Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Anshika Singh

Pune

Summary

A BSc. Economics graduate with CFA level-III 2024 exam candidacy. Proficient in financial modeling, valuation techniques, credit research methodologies, financial data software, analysis methods, financial statement analysis, and report writing.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Operations Analyst

CITCO
Pune
05.2023 - 08.2023
  • Successfully processed and settled instructed, over the counter and invoice transactions for 16+ hedge fund clients on a daily basis.
  • Identified settlement failures, gaps and kept check on the liquidity status for clients along with routine payment request resolution.

Investment Banking Intern

CapitalOne Advisory
Pune
05.2022 - 07.2022
  • Prepared and edited pitch decks, one-pagers/investment teasers (name and no-name basis).
  • Conducted market research consistent with the funding requirements of the fund houses.
  • Prepared credit monitoring analysis (CMA) sheets including derivation of ratios, future cash flow projections, financial position and profitability projections for 2 large real-estate project investments.

Financial Modeling & Valuation Intern

Tenth Decile Advisory
Remote
04.2022 - 05.2022
  • Modeled three-statement financial models for 20+ companies, and derived financial metrics including profitability, liquidity, coverage/credit ratios and market valuation ratios.
  • Forecasted future cash flows and financial position corresponding to client's requirements.
  • Supported with modelling of discounted cash flow & relative valuation models.
  • Procured data and market insights from databases and annual reports for competitor and market/industry analysis(industry drivers).
  • Drafted analysis reports consisting of strategic insights (conducting SWOT, PESTLE analysis etc.) and data visualization based on clients' needs.

Market Research/Business Development Intern

HerbalNest(Startup)
Remote
04.2021 - 07.2021
  • Conducted systematic market research to identify key customer segments, and emerging partnership opportunities to collaborate with for the prospective product along with data on retailers, wholesalers, supermarkets & hypermarket chains that are favorable to the supply chain links of the production point.

Education

CFA Level II - Investment Research

CFA Institute
US
01-2024

Bachelor of Science - Economics

MIT WPU, Kothrud
Pune, India
10-2021

Skills

  • Qualitative & Quantitative Research
  • Report Writing
  • Bloomberg Terminal
  • Python
  • Financial Reporting
  • Financial Modeling & Valuation
  • Credit Risk Analysis
  • Benchmarking
  • Financial Statement Analysis
  • Compliance
  • MySQL
  • Communication skills
  • Office 365
  • Microsoft Power BI

Certification

  • Bloomberg Market Concepts
  • Certified Investment Banking Operations Professional
  • Essentials of Sustainable Investing
  • Real Estate Contracts
  • Python and Statistics for Financial Analysis
  • Japanese Language Proficiency Test Level N-5

Timeline

Operations Analyst

CITCO
05.2023 - 08.2023

Investment Banking Intern

CapitalOne Advisory
05.2022 - 07.2022

Financial Modeling & Valuation Intern

Tenth Decile Advisory
04.2022 - 05.2022

Market Research/Business Development Intern

HerbalNest(Startup)
04.2021 - 07.2021

CFA Level II - Investment Research

CFA Institute

Bachelor of Science - Economics

MIT WPU, Kothrud
Anshika Singh