MS Office (Word, Excel & Power Point)
Anaina P.M
Associate
Bangalore
Summary
Strategically minded Finance Professional with 1 year of proven success in financial reporting and project management. Highly skilled at increasing company revenue and productivity through detailed cost analysis. Excels in high-pressure environments. Possesses excellent budget forecasting and financial reporting skills.
Overview
1
1
year of professional experience
4
4
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Jr Research Analyst
Hedge Equities
Kerala
04.2022 - 06.2023
- Worked on Equities using Technical and Derivatives analysis.
- Bought ability to recognize stocks of market investments.
- SWOT Analysis of different Financial Assets.
- Valuated Companies using DCF valuation.
- Research on impact of Covid-19 on stock returns of Indian Healthcare and Pharmaceutical market.
- Portfolio creation and management on day-to-day basis.
- Demonstrated leadership skills in managing projects from concept to completion.
Associate
MResult
Bengaluru
03.2022 - Current
- Conducted due diligence on potential investments, including financial analysis and modeling, industry research and competitor analysis.
- Prepared investment proposals and presented them to investment committees for approval.
- Analyzed financial statements and other documentation to assess creditworthiness and identify potential risks.
- Negotiated terms of investment agreements with clients and investors.
- Prepared detailed financial reports, including variance analysis, cash flow projections, and ROI analysis.
- Analyzed asset performance and returns, valuations, trends and assumptions.
- Collaborated with underwriters to ensure loans met underwriting guidelines and investor requirements.
Education
PGDM - Finance And Marketing
Kirloskar Institute of Advanced Management Studies
Harihar, KA 06.2020 - 02.2022
B.COM - Accounting And Taxation
SCMS School of Technology And Management
Kerala 06.2017 - 03.2020
Skills
Strong Communication
Loan to Value Ratio Calculations
Relationship Building
Due Diligence
Research and Data Analysis
Variance Analysis
Analyzing Performance
Problem Solving
Accomplishments
- Pat on the Back (Nov 2022 ) Received award for exceptional performance, dedication, and contribution to the Elevator Pitch
- Sunergy Award (Jan 2023) In recognition of creating a positive impact on customers by helping them to enhance operational efficiency through technology adoption, establishing ourselves as a thought partner, and bringing in both qualitative and quantitative value to the business.
Software
R for Mangers
AIO Axis
Certification
Completion of Investment Banking course by Udemy, July-2021.
Interests
Table Tennis
Cricket
Timeline
Investment Banking: Financial Analysis and Valuation course authorized by University of Illinois at Urbana-Champaign and offered through Coursera
02-2023
Completion of Investment Banking course by Udemy, July-2021.
07-2022
Jr Research Analyst
Hedge Equities
04.2022 - 06.2023
Associate
MResult
03.2022 - Current
PGDM - Finance And Marketing
Kirloskar Institute of Advanced Management Studies
06.2020 - 02.2022
B.COM - Accounting And Taxation
SCMS School of Technology And Management
06.2017 - 03.2020