VENKAT KAUSHIK JOSYULA
Hyderabad
Summary
Dynamic finance professional with experience at Inevst4EDU, excelling in financial reporting and analysis. Proven ability to identify investment opportunities and enhance client portfolios through advanced data analysis and strong interpersonal skills. Proficient in Excel and scenario modeling, driving impactful decision-making and stakeholder engagement.
Overview
1
1
Certification
Work History
Financial Wealth Management Intern
Inevst4EDU
05.2025 - 07.2025
- Conducted market research to identify investment opportunities for clients.
- Collaborated with team leads to analyze asset allocation, expense trends, and risk exposure.
- Assisted in managing client portfolios through research and analysis.
Finance and Stock Market Intern
Grow More
04.2025 - 05.2025
- Executed tasks related to tax-saving strategies and personalized investment policy statements.
- Developed presentations using company guidelines to communicate findings effectively.
Education
PGDM - Banking & Financial Services
Institute of Public Enterprise
Hyderabad, Telangana04-2026
B. Com - Computer Applications
CMS Degree College
Osmania University01.2024
Skills
- Financial reporting and analysis
- Balance sheet control and variance analysis
- Advanced Excel skills
- Tableau, SQL, and Python basics
- Analytical and interpersonal skills
- Scenario modeling and forecasting
- Data analysis and interpretation
- Leadership reporting and stakeholder management
- SAP S/4HANA & Analysis for Office
Certification
- SAP S/4HANA Financial Accounting (FI) Certification
- Financial Planning & Analysis - (Corporate Financial Institution)
- MS Excel Advanced - Coursera
Hobbies and Interests
- Equity and capital market research
- Reading Finance & Business Journals
- Team sports (cricket, badminton)
Timeline
Financial Wealth Management Intern
Inevst4EDU
05.2025 - 07.2025
Finance and Stock Market Intern
Grow More
04.2025 - 05.2025
PGDM - Banking & Financial Services
Institute of Public Enterprise
B. Com - Computer Applications
CMS Degree College
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