Summary
Overview
Work History
Education
Skills
Websites
Position Of Responsibilities
Hobbies and Interests
Timeline
Generic

SHEFALI MANGAL

Summary

Versatile finance professional with an MBA in Finance working as a Management Trainee at ICICI Prudential Asset Management Company. Proven track record in providing tailored financial advice to clients, leveraging strong analytical skills to assess risk levels and recommend optimal mutual fund investments. Diligently administer deals in alternative investments and portfolio management services, ensuring adherence to due diligence standards and safeguarding clients' assets. Actively working towards attaining the esteemed CFA designation to further augment expertise. Eager to transition into a challenging role in private equity or alternative investments, where I can leverage my diverse skill set and passion for investment analysis to drive value and generate superior returns for clients and stakeholders.

Overview

5
5
years of professional experience

Work History

Management Trainee

ICICI Prudential AMC Ltd
05.2023 - Current
  • Experience in dealing with Mutual Funds, PMS & AIF asset classes and executing the deals at client level
  • Administration of client portfolios and realigning according to their necessities and risk tolerance
  • Determining acceptable risk levels for clients based on time horizon, taxes, liquidity and market movements
  • Staying informed about industry regulations, privacy policies and ensuring compliance with relevant laws and regulations in all activities.

Summer Intern

RailTel Corporation of India Ltd (RCIL)
05.2022 - 06.2022
  • Interned with the finance team within the RailWire project.
  • Primarily focused on verifying payments from subscribers, a process that involved manual tasks, prompting the exploration of AI solutions to streamline operations.
  • Conducted a comprehensive customer experience survey to identify pain points encountered by customers and Access Network Providers (ANPs), subsequently deriving actionable solutions.

Summer Intern

Nuclear Fuel Complex (NFC)
05.2019 - 06.2019
  • Spearheaded the project titled "Analyzing and Plotting Hydrogen Concentration using Arduino UNO and Raspberry Pi3".
  • Developed a Python code and Arduino interface to accurately measure and monitor hydrogen concentration levels within a given space.
  • Implemented the system to ensure precise control and maintenance of optimal hydrogen levels essential for manufacturing fuel bundles and associated chemical processes.

Education

MBA in Finance -

Symbiosis Institute of Business Management
Hyderabad, India
04.2023

B. Tech in Instrumentation and Control Engineering -

Manipal Institute of Technology
Manipal, Karnataka
07.2020

Skills

  • Morningstar (Portfolio Management)
  • MS Excel
  • MS Office
  • Probe 42
  • Financial Modelling
  • Financial Analysis
  • Due diligence
  • Deal negotiation
  • Valuation

Websites

Position Of Responsibilities

  • Core Member of Finance Club, SIBM H |2021-2023
  • Member of Volunteer Service Organization (VSO) Manipal |2018-2020

Hobbies and Interests

  • Music
  • Art
  • Reading
  • Investment Research

Timeline

Management Trainee

ICICI Prudential AMC Ltd
05.2023 - Current

Summer Intern

RailTel Corporation of India Ltd (RCIL)
05.2022 - 06.2022

Summer Intern

Nuclear Fuel Complex (NFC)
05.2019 - 06.2019

MBA in Finance -

Symbiosis Institute of Business Management

B. Tech in Instrumentation and Control Engineering -

Manipal Institute of Technology

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SHEFALI MANGAL