models to raise capital for Healthysure, showcasing strategic thinking and analytical prowess in forecasting and planning.
  • Salary Budgeting: Played a vital role in salary budgeting activities, contributing to effective resource allocation and financial planning within the organization.

Business Development Intern

BookYourGuru.com
Mumbai
10.2021 - 11.2021
  • Customer Acquisition: Successfully engaged with a wide range of teachers from diverse backgrounds, effectively conveying the value proposition of BookMyGuru and converting 20% of prospects to platform users.
  • Relationship Building: Cultivated strong relationships with educators, earning their trust and confidence in the platform's ability to meet their needs and enhance their teaching experiences.

Education

CFA Level 1 Cleared (90%ile) CFA Level 2 Candidate
05-2023

HSC + Post Graduation - Bachelors in Financial Accounting

Mithibai College
Mumbai
03-2020

SSC -

SVDD School
Mumbai
01-2018

Skills

  • Financial Analysis
  • Investment Management
  • Equity Analysis
  • Risk Management
  • python(beginner lvl)
  • Ms office

Hobbies

Travelling and Fitness

Courses

  • Financial modelling and valuation by Valuation school

College projects

  • Fundamental analysis of vedanta
  • strategic analysis ok IKEA
  • krsnaa diagnostics ipo analysis

Timeline

Finance Intern

Healthysure
07.2023 - 11.2024

Business Development Intern

BookYourGuru.com
10.2021 - 11.2021

CFA Level 1 Cleared (90%ile) CFA Level 2 Candidate

HSC + Post Graduation - Bachelors in Financial Accounting

Mithibai College

SSC -

SVDD School

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Aaryan Doshi