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Wealth Management Analyst

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Associate Principal Engineer

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To establish a successful career in the field of financial analyst in an organization where I get the opportunity to learn and showcase my knowledge and technical skills in taking decision making steps.
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Dynamic General Sales Manager with proven success in negotiation, staff training, and goal attainment. Expertise in developing sales strategies that enhance team performance and drive customer engagement.

Experienced Director of Development skilled in strategic planning and achieving record-setting fundraising goals. Exceptional at building trust and cultivating long-term relationships with potential donors. Consistently delivers impressive personal and team results while demonstrating interpersonal respect.

Dynamic SDET with a proven track record at JSW, specializing in automation testing using Selenium and REST Assured. Achieved significant regression coverage while mentoring teams to enhance automation velocity. Adept in CI/CD practices with Jenkins, I excel in delivering high-quality software solutions through collaboration and innovative problem-solving.

Experienced Talent Acquisition Lead devises strategy and recruitment processes to execute sourcing and recruiting campaigns. Finds and screens candidates and develops corporate policy for talent bench-marking, talent assessment and interviewing policies. Develops and leads strategic initiatives to recruit and select high caliber, professional and diverse workforce that identifies with business culture.

Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams. Determined and experienced in mentoring and challenging team members to meet and exceed company goals.

Highly accomplished National Sourcing Head with a successful track record in the scrap and recycling industry. Demonstrated expertise in developing PAN India sourcing networks for end-of-life vehicles and metal. Proven ability to establish strategic partnerships, create efficient teams, and ensure compliance with regulatory authorities. Strong leadership, negotiation, and communication skills.

Motivated Financial Analyst with 3.5+ years of experience across Investment Banking, Private Credit AIF, and Financial Consulting. Proven expertise in financial modeling, valuation, forecasting, and regulatory compliance. Adept in preparing term sheets, pitch decks, and commentary reports. Strong presentation, project management, and analytical skills with a focus on investment analysis and fund operations. Skilled in handling both front-end and back-end investment operations and managing cross-functional teams.

Candidate with internship experience across banking and securities institutions, including corporate banking at Bank of China and wealth management at Changjiang Securities.
Skilled in corporate client documentation review, KYC due diligence support, and wealth management operations, with a solid understanding of risk control and core banking workflows.
Demonstrates strong data handling skills, compliance awareness, and execution capability, with a clear commitment to long-term career development in the banking sector.

Dedicated Cardiac Sonography student pursuing AAS degree at High Desert Medical College with 4.0 GPA. Proficient in cardiovascular anatomy, hemodynamics, and image optimization using Acuson, Philips, and GE ultrasound systems. Strong experience in TTE scanning labs and medical documentation from completed Medical Billing & Coding program. Seeking extern-to-hire opportunity to enhance clinical skills and transition into full-time Echo Tech role.

Utkarsh Sinha

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Wealth Management Analyst Intern

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MBA - Logistics And Supply Chain Management & Finance

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Wealth Management Analyst Intern

MBA - Logistics And Supply Chain Management & Finance

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