Priyanka Verma
Bengaluru
Summary
Results-driven finance professional with expertise in investment analysis and derivatives. Demonstrated track record of enhancing productivity, ensuring project accuracy, and timely delivery. Proficient in risk assessment and portfolio management, complemented by strong communication and problem-solving skills. Committed to leveraging financial expertise to support organizational goals, and facilitate sustainable growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Banking Analyst - Intern
FINLATICS
05.2024 - 06.2024
- Evaluated investment proposals and identified 3 high-growth potential startups & strategies
- Evaluated 5 private equity transactions at various stages of seed, growth, and buyout investing.
- Analyzed five M&A transactions within Indian and international markets.
Derivatives Market Analyst - Intern
FINLATICS
04.2024 - 06.2024
- Acquired knowledge of forwards, futures, and options.
- Performed analysis of impact and scenarios in various market conditions including bull, bear, and sideways.
- Evaluated three derivative valuation models including Black-Scholes, binomial tree, and Monte Carlo simulation to support decision-making.
Management Executive
TWORS Corporation
08.2020 - 05.2023
- Managed GST invoicing and billing documentation for 1000+ transactions
- Handled 20+ client portfolios, and streamlined processes.
- Developed & implemented sales strategies, led to 18% annual revenue growth.
- Maintained & strengthened relationships with 50+ high-value clients.
- Led import trade operations, establishing 20+ vendor partnerships.
- Secured Annual Maintenance Contracts (AMCs) worth ₹10+ lakhs, contributing 20% recurring revenue.
- Generated revenue of 50+ lakhs for the firm within four years.
- Expanded services in 15+ sectors, during COVID-19, increasing market share by 22%.
Management Trainee
TWORS Corporation
07.2019 - 07.2020
- Conducted market research and analysis. Prepared reports and presentations.
- Collect, analyze, and interpret data to provide insights and recommendations to management.
Education
MBA - Finance
Symbiosis International University Symbiosis Institute of Business Management
Bangalore03-2025
B.E (Honors) - Electronics & Instrumentation
RGPV GSITS
Indore05-2019
Class XII - PCM
Shri R.K Daga Maheshwari Academy
Indore05-2015
Class X -
Shri R.K Daga Maheshwari Academy
Indore03-2013
Skills
- Data analysis
- Investment strategies
- Client relationship management
- Risk Assessment & Management
- Application of Sterilized Facts
- Problem-solving
- Technical analysis
- Options trading
- Portfolio optimization
Job Simulations
- HSBC Wealth and Personal Banking, 03/25,
* Simulation focused on working with and advising high-net-worth clients, client's key investment objectives, risk appetite, investment restrictions, to recommend investment solutions
- Goldman Sachs - Risk Management, 03/25,
* Simulation involving risk assessment & management for Goldman Sachs' Risk team, individual credit risk analysis using quantified financial data, Applied critical thinking & quantitative analysis, interpreting data to assess financial implications
Certification
- Bloomberg Marketing Concepts, Bloomberg, 2024
- CFI Corporate Finance Foundations Professional Certificate, CFI, 2024
- Financial Modelling and Forecasting Financial Statements, LinkedIn, 2024
- Investment Banking: Financial Analysis and Valuation (Honors), University of Illinois Urbana - Champaign, 2024
- R Programming Fundamentals, Infosys, 2024
- Financial Risk Management, Infosys, 2024
- SEBI Investor Certification, Issued by SEBI & NISM, 2024
- Python Programming Fundamentals, Infosys, 2024
- Power BI: Dashboards, LinkedIn, 2024
- International Finance, Infosys, 2024
- MATLAB, Infosys, 2024
- Tableau Essential Training, LinkedIn, 2024
- Varsity Certified, Zerodha, 2024
- Options Trading & Strategies, Infosys, 2024
- Elliot Waves & Technicals, Infosys, 2024
- Work Smarter with Excel, Microsoft, 2023
Co Curricular Achievements
- Ranked among the Top 3 in B.E (Honors) at GSITS, Indore, 2019
- Merit cum scholarship | Madhya Pradesh Government, 2015
- Student of the Year | Life Insurance Corporation, 2014
- Best Student of the Year | Shri R.K Daga Maheshwari Academy, 2013
Extracurricular Activities
- Semi-Finalist at the Grand Thorton Case Competition, 2025
- Participated in a Product launch event LaunchX at BML Munjal University, 2025
Positions Of Responsibility
Head Girl, Shri R.K Daga Maheshwari Academy, Indore, 2014 - 2015
Timeline
Investment Banking Analyst - Intern
FINLATICS
05.2024 - 06.2024
Derivatives Market Analyst - Intern
FINLATICS
04.2024 - 06.2024
Management Executive
TWORS Corporation
08.2020 - 05.2023
Management Trainee
TWORS Corporation
07.2019 - 07.2020
MBA - Finance
Symbiosis International University Symbiosis Institute of Business Management
B.E (Honors) - Electronics & Instrumentation
RGPV GSITS
Class XII - PCM
Shri R.K Daga Maheshwari Academy
Class X -
Shri R.K Daga Maheshwari Academy
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