---
title: "Aquita Lobo - Finance Intern in Belgaum | Tal"
description: "Meet Aquita Lobo, Explorer | An enthusiast to achieve something based in Belgaum."
image: "https://tal.club/meet/aquita/share-image"
---

# Aquita Lobo on Tal

## Headline

Explorer \| An enthusiast to achieve something

## About

An aspiration to connect with ideas , knowledge and Learning with sustainability\.

## Location

Belgaum

## Work experience

Finance Intern at NJ E\-Wealth, Dec 2025 \- Mar 2026 · 4 mos, Belgaum, Karnataka, India, Architected advanced Excel financial models utilizing Time Value of Money \(TVM\) and Systematic Investment Plans \(SIP\) to simulate 15\+ complex growth scenarios, optimizing asset allocation strategies for retail investor portfolios\. Executed rigorous variance analysis on portfolio performance across diverse asset classes, synthesizing financial data into interactive client reporting dashboards for senior management review\. Streamlined client onboarding and account lifecycle events by reconciling 50\+ data points, employing data\-validation techniques to ensure strict adherence to regulatory compliance and internal risk frameworks\. Evaluated risk\-return metrics of customized investment products by mapping structured data to individual investor profiles, supporting the delivery of tailored, risk\-adjusted wealth management solutions DATA & FINANCE PROJECTS Portfolio Construction & Behavioral Data Analysis \| Academic Project Applied machine learning techniques, including K\-means clustering and linear regression via R, to segment investor risk profiles and quantify the impact of behavioral biases on long\-term portfolio yields\. Analyzed direct indexing and diversification strategies using complex risk\-return metrics, delivering data\-backed asset allocation recommendations tailored to varying macroeconomic market conditions\. Financial Modeling & Business Valuation \| Academic Project Developed a comprehensive Discounted Cash Flow \(DCF\) model and calculated Weighted Average Cost of Capital \(WACC\) to evaluate the structural financial viability of a target commercial enterprise\. Synthesized complex quantitative financial projections into a 7\-slide executive PowerPoint presentation, effectively educating stakeholders on profitability metrics, funding requirements, and key risk factors\.

Travel Consultant at Saish tours and travels, Oct 2023 \- Apr 2024 · 7 mos, India, Managed end\-to\-end operational reporting and client documentation, processing 45\+ requests monthly while maintaining meticulous data integrity in a fast\-paced, high\-volume environment\. Spearheaded root\-cause analysis to resolve operational breaks, partnering with cross\-functional stakeholders to reduce processing delay\. Optimized internal reporting workflows by redesigning data collection processes and improving the efficiency of cross\-departmental communications\.

Finance Internship at Bemco Hydralics;Belgaum;Karnataka;India\., Apr 2021 \- May 2021 · 2 mos, Belgaum, Karnataka, India

## Education

Master of Business Administration \- MBA, Business Administration and Management, General, Agnel Institute of Technology and Design

Bachelor of Business Administration \- BBA, DMS Mandal college of business administration

[View the original profile](https://tal.club/meet/aquita)

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