Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
1
1
year of professional experience
Work History
Portfolio Management Trainee
Biophore
Hyderabad
10.2023 - Current
Researched current market trends, industry news, and competitor analysis to inform investment decisions.
Attended regular meetings with senior management discussing current market conditions and proposed changes to portfolios.
Assisted in preparing detailed documents related to investor relations activities such as prospectuses or fund fact sheets.
Evaluated financial performance of portfolio investments and provided data-driven insights to senior management.
Maintained accurate records of all transactions related to portfolio management activities.
Performed due diligence on prospective investments including financial statement analysis and competitive landscape reviews.
Collaborated with team members from different departments such as operations, compliance, legal. on various projects.
Analyzed portfolio performance relative to benchmark indices and other competitors.
Created reports tracking portfolio performance over time to identify any potential issues or opportunities.
Provided support in developing investment strategies by researching new products, asset classes, and markets.
Prepared presentations for internal meetings and external clients outlining portfolio strategy and performance.
Created project status presentations for delivery to customers or project personnel.
Developed reports and presentations summarizing results from research activities.
Research & Development Intern
Ashland India
Hyderabad
06.2023 - 08.2023
Monitored operations and reviewed records and metrics to understand company performance.
Maintained positive working relationship with fellow staff and management.