Shivani Agrawal
Waterloo
Summary
Motivated student eager to apply classroom knowledge to real-world experiences, with a strong willingness to learn and contribute. Effective communicator with a collaborative mindset, ready to bring fresh perspectives and a strong work ethic to any team.
Overview
4
4
years of professional experience
Work History
Investment Intern
SBI General Insurance
Mumbai
03.2024 - 05.2024
- Researched industry news and regulatory developments affecting investments.
- Drafted and reviewed financial documents such as prospectuses, offering memorandums, and subscription agreements.
- Collaborated with internal teams to ensure compliance with applicable regulations.
- Conducted due diligence reviews on prospective investments.
- Generated reports summarizing investment performance metrics.
Teaching Assistant Volunteer
Khushi NGO
Indore
12.2019 - 01.2021
- Tutored students in course material to improve comprehension.
- Facilitated small group discussions between students on topics related to their studies.
- Created interactive learning opportunities such as games or quizzes for students.
Education
Bachelor of Arts - Business And Economics
University of Waterloo
Waterloo, ON08-2026
High School Diploma -
Kasiga School
Dehradun, Uttarakhand 06-2020
Skills
- Company valuations
- Technical Analysis
- Asset Allocation
- Investment strategies
- Industry Analysis
- Qualitative Research
- Data Collection
- Business Needs Analysis
- Database Management
Projects
- Market research on investment portfolios of Insurance companies and Investment rules and regulations for them in India
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
French
Limited
Spanish
Limited
References
References available upon request.
Timeline
Investment Intern
SBI General Insurance
03.2024 - 05.2024
Teaching Assistant Volunteer
Khushi NGO
12.2019 - 01.2021
Bachelor of Arts - Business And Economics
University of Waterloo
High School Diploma -
Kasiga School
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