Headline

2+ years in structured Finance & fixed income| Financial Data Analysis | Credit & Financial analysis| Equity Research| Financial Modelling & Valuation | Capital Markets

About

I am a finance professional with experience in structured finance operations, portfolio support, and financial data management, combined with a strong academic background in investment analysis, valuation, and portfolio management. Professionally, I have worked with bonds, syndicated loans, and structured finance products, maintaining and validating financial data on CDO platforms, processing portfolio-related information, supporting reconciliation activities, and collaborating with internal teams and external vendors to ensure accurate trade feed integration and data quality. I have also gained exposure to fixed-income instruments through Bloomberg-generated reports, updating bond interest payments, paydown schedules, and related portfolio information. Prior to this, I completed a 9-month Finance & Accounts internship at One MobiKwik Systems Pvt. Ltd., where I assisted in financial statement preparation, reporting activities, and various finance and accounting functions, strengthening my understanding of corporate finance and financial reporting. During my MBA in Investment Banking, I developed expertise in corporate finance, financial modelling, valuation, wealth management, investment analysis, and portfolio management. As part of my academic projects, I conducted an equity research analysis on Tata Power, building a three-statement financial model, performing DCF valuation and comparable company analysis, and developing an investment recommendation based on fundamental research. Beyond my professional responsibilities, I actively manage my personal investment portfolio, focusing on mutual funds, asset allocation, and long-term wealth creation. I regularly evaluate equity and debt funds using performance metrics, risk-adjusted return measures, and Excel-based SIP modelling to make informed investment decisions. I am passionate about capital markets, equity research, portfolio analysis, and investment management, and I am continuously expanding my knowledge of financial markets, valuation techniques, and investment strategies. I am always open to connecting with professionals who share an interest in finance, investing, and wealth creation. Skills: Investment Analysis | Equity Research | Financial Modelling & Valuation | Portfolio Analysis | Asset Allocation | Capital Markets | Financial Statement Analysis | Fixed Income | Structured Finance | Advanced Excel | Analytical Thinking

Location

Hyderabad

Work experience

Financial Data Analyst at Nirvana Solutions, Jun 2023 - Aug 2025 · 2 yrs 3 mos, Gurugram, Haryana, India, • Analyzed and maintained structured finance portfolio data, including bonds, liabilities, and loans, within the company’s integrated platform, ensuring accurate valuations and supporting investment decision-making for asset managers and service providers. • Monitored and assessed end-to-end daily transaction flows (ETR) for multiple issuers, identifying discrepancies, mitigating operational risk, and ensuring timely settlement to maintain portfolio integrity. • Investigated and resolved data variances across CDOs, bonds, Liabilities, and loan instruments; leveraged JIRA to track issues and performed cross-system reconciliations to ensure alignment between recorded positions and actual portfolio holdings. • Evaluated deal-level cash flows by reconciling projected versus actual wires to ensure accuracy and support reliable portfolio cash flow reporting. • Analyzed CDO liability structures in line with agent bank instructions, validating paydown schedules via Bloomberg data to ensure correct accruals and portfolio reporting accuracy. • Monitored End-of-Day DDA cash projections for assigned deals and coordinated with agent banks to resolve missing or delayed projections, ensuring readiness for accurate transaction processing and reporting. • Collaborated with Client Service teams and third-party vendors to improve portfolio data integrity, streamline trade feed processes, and enhance client reporting accuracy. • Researched and addressed client queries, providing data-driven solutions to support investment operations and strengthen client relationships.

Analyst at MedTourEasy, Mar 2023 - Mar 2023 · 1 mo, India, •Conducted financial statement analysis and ratio analysis to evaluate the financial health of the company

Investment Banking Virtual Reality Intern at Citi, Oct 2022 - Oct 2022 · 1 mo, India, • Participated in a virtual reality internship to learn about investment banking tasks. • Prepared company profiles and compared financial data with competitors. • Summarizing key findings and communicating insights through email and presentations. • Utilized Microsoft Word, PowerPoint, and Excel for data analysis and presentation.

Finance Intern at ONE MOBIKWIK SYSTEMS PRIVATE LIMITED, Jan 2022 - Oct 2022 · 10 mos, Gurugram, Haryana, India, • Increased efficiency and maximized data analysis capabilities by effectively utilizing advanced Excel skills to analyze complex data and optimize reporting. • Achieved recognition for strong communication skills and attention to detail by providing effective support to senior leadership in communicating financial data and analysis. • Conducted accounts reconciliation & assisted in the preparation of financial statements, resulting in increasing accuracy & reduction in error.

Education

Master of Business Administration - MBA, Finance -(Investment Banking), Lovely Professional University