Priyanshu Purohit

Finished college and actively engaged in CFA Level 1 studies.

• Coordinated with financial advisors to develop long-term investment strategies.
• Simplified complex financial data into easily understandable formats, enabling effective communication with non-finance stakeholders.
• Provided valuable insights into cost-saving measures through rigorous expense analysis, leading to improved profitability.
• Generated comprehensive reports on portfolio performance and risk assessment.
• Assisted in the implementation of new financial systems and software, ensuring a smooth transition with minimal disruption to existing processes.

• Streamlined financial analysis processes for increased efficiency and accuracy in forecasting.
• Collaborated with cross-functional teams to evaluate potential business opportunities and assess financial viability.
• Enhanced risk management practices by conducting rigorous stress-testing on existing financial models and assumptions.
• Contributed to successful mergers and acquisitions activities through diligent evaluation of target companies'' financial health and valuation metrics.