Parth Gupta
New Delhi
Summary
Strategic finance professional with expertise in wealth management and AI-driven credit process automation. Specialises in financial analysis, investment research, and strategic problem-solving. Certified in Bloomberg and LSEG Workspace, demonstrating proficiency in financial markets and ESG analysis. Utilises finance technology and analytical skills to drive business growth and streamline processes.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Live Project Analyst
Investec India
02.2026 - 04.2026
- AI Strategy & Credit Process Analyst (Live Project) | Investec
Worked with a team to develop strategic AI-driven solutions for automating Investec’s credit processes by analyzing key credit assessment workflows, identifying critical data points, evaluating data sourcing mechanisms, and exploring automation opportunities to improve operational efficiency, decision-making speed, and scalability while reducing manual intervention in credit evaluation procedures.
Summer Intern - Wealth Management
Motilal Oswal Wealth Management Pvt. Ltd.
New Delhi
07.2024 - 08.2024
- Studied financial goal setting, tax and estate planning, and regulatory insights in Indian wealth management.
- Simulated portfolio management using long-term value investing frameworks.
- Compared sectoral and thematic mutual funds; developed selection criteria based on risk-return analysis.
- Researched Indian conglomerates to identify local analogs for diversified investment strategies.
- Conducted in-depth analysis of the Berkshire Hathaway model and Warren Buffett's investment philosophy.
Education
Bachelor of Business Administration - finance
Symbiosis Centre for Management Studies
07-2025
MSc - Finance
University of Southampton
06-2026
Senior Secondary education -
Bal Bharati Public School
New DelhiSkills
- Financial analysis
- Market intelligence
- Data analysis
- Financial modelling
- Project management
- Financial data analytics
- Sustainable finance analysis
LinkedIn Profile
https://www.linkedin.com/in/parth-gupta-6a1482249/
Projects & Achievements
- Community Donation Drive Organizer, Personal Initiative, 2023-01-06, Partnered with Dr. Oetker India Pvt. Ltd. to secure surplus bakery products for underprivileged children. Independently organized the collection and distribution drive; promoted giving culture in local circles.
- First Runners-Up - Economic Crisis Presentation Competition, Symbiosis Centre for Management Studies, 2024-01-01, Presented an analysis of Myanmar's economic collapse due to the military coup. Demonstrated research, presentation, and teamwork skills under competitive academic pressure.
- Participant - Branding, Advertising & PR Workshop & Case Competition, Marketing Club, SCMS Noida, 2024-01-01, Learned from industry experts about brand communication, digital marketing, and PR strategy. Applied marketing theory to real-world case scenarios during competition rounds.
- Live Project - Genesis Pack Assist, Conducting on-ground analysis of packaging processes and identifying inefficiencies to improve operational cost-effectiveness. Developing strategic marketing solutions aimed at reducing cost and boosting sales through optimized packaging communication. Preparing a final presentation for company stakeholders with actionable insights and data-driven recommendations.
Certification
- 8 Finance Essentials Certification Assessment
- LSEG Workspace Certification Assessment
- Bloomberg Market Concepts
- Bloomberg Finance Fundamentals
- Bloomberg Environmental Social Governance
- LSEG Workspace Certification Assessment
Timeline
Live Project Analyst
Investec India
02.2026 - 04.2026
Summer Intern - Wealth Management
Motilal Oswal Wealth Management Pvt. Ltd.
07.2024 - 08.2024
Bachelor of Business Administration - finance
Symbiosis Centre for Management Studies
MSc - Finance
University of Southampton
Senior Secondary education -
Bal Bharati Public School