Karthik Rajagopal
Chennai
Summary
Highly analytical and detail-oriented Financial Analyst with over 1 year of experience in financial services. Currently a CFA Level I Candidate, with a strong foundation in credit operations and financial analysis. Proven ability to research financial information, analyze data and ensure data integrity. Seeking to leverage a proactive and team-oriented approach to contribute to a dynamic Investment Banking team, assisting with complex transactions and financial modeling.
Overview
1
1
year of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Financial Analyst
Bank of New York
Chennai
06.2024 - Current
- Managed and maintained credit activities for a portfolio of 20 clients, ensuring operational efficiency and accuracy.
- Proactively identified and swiftly resolved a significant volume of financial breaks, critically contributing to data integrity.
- Addressed and resolved a wide range of client queries related to credit activities and trade, enhancing client satisfaction and service delivery.
- Provided crucial month-end and quarter-end NAV-related assistance to fund accountants, supporting timely and accurate financial closing processes.
Education
Master of Business Administration - Finance
Amrita Vishwa Vidyapeetham
Banglore 06.2022 - 03.2024
Master of Science - Business Analytics
University At Buffalo
New York, USA 06.2022 - 03.2024
Skills
- Financial Analysis & Valuation: Financial Statement Analysis, Corporate Valuation
- Financial Modeling, Research & Analysis
- Technical Proficiency: Microsoft Office Suite (Advanced Excel, PowerPoint)
- Data Integrity & Management
- Interpersonal: Team Collaboration, Client Communication, Problem-Solving,
- Detail-Oriented
Languages
Malayalam
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Tamil
Intermediate (B1)
B1
Certification
- Financial Modeling: Building Complete DCF Valuation
- CFA Level 1 candidate
Accomplishments
- Awarded "VIP Recognition" by the onshore team for exceptional performance and dedication.
- Secured first prize in the company's AI initiative, "AI Synapsis Challenge," demonstrating an innovative mindset and problem-solving capabilities.
Timeline
Financial Analyst
Bank of New York
06.2024 - Current
Master of Business Administration - Finance
Amrita Vishwa Vidyapeetham
06.2022 - 03.2024
Master of Science - Business Analytics
University At Buffalo
06.2022 - 03.2024