SATYAM KUMAR
New Delhi
Summary
Highly motivated and analytical finance student seeking a challenging role in the field of finance and business analysis. 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
2
2
years of professional experience
1
1
Certification
Work History
Research Analyst
Innovative Financial Management
New Delhi, India
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.
- Leveraged expertise in Tableau and Power BI to address data visualization objectives.
- Researched and analyzed wide-ranging secondary datasets, drawing out meaningful and informed insights.
- Performed detailed audits to identify, investigate and validate errors and skewed data.
- Managed databases and ensured the integrity and confidentiality of sensitive information.
- Conducted in-depth market analysis to support business planning and investment strategies.
Trainee Investment Analyst
Stockhub Financial Services
London
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,uk12.2023
BBA - Finance
Ims Unsion University
Dehradun, India11.2022
GED -
Bhavans Gandhi Vidhyashram
Kodaikanal,TN03-2018
Skills
- Financial modelling
- Financial software
- Financial analysis
- Data analysis
- Business analytics
- Regression analysis
Projects
- An empirical analysis of trading strategies in the Indian stock market: A quantitative study Jul 2023 — Sep 2023
- Analysis of mutual funds in India Feb 2022 — May 2023
Certification
- NISM MUTUAL FUND V A
- NISM RESEARCH ANALYST XV
- FINANCIAL MODELLING & DCF VALUATION
- POWER BI
- TABLEAU
- EQUITY RESEARCH
Software
- A.C.E EQUITY
- A.C.E MF
- POWER BI
- SQL
- TABLEAU
- EXCEL
- THOMPSON REUTERS
Timeline
Research Analyst
Innovative Financial Management
05.2024 - Current
Trainee Investment Analyst
Stockhub Financial Services
07.2023 - 09.2023
Master of Science - Finance And Investment Management
University of Liverpool
BBA - Finance
Ims Unsion University
GED -
Bhavans Gandhi Vidhyashram
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