Swati Mishra
Kolkata
Summary
Enthusiastic individual eager to contribute to team success through hardwork, attention to detail and excellent organisational skills. Successful investment analyst with an analytical nature and understanding of portfolio management.
Overview
6
6
years of professional experience
12
12
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Portfolio Manager
ICICI Securities
06.2017 - 06.2018
- Developed rebalancing strategies to minimize risk-exposures
- Communicated market developments, portfolio changes and annual performance information to clients
- Developed and presented proposals for new investments
- Recommended investment strategies to meet client financial objectives
- Provided strategy advice to high net worth individuals
SAP Consultant
Wipro Technologies
03.2012 - 05.2015
- Architected SAP solutions by prioritizing simplicity, appropriate scale, resiliency and maintainability
- Solved functional obstacles and worked closely with project team from different streams
- Tested functional compliance of company products
- Coached and supported third party clients
Education
Candidate, Level III
CFA
USA 05.2020 - Current
Financial Risk Manager - Cleared Level II
GARP
05.2020 - 04.2021
PGDM - Finance
05.2015 - 05.2017
B. Tech - undefined
06.2007 - 04.2011
Skills
- Financial Modelling
- MS Office Suite
- Relationship Building and Management
Certification
Investment Banking Workshop, The Wall Street School, 11/01/22, 12/31/22, Performed Company Valuations utilizing Markets Approach (Relative Valuations Trade Comps & Deal Comps) and Income Approach (Future Cashflows- DCF). Built fully integrated financial projection models & worked on Company profiles, Sector analysis, etc.
Timeline
Candidate, Level III
CFA
05.2020 - Current
Financial Risk Manager - Cleared Level II
GARP
05.2020 - 04.2021
Portfolio Manager
ICICI Securities
06.2017 - 06.2018
PGDM - Finance
05.2015 - 05.2017
SAP Consultant
Wipro Technologies
03.2012 - 05.2015
B. Tech - undefined
06.2007 - 04.2011
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