Siya Arora
Bengaluru,KA
Summary
Offering solid foundation in analytical thinking and client-focused problem-solving, ready to learn and grow in consulting environment. Brings ability to quickly grasp new concepts and apply data analysis and project management skills. Ready to use and develop critical thinking and strategic planning skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Consultant I
Zinnov
Bengaluru, KA
07.2023 - Current
- Collaborated with the strategy team to provide CSR advisory services to multiple clients to tailor strategies for allocating funds
- Conducted in-depth research and visualization to draw insights of the corporate social responsibility trends and worked closely with the Zinnov Foundation team to further their research initiative
Summer Intern (Client Relation and Risk Analysis)
ICICI Prudential Mutual Fund AMC
Indore, MP
05.2024 - 06.2024
- Performed in-depth risk evaluations on multiple asset classes by utilizing Morningstar for data analysis and visualization and MS Excel for modelling for over 150 HNI clients across 4 different cities
- Conducted thorough risk profiling for mutual fund clients by determining market data and client financial information to suggest products for various risk appetites to tailor investment strategies
- Collaborated with client relationship managers to evaluate market trends, benchmark the performance of various mutual funds, resulting in 10% boost in actionable investment recommendations for clients
Accounting and Finance Intern
Kasiwal Honda
Indore, MP
05.2023 - 06.2023
- Prepared detailed financial reports by utilizing Tally for data entry and delivered insights through PowerPoint presentations about daily transactions and inflows, enhancing accuracy in financial entries
- Collaborated with the finance department for reviewing data trends, quarterly growth of the business and resource allocation using MS Excel , to provide insights on cost optimisation
- Reviewed and monitored monthly inventory and financial records with the finance team by monitoring inventory levels against two-wheeler sales
Education
B.Sc. - Economics and Finance, Entrepreneurship Minor
Ashoka University
Sonipat, Haryana01.2025
BA - Economics and Commerce
St. Xavier's College
Mumbai, Maharashtra07.2023
High School Diploma - Class XII
The Daly College
Indore, Madhya Pradesh03.2022
Skills
- Data Analytics
- Market Research
- Tableau
- KNIME
- MS Excel
- Morningstar
- Prompt Engineering
- Portfolio Management
Certification
- National Institute of Securities Markets (NISM) Series V-A Mutual Fund Distributors Certification
POSITIONS HELD
- Core Member | Ashoka Business Club | Ashoka University
- Member | Neev, Community Engagement Club | Ashoka University
- House Captain | The Daly College
- Co Editor-in-Chief of Daly Prophet | The Daly College, Indore
- Student Volunteer | Angel Xpress
Timeline
Summer Intern (Client Relation and Risk Analysis)
ICICI Prudential Mutual Fund AMC
05.2024 - 06.2024
Consultant I
Zinnov
07.2023 - Current
Accounting and Finance Intern
Kasiwal Honda
05.2023 - 06.2023
BA - Economics and Commerce
St. Xavier's College
High School Diploma - Class XII
The Daly College
B.Sc. - Economics and Finance, Entrepreneurship Minor
Ashoka University