ACE EQUTY
SATYAM KUMAR
Financial Analyst
New Delhi
Summary
Highly motivated and analytical finance student seeking a challenging role as in the field of finance. Possessing a strong foundation in financial analysis,risk management, investment analysis, portfolio management and financial consulting, with a proven ability to adapt to dynamic environments and contribute to strategic decision-making.
Overview
1
1
year of professional experience
3
3
Certifications
Work History
Relationship Manager
Innovative Financial Management
05.2024 - Current
- Increased assets under management through proactive prospecting and relationship-building with new and existing clients.
- Collaborated with cross-functional teams to develop customized financial solutions tailored to individual client needs.
- Streamlined operational processes for improved efficiency, enabling timely execution of trades and accurate reporting.
Investment Analyst Intern
Stockhub Financial Services
07.2023 - 09.2023
- Supported senior analysts by researching financial markets, analyzing data, and evaluating investment opportunities as an investment analyst intern.
- Engaged in preparing reports, constructing financial models, and contributing to investment strategies, gaining valuable real world experience and developing skills in research, data analysis, and financial modeling
Education
Master of Science - Finance And Investment Management
University of Liverpool
Liverpool,uk 04.2001 -
BBA - Finance
Ims Unsion University
Dehradun, India 04.2001 -
Skills
Financial modelling
Software
ACE MUTUAL FUND
TABLEAU
POWER BI
EXCEL
SQL
Certification
Excel Crash course
Timeline
Excel Crash course
07-2024
Data analytics
07-2024
Financial modelling
07-2024
Relationship Manager
Innovative Financial Management
05.2024 - Current
Investment Analyst Intern
Stockhub Financial Services
07.2023 - 09.2023
Master of Science - Finance And Investment Management
University of Liverpool
04.2001 -
BBA - Finance
Ims Unsion University
04.2001 -
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