Nehal Adhya Lodha
Bengaluru
Overview
6
6
years of professional experience
Work History
PROJECT ASSOCIATE
GALAXY SYNERGIES PVT LTD
Raipur
05.2023 - 07.2024
- Currently managing project coordination for Tata's Phase 3 Optical Fiber Cable initiative, for seamless collaboration between departments to ensure project success
- Creating financial models to assess investment opportunities, and evaluate project feasibility, supporting strategic planning and investment decision processes at Galaxy Synergy
- Analysis of financial data, including revenue streams, expenses, and profit margins, to identify trends and patterns in the Phase 3 project.
FINANCIAL ANALYST
NORTHWESTERN MUTUALS
Boston
07.2023 - 12.2023
- Leading comprehensive investment analyses, evaluating potential opportunities, and providing recommendations to optimize the organization's investment portfolio
- Proactively monitoring market trends and economic indicators, ensuring the portfolio remains resilient in dynamic financial environments.
SALES ASSOCIATE
EXCELSIOR
Bengaluru
12.2021 - 03.2022
- Created and Managed Sales Target - includes conducting market research, identifying business opportunities, managing email campaigns, generating sales leads
- Developed Sales Strategy- with day-to-day communication with clients and creating strategies
- Engaged with customers to effectively build rapport and lasting relationships.
AUDIT & ASSURANCE ASSOCIATE
DESH PANDE MALU & CO.
Raipur
04.2020 - 11.2021
- Managed Internal Audit of firms like Shri Bajrang Alliance Limited for IPO
- Drafted financial statements for companies in various sectors like Steel, Education, NGO's, Jewelers
- Created GST reports
- Controlled costs to keep business operating within budget and increase profits
- Planned and budgeted accurately to provide business with resources needed to operate smoothly.
RESEARCH ANALYST
MOTILAL OSWAL WEALTH MANAGEMENT LTD
Mumbai
04.2018 - 06.2018
- Built Dossier on Alternative Strategies Analyzing Alternative Investment Funds (AIF) available to individuals with high net-worth and Ultra High Net Worth Individuals for their future investments
- Researched on products like Alternative Investment Funds, Real Estate, Venture Capital, Private Capital, and Hedge Funds.
- Assisted in the preparation of presentations, data tables, and other documents, and conducted investor meetings.
- Developed financial models to assess potential investments and identify potential risks.
Education
Investment Analysis and Portfolio Management -
Boston University
Boston, USAMasters in Entrepreneurial Leadership -
Babson College
USABBA (Finance Specialization) -
Christ University
BangaloreSkills
- MS - Excel
- Power BI
- SPSS
- Tally
- Financial Modelling
- Screenerai
Leadership Experience
LEADING ENTREPRENEURIAL ACTION PROJECT, Food Tag, Food Tag startup focused on providing restaurants with effective and sustainable solutions to reduce waste generated due to poor inventory management by offering restaurants with centralized inventory and live tracking of their ingredients.
Skillsets
- MS - Excel
- Power BI
- SPSS
- Tally
- Financial Modelling
Research
- GEE Project, Babson College, South Africa, Jan'23 - Examined more than 10 Start-ups including companies like Stitch Money, WLS, ReBound, MellowVans, ivoryPay etc.
- LINK Project, Babson College, USA, Sep'23 - Dec '23 - Examined the indoor farming industry's evolution, major players, growth rate, and policies. Conducted holistic comparative study among Aerofarms, Brightfarms, and Plenty.
- ENTREPRENEURSHIP DEVELOPMENT PROJECT G&T (GIVE & TAKE), Bengaluru, Dec '18 - Dec '19 - The app helps give back - without spending a dime. Make an impact in the community. Simply by carrying phone and doing good around yourself like picking garbage, taking public transport, cycling, reading to the poor, etc.
Positions Of Responsibility
- Leading Audits, Deshpande Malu & Co. CHARTED ACCOUNTANTS, Raipur, 2021
- Organizing Committee, Christ University, 2017-2020
- Fundraiser, Bharat Mata foundation project to increase crowdfunding, 2019
- Head, Organizing Committee, Commerce Fest, Holy Cross Senior Secondary School, 2017
Timeline
FINANCIAL ANALYST
NORTHWESTERN MUTUALS
07.2023 - 12.2023
PROJECT ASSOCIATE
GALAXY SYNERGIES PVT LTD
05.2023 - 07.2024
SALES ASSOCIATE
EXCELSIOR
12.2021 - 03.2022
AUDIT & ASSURANCE ASSOCIATE
DESH PANDE MALU & CO.
04.2020 - 11.2021
RESEARCH ANALYST
MOTILAL OSWAL WEALTH MANAGEMENT LTD
04.2018 - 06.2018
Investment Analysis and Portfolio Management -
Boston University
Masters in Entrepreneurial Leadership -
Babson College
BBA (Finance Specialization) -
Christ University
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