Meenal Joshi
Pithoragarh
Summary
Dynamic professional with strong organizational and communication skills developed in collaborative, fast-paced environments. Proven ability to manage multiple tasks, consistently meet deadlines, and contribute effectively to team objectives. Eager to leverage transferable skills in a new field, driving success and innovation across diverse professional settings. Committed to continuous growth and adaptation to new challenges while delivering exceptional results.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Intern
CITI BANK (VIRTUAL EXPERIENCE)
- 05.2025
- Acted as a buy side analyst for a hypothetical client, Big Box Retail, who was looking to acquire a small retail company.
- Created a company profile for the target.
- Drafted a comparative company analysis.
- Synthesized an investor update into an internal summary report.
Financial Analyst
NORTHERN TRUST OPERATING SERVICES
11.2023 - 05.2024
- Provided daily status updates on progress of exceptions to the team with regard to daily workflow.
- Managed a high volume of daily task (NAV reports, Unit dealings, fees, Payments Daily stock lending, etc.)
- Fund Accounting and Transfer Agency Oversight.
- Oversight of subscription Redemption on daily basis.
- Processed and reconciled a large volume of checks.
- Collaborated with cross-functional teams to resolve complex issues
Consumer Banking Intern
COSMOS CO-OPERATIVE BANK
12.2022 - 01.2023
- Assisted in overall Banking process.
- Created report on types of loan, FDs and KYC.
- Oversee market research to identify emerging trends, customer needs, and competitor strategies.
- Writing a brief report on potential loan and investment advice.
Education
B.COM - Banking and Finance
Brihan Maharashtra College Commerce
01.2023
Class XII - CBSE
Kendriya Vidyalaya D.I.A.T Girinagar
01.2020
Class X - CBSE
Mallikarjun Public School
01.2018
Skills
- Analytical data skills
- Financial analysis
- Financial Markets
- NAV Calculation
- Regulatory compliance
- Corporate Action
Certification
- Certificate course on “Investment Banking”– CITI BANK
- Power BI– Skill UP
- MS Excel &Financial Calculation – Elearn Market
- Certificate course on “Financial Markets” – Great Learning
- Certificate course on Soft Skills- BMCC
Timeline
Financial Analyst
NORTHERN TRUST OPERATING SERVICES
11.2023 - 05.2024
Consumer Banking Intern
COSMOS CO-OPERATIVE BANK
12.2022 - 01.2023
Intern
CITI BANK (VIRTUAL EXPERIENCE)
- 05.2025
Class XII - CBSE
Kendriya Vidyalaya D.I.A.T Girinagar
Class X - CBSE
Mallikarjun Public School
B.COM - Banking and Finance
Brihan Maharashtra College Commerce