Summary
Overview
Work History
Education
Skills
Certification
Projects
Accomplishments
Work Availability
Work Preference
Timeline
CHIRAYU KAPOOR

CHIRAYU KAPOOR

Associate
Noida,UP
The way to get started is to quit talking and begin doing.
Walt Disney

Summary

Operations Associate with an MBA in Finance, skilled in reconciliation and process optimization, with a proven record of accuracy and efficiency. Highly adaptable, motivated, and eager to deepen expertise in investment and finance, while delivering results in fast-paced environments.

Overview

1
1
year of professional experience

Work History

Operations Associate

Indus Valley Partners
02.2025 - Current
  • Responsible for resolving breaks related to loan syndication between two parties, with the objective of improving reconciliation match percentage, and increasing overall process efficiency.
  • Leveraged WSO, LoanIQ, and Notice Manager platforms to reconcile daily trade breaks, cash flows, and corporate actions.
  • Partnered with custodians, counterparties, and internal teams to investigate discrepancies and streamline settlement processes.
  • Documented and tracked client discussions to ensure the timely closure of pending mismatches.
  • Improved reconciliation efficiency by 15%, increasing match rates from 65% to 80%, thereby reducing settlement delays, and strengthening client confidence in reporting accuracy.

Finance Intern

Share Khan Ltd.
06.2024 - 08.2024
  • Assigned to support client acquisition and advisory during the internship, with a focus on driving investments in mutual funds and equities, while contributing to research and brand awareness initiatives.
  • Onboarded 10 new clients by building trust through effective communication, and explaining investment options.
  • Conducted equity research on Fundamental analysis and market research across emerging sectors to identify attractive opportunities.
  • Prepared and delivered client-ready investment reports, with persuasive recommendations tailored to client needs.
  • Led a survey initiative educating over 30 participants on stock market basics, thereby promoting financial literacy, and enhancing Sharekhan’s visibility.
  • Successfully persuaded clients to invest in mutual funds and stocks based on my recommendations, contributing to increased assets under management.

Education

MBA - Finance

Bennett University, Greater Noida
05-2025

CGPA 7.93

BBA -

St. John's College, Agra
06.2023

Class XII - ISC

St. Peter's College, Agra
07.2020

Skills

  • Financial accounting
  • Fundamental analysis
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Canva design
  • Power BI
  • Leadership abilities
  • Effective communication
  • Critical thinking and problem-solving
  • Team collaboration
  • Content creation
  • Data reconciliation
  • Market research techniques
  • Client relationship management
  • Investment strategies

Certification

  • Microsoft Word, Coursera
  • Microsoft Advanced Excel, Udemy
  • Microsoft PowerPoint, Coursera
  • Employability Enhancement Program, Xplore Consultancy Services
  • Investment banking job simulation, J.P. Morgan & Co., forage
  • PwC Switzerland Power BI job simulation, Forage
  • Beginner to pro in Excel: Financial modeling and valuation, Udemy

Projects

DCF modeling Mahindra & Mahindra

Forecasted the intrinsic value of the company through

  • Researched and analyzed the future growth rate of the company
  • Determine the discount rate for discounting cash flows
  • Calculated FCFF and terminal value to forecast the value of the firm

Financial statements analysis of HDFC Bank and Axis Bank

  • Preparing a financial statements analysis (balance sheet and profit and loss account)
  • Prepared comparative and common-size financial statements
  • Ratio analysis
  • Trend analysis

Accomplishments

  • Secured second place in the interschool swimming competition
  • Participated in the Commerce Club B-World event
  • Secured first place in the state-level 400-meter sprint

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Location Preference

On-SiteHybridRemote

Salary Range

$45000/yr - $100000/yr

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefits

Timeline

Operations Associate - Indus Valley Partners
02.2025 - Current
Finance Intern - Share Khan Ltd.
06.2024 - 08.2024
Bennett University - MBA, Finance
St. John's College - BBA,
St. Peter's College - Class XII, ISC

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CHIRAYU KAPOORAssociate