Summary
Overview
Work History
Education
Skills
Other professional qualifications
Languages
Projects
Affiliations
Websites
Timeline
Generic
Mahek Jain

Mahek Jain

Borivali west

Summary

Hardworking and enthusiastic student with a strong work ethic and excellent organizational skills. Skilled in both team-based and independent settings, with a positive attitude and passion for learning. Currently a CFA Level 1 candidate, ready to utilize my skills and dedication to add value and achieve impactful results.

Overview

Work History

Intern - Wealth Management and Data Analysis

Munot FOREX and Wealth Private Limited
Mumbai
06.2024 - 07.2024
  • Interacted with clients to understand their needs and provided guidance on selection of appropriate Mutual Funds
  • Analyzed client portfolios using Power Bi and provided valuable insights
  • Automated company data such as payroll and appraisal of employees using advanced Excel
  • Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.

Education

B.Sc.Fin (B) -

Anil Surendra Modi School Of Commerce
01.2026

Class XII - Commerce

Gundecha Education Academy
01.2023

Class X -

Gundecha Education Academy
01.2021

Skills

  • Proficient in the Microsoft Office Suite
  • Excel
  • Word
  • PowerPoint
  • Power Bi
  • Basic knowledge of SQL
  • Basic knowledge of Digital Marketing
  • Fundamental Analysis and Equity Research

Other professional qualifications

  • CFA Level I candidate- Feb2025

Languages

  • English
  • Hindi

Projects

  • Research paper: Comparative Analysis of government Bonds of Emerging vs Developed Economies using VaR Analysis.
  • Project: Impact of FDI on the GDP of USA using EGARCH and ARLD.
  • Project: Created a dashboard to analyze the revenue generation of a superstore.
  • Interview: Interviewed senior VP of JP Morgan, Mr. Vinod Bohra to explain how he manages conflicts in his professional life and how effective conflict resolution contributes to a company's success.

Affiliations

  • Dance
  • Basketball

Timeline

Intern - Wealth Management and Data Analysis

Munot FOREX and Wealth Private Limited
06.2024 - 07.2024

B.Sc.Fin (B) -

Anil Surendra Modi School Of Commerce

Class XII - Commerce

Gundecha Education Academy

Class X -

Gundecha Education Academy

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Mahek Jain