Summary
Overview
Work History
Education
Skills
Websites
Certification
Disclaimer
Technical skills
Timeline
Generic
Rupali Asware

Rupali Asware

Mumbai

Summary

Recent MBA graduate with a specialization in Finance and a solid foundation in financial analysis, budgeting, and forecasting, Derivatives and capital market, Tax analysis etc. Hands-on experience in conducting market research and analyzing investment opportunities during internships. Proficient in financial modeling and utilizing financial software. Strong analytical skills combined with a keen eye for detail and a dedication to accuracy. Seeking an entry-level position in finance to leverage academic knowledge and internship experience for mutual growth and success.

Overview

2
2
years of professional experience
1
1
Certification

Work History

MMRC
09.2023 - 11.2023
  • A proper framework of funding details in the Mumbai metro
  • Finding out overall funds required for completion of package 5 and package 6 project in Mumbai Metro
  • A detailed study on the project costing and from where the funding is done

RESEARCH ANALYST

MOTILAL OSWAL
05.2023 - 07.2023
  • Mastered knowledge of diverse financial products and communicated their features persuasively
  • Completed comprehensive training in Portfolio Management, Equity Research, and Derivatives
  • Conducted thorough Equity Research, fundamental analysis and technical analysis, providing valuable market insights
  • Collaborated seamlessly with the team and quickly adapted to new challenges and responsibilities
  • Equity research of banking sector and to find out opportunities of investment in these sector

KYC ANALYST

DJ Media print & Logistics Ltd.
08.2021 - 06.2022
  • Conduct KYC reviews and risk assessments for new and existing clients
  • Collect and verify customer identification and documentation
  • Analyse and assess customer data to identify potential risks
  • Maintain up-to-date knowledge of regulatory requirements and industry best practices
  • Collaborate with various teams to ensure effective KYC processes
  • Prepare detailed reports on KYC findings and risk levels
  • Escalate high-risk cases to senior management or compliance teams
  • Monitor changes in customer profiles and update KYC records as necessary
  • Participate in audits and compliance reviews related to KYC processes

Education

MBA - FINANCE

A C PATIL COLLEGE OF ENGG & MANAGEMENT
01.2024

BSC - COMPUTER SCIENCE

MGM COLLEGE OF CS AND INFORMATION TECHNOLOGY
01.2020

Skills

  • Financial analyst
  • Financial modeling
  • Derivative and capital markets
  • Equity analyst
  • Portfolio management
  • Project management
  • Investment banking
  • Strategic management
  • Index analyst
  • Research analyst
  • Capital market
  • Tax Analyst
  • Merger and acquisition analyst

Certification

  • Accounting and Financial statement analysis - 365 financial analyst
  • Corporate finance - 365 financial analyst
  • Derivatives - 365 financial analyst
  • Introduction of equity securities - 365 financial analyst
  • Investment Banking - JOBAAJ Learning
  • Financial Modelling - Jobaaj learning and Udemy
  • Chat GPT - GUVI Learning
  • Data Analytics With Specialization In excel dashboard - WS Cube Tech

Disclaimer

I certify that the information provided in this resume is true and accurate to the best knowledge.

Technical skills

  • MS Office
  • MS Excel
  • Microsoft Power BI
  • AI Tools
  • Tally

Timeline

MMRC
09.2023 - 11.2023

RESEARCH ANALYST

MOTILAL OSWAL
05.2023 - 07.2023

KYC ANALYST

DJ Media print & Logistics Ltd.
08.2021 - 06.2022

MBA - FINANCE

A C PATIL COLLEGE OF ENGG & MANAGEMENT

BSC - COMPUTER SCIENCE

MGM COLLEGE OF CS AND INFORMATION TECHNOLOGY
Rupali Asware