Steffi Mathew

• Developing quantitative models in Python to assess risk and forecast returns for investments
• Spearheaded the conceptualization and successful launch of a robo-advisor, directly contributing to an increase in company’s client pool by 56% and $100,000 in revenue boost
• Formulating investment plans for an investment corpus of INR 2 million
• Managing SQL database for the company
• Heading the product and strategy vertical for the robo-advisor

• Conducted in-depth industry research, data-analysis using Python for a deal size of $15 million
• Performed company valuation and conducted risk analytics
• Produced analytics on portfolio risk to facilitate data driven decision making in investment strategies
• Tracked portfolio performance using Tableau and managed the deal flow database

• Formulated data driven go-to market strategies for expansion of the pan India literacy initiative for women
• Conducted research among target audience, understanding the gaps in literacy for data and finance
• The strategies increased the initiative’s reach, growing it from 20 to 8000 individuals
• The strategies facilitated the program’s expansion to schools and colleges in areas with limited access to education

Same as the full-time role

• Leveraged the power of data to device strategies for expansion of the trade digitization initiative
• Addressed corporate challenges by introducing the ‘Import- Export Documentary Collections’ initiative, aiming to digitize trade finance documentation in India
• Established a streamlined payment system for customers resulting in payments arriving 30-60 days faster
• Advised a framework to automate reconciliation of accounts that led to realization of receivables of over $300,000

• Conducted financial data analysis of the company TCS through discounted cash flow model and ratio analysis
• Measured the current fair value for the company stock

• Conducted financial data analysis to evaluate the loan performance of the bank
• Utilized Python and Excel to analyze data on competitors
• Helped assess the standing of its loan business with respect to other industry participants