Preeti Mohta
Summary
A highly motivated finance student with strong communication and teamwork skills,demonstrated through successful internships in financial analysis and market research. Skilled in Excel,financial modeling,and data visualization with a keen interest in Fintech and business strategy.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Market Research Analyst Intern
Segreto Skills Finder Pvt. Ltd.
01.2025 - 06.2025
- - Conducted structured market and competitor research
- - Analyzed and interpreted data to derive actionable business insights
- - Prepared detailed reports and assisted in the development of strategy recommendations
- - Supported the research team in organizing and presenting findings professionally
Research and Development Intern
Enrich Money
07.2024 - 09.2024
- - Worked under the Research and Development department
- - Assisted in financial analysis and investment research
- Contributed to the preparation of market reports and investment insights.
- Collaborated with team members on strategy design and financial analysis.
Finance Intern
PAMS AND ASSOCIATES
01.2024 - 03.2024
Reviewed company balance sheets, income statements, and cash flow reports to identify trends and performance metrics.
Analyzed competitors and industry trends to support internal strategic planning and reporting.
Contributed to financial documentation and report preparation for client meetings.
Education
BACHELOR IN MANAGEMENT STUDIES - International Finance
Jain (Deemed-to-be) University
Bengaluru, India05.2026
Class XII (CBSE) - Commerce
SAI International Residential School
03.2023
Skills
- Power BI
- Excel (Advanced)
- Python (Pandas & NumPy)
- Financial Modeling
- Data Visualization
- SQL (Basic)
- Google Analytics
- Market Research
- Report Writing and Presentation
- Microsoft PowerPoint and Word
- Business Strategy Support
Certification
- - Google Data Analytics – Google
- - Business and Financial Modeling – Wharton, University of Pennsylvania
- - Finance and Quantitative Modeling – Wharton, University of Pennsylvania
- - FinTech Foundations and Applications of Financial Technology – Wharton, University of Pennsylvania
- - Microsoft Power BI Data Analyst (PL-300) – Microsoft
- - Microsoft 365 Fundamentals – Microsoft
- - Python for Data Analysis: Pandas and NumPy – Coursera
- - StockByte Certification – Stock Market Institute
LANGUAGES
English A1
Hindi A1
Marwari B1
OriyaB1
Accomplishments
- - Excellence in Financial Management Award-Magic Book of Record,2025
- Top 5 Finalist – StockByte Competition, Jain University(Out of 200+ participants)2024
- - Participated in NISM Certification Program
- - Member – SCAPS Placement Forum,Jain University
- - Cleared Microsoft PL-300 Power BI Certification
Timeline
Market Research Analyst Intern
Segreto Skills Finder Pvt. Ltd.
01.2025 - 06.2025
Research and Development Intern
Enrich Money
07.2024 - 09.2024
Finance Intern
PAMS AND ASSOCIATES
01.2024 - 03.2024
BACHELOR IN MANAGEMENT STUDIES - International Finance
Jain (Deemed-to-be) University
Class XII (CBSE) - Commerce
SAI International Residential School
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