Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Hobbies and Interests
Languages
Personal Information
Projects
Timeline
Generic
Shubhodeep Banerjee

Shubhodeep Banerjee

Kolkata

Summary

Dynamic professional with expertise in global finance, analytics, and term insurance basics. Skilled in financial analysis, data interpretation, and business reporting, with proficiency in tools like MS Excel, Power BI, and Python. Strong understanding of annuity products and their role in financial planning, alongside experience in conducting workshops and events to enhance leadership and teamwork skills. Adept at leveraging insurance knowledge for policy evaluation and strategic decision-making, delivering value-added consulting solutions in fast-paced environments. we will be learning SQL in the next semester

Overview

1
1
year of professional experience

Work History

LiFE Workshop Participant

Christ University
Pune
09.2023 - 02.2025
  • LiFE (literacy in financial education) is a workshop where we go to different schools and junior colleges across various states and teach students about financial literacy
  • This workshop helped me a lot in gaining a leadership skill
  • And also helped me to enhance my knowledge in financial literacy

Summer Intern

Adams & co
Kolkata
06.2024 - 07.2024
  • Learnt analyzing annual reports of companies and created reports on it using methodologies like Du pont analysis, ratio analysis

Ecomania Event Organizer

Christ University
Pune
10.2023
  • We went to Christ college pune and had an event Ecomania organized by us where different fun filled activities were conducted related to economics and finance
  • Conducting an event, managing 400-500 students was something that helped me gain management skills and leadership skills as well

Education

MSC GLOBAL FINANCE & ANALYTICS -

CHRIST UNIVERSITY
PUNE LAVASA
07.2025

B.COM( HONOURS) - accounting and finance

CALCUTTA UNIVERSITY
Kolkata
08.2023

Commerce -

DELHI PUBLIC SCHOOL MEGACITY
Kolkata
05.2020

Skills

  • Communication
  • Ability to Work in a Team
  • Ability to Work Under Pressure
  • Fast Learner
  • Microsoft Excel
  • Financial Reporting
  • Communication Skills
  • Tally prime
  • Tableau
  • Power bi
  • Detail oriented
  • MS Excel
  • Python for finance
  • Spss
  • Data analytics
  • Presentation skills
  • Research
  • Annuities
  • Compound interest

Extracurricular Activities

LiFE, Christ University, Pune, 09/01/23, 02/01/25, LiFE (Literacy in Financial Education) is a workshop where we go to different schools and junior colleges across various states and teach students about financial literacy. This workshop helped me a lot in gaining leadership skills and also enhanced my knowledge in financial literacy. Ecomania, Christ University, Pune, 10/01/23, 10/01/23, We went to Christ College Pune and had an event Ecomania organized by us where different fun-filled activities were conducted related to economics and finance. Conducting an event and managing 400-500 students helped me gain management and leadership skills.

Hobbies and Interests

  • Playing chess
  • Gym
  • Listening to songs
  • Travelling

Languages

  • English
  • Hindi
  • Bengali

Personal Information

  • Title: Financial and research analyst
  • Date of Birth: 07/05/01
  • Nationality: Indian

Projects

  • Risk analysis of a company- Used Jones model using discretionary accruals to find out weather a company is using earnings management and upto what extent
  • Insurance comparison - According to the details and the risk tolerance of an individual we had to search and find a perfectly suited insurance for the individual keeping in mind all the other factors like health issues, comorbidity etc.
  • Du pont Analysis - We had to analyze companies annual reports using the methodology of DU Pont analysis and create reports on the same using data visualizations tools like tableau, power bi .

Timeline

Summer Intern

Adams & co
06.2024 - 07.2024

Ecomania Event Organizer

Christ University
10.2023

LiFE Workshop Participant

Christ University
09.2023 - 02.2025

MSC GLOBAL FINANCE & ANALYTICS -

CHRIST UNIVERSITY

B.COM( HONOURS) - accounting and finance

CALCUTTA UNIVERSITY

Commerce -

DELHI PUBLIC SCHOOL MEGACITY
Shubhodeep Banerjee