Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Simarpreet Kaur

Simarpreet Kaur

Financial Associate
Delhi

Summary

A result-driven and team-oriented financial professional excelling in financial analysis and risk monitoring, looking for an opportunity to incorporate my expertise in portfolio surveillance. Skilled in Microsoft Excel and problem-solving, with a strong track record of delivering actionable insights and supporting strategic decision-making.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Associate

Oxane Partners
05.2023 - Current
  • Onboarding client's investment portfolio by reviewing and interpreting legal agreements, understanding servicer or trustee reporting.
  • Evaluated portfolio performance and risk exposure to support client investment success.
  • Providing portfolio surveillance and reporting services to global institutional investors investing in loan portfolios, asset backed financing and securitization transactions.
  • Calculating and monitoring metrics such as covenants, concentration limits, and eligibility criteria.
  • Working with the Business Analyst and
    Implementation team to ensure the data and logic on proprietary platforms are accurate
  • Mentoring and guiding team members to improve their overall learning curve.

Intern

Ken Research
05.2022 - 07.2022
  • Worked on all aspects of research planning, build excel model that maps Indonesia's D2C online retail market to forecast its market segmentation, GMV, and CAGR.
  • Build Power BI model and PowerPoint deck to develop market insights such as identifying key growth drivers, the effect of pandemic on D2C market sales and revenue, and potential risk.

Intern

Kotak Securities
06.2018 - 08.2018
  • Identified investment opportunities for our clients using capital budgeting techniques to calculate Net Present Value and Discounted Pay Back Period.

Education

PGDM - Research And Business Analytics

Lal Bahadur Shastri Institute Of Management
Delhi, India
04.2001 -

B.Com (Hons) - Finance And Accounting

SGGSCC, Delhi University
Delhi, India
04.2001 -

XII | CBSE - Commerce

Presentation Convent Ser. Sec. School
Delhi, India
04.2001 -

X | CBSE -

Presentation Convent Ser. Sec. School
Delhi, India
04.2001 -

Skills

Securitization

Structured Finance

Reporting and Analysis

Microsoft Excel

Private Credit

Corporate Debt

Certification

CFA, Level 1

Timeline

CFA, Level 1

07-2024

Associate

Oxane Partners
05.2023 - Current

Intern

Ken Research
05.2022 - 07.2022

Intern

Kotak Securities
06.2018 - 08.2018

PGDM - Research And Business Analytics

Lal Bahadur Shastri Institute Of Management
04.2001 -

B.Com (Hons) - Finance And Accounting

SGGSCC, Delhi University
04.2001 -

XII | CBSE - Commerce

Presentation Convent Ser. Sec. School
04.2001 -

X | CBSE -

Presentation Convent Ser. Sec. School
04.2001 -
Simarpreet KaurFinancial Associate