Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Websites
Timeline
Generic

SHRUTI SOMANI

Pune

Summary

Passionate and results - driven professional seeking an exciting opportunity to make a significant impact within a dynamic and innovative company. With a proven track record of success in finance industry, I aim to leverage my expertise and dedication to drive strategic growth and exceed organizational goals. Eager to join a collaborative team, where initiative and continuous learning are encouraged, to further develop my abilities and contribute to the continued success of the company.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Investor Relations Specialist

ROPTIA
London
05.2024 - Current
  • Developed financial models and presentations for investor relations events.
  • Assisted with developing strategies for investor outreach programs.
  • Responded to inquiries from institutional shareholders regarding company performance and strategy.
  • Reached out to investors on behalf of my company for fund-raising. Connecting with investors on daily basis and explaining them the business model.

Investment Analyst

Marquee Equity
Delhi
06.2022 - 08.2023
  • Played multi -faceted role wherein communicated with clients (General Partners that are VC's, PE's, Hedge Fund Managers, Investment Management firms) to run capital raising activities for them by interacting with Limited Partners ( HNIs, Family Offices and Institutional Investors )
  • Promoted to the post of Investment Analyst from the post of Operations Analyst within 3 months of joining due to good communication skills and ability to manage client campaigns and understanding fund - raising activities well.
  • Conducted lead generation for customer acquisition. Enhanced the delivery of lead generation by strategically expanding outreach efforts to 20 new accounts. This expansion resulted in significant boost in customer acquisition and overall profitability. Notably, the creation of these new accounts contributed to an approximate 10% increase in the conversion rate from leads to clients.
  • Elevated the response rate from investors for one of my clients from 3% to directly 8% by meticulously curating a sanitized list of Family Offices and High Net Worth Individuals based out USA.

Investment Counselor

Purnartha Investment Advisors
Pune
06.2021 - 05.2022
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
  • Researched companies and prepared presentations for management and clients.
  • Performed equity research as a sell - side analyst.
  • Understood business drivers and identified investment opportunities.

Investment Counselor Intern

Purnartha Investment Advisors
Pune
03.2021 - 05.2021
  • Built financial and valuation models.
  • Conducted scenario analysis based on microeconomic and macroeconomic factors to analyze business risk.
  • Evaluated companies using various valuation techniques like DCF, Asset-based valuation, comparable analysis, etc.
  • Conducted in-depth research on various sectors and analyze the financial statements of various companies.
  • I was hired as an full - time Investment Counselor within just 3 months of my internship because of strong analytical and communication skills.

Education

Master of Science - Investment And Finance

Queens Mary University
London
09.2024

Bachelor of Science - Economics

School of Economics, MIT - WPU
Pune
06.2021

Higher Secondary Certificate (12th Grade) - Commerce

Vivekanand College
Kolhapur
06.2018

Skills

  • Securities Valuation / Investment Opportunity Identification
  • Financial Modeling
  • Report Preparation and Presentation
  • Market Evaluation
  • Advanced Microsoft Excel
  • Investor Relations
  • Portfolio Management
  • Investment strategies

Affiliations

  • Served as the President of Investor's club at School of Economics, MIT WPU for 1.6 years. During the tenure, conducted various seminars, workshops and competitions related to stock market investing.

Certification

  • JP Morgan Chase - Investment Banking. ( Conducted various tasks like creating a one page summary, building financial model, reviewing pitch deck.)
  • Financial Modelling and Valuation from Fintree, Pune.
  • Pursuing 'Bloomberg Market Concepts' mainly discovering fundamentals of how economic indicators are published and analyzed and operating Bloomberg terminal.
  • CFA level 1 candidate.
  • Corporate Finance from IIM Bangalore via Edx.

Websites

Timeline

Investor Relations Specialist

ROPTIA
05.2024 - Current

Investment Analyst

Marquee Equity
06.2022 - 08.2023

Investment Counselor

Purnartha Investment Advisors
06.2021 - 05.2022

Investment Counselor Intern

Purnartha Investment Advisors
03.2021 - 05.2021

Master of Science - Investment And Finance

Queens Mary University

Bachelor of Science - Economics

School of Economics, MIT - WPU

Higher Secondary Certificate (12th Grade) - Commerce

Vivekanand College

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SHRUTI SOMANI