Financial Analyst Intern with less than a year in Financial Analytics & Investment Research
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Assessing your cultural and operational fit
Passionate about financial analytics and investment research, seeking an opportunity to apply data-driven insights in evaluating market trends, portfolio performance, and strategic financial decisions while contributing to organizational growth and innovation.
St. John College of Engineering and Management
MBA · Finance
August 1, 2024 – June 30, 2026
Pratap College
B.Sc. · Statistics
August 1, 2021 – June 30, 2023
R.K. M Vidya Mandir
HSC · Mathematics, Statistics, Physics, Chemistry
June 1, 2019 – May 31, 2020
Kotak Mahindra Bank
Premium Acquisition Manager
January 19, 2026 – Present
India
PD Industrial Enterprises
Finance Intern
January 1, 2023 – March 1, 2023
Boisar, Maharashtra, India
Impact of Seasonal Sales on Revenue and Cash Flow in Automobile Showrooms (Internship Project)
June 24, 2026 – Present
This study examines PD Motors' Suzuki Two-Wheeler sales (2022–2024), identifies key trends with statistical tools, forecasts 2025–2026 sales, and provides data-driven insights to optimize operations, strategies, and competitiveness
Road Accidents in India (Statistical Research)
June 24, 2026 – Present
I analysed national accident data using statistical tools to identify key trends, underlying causes, and high-risk regions, and presented actionable insights aimed at reducing accident rates
Utthan (On-the-Job Training Project)
June 24, 2026 – Present
I collaborated with a team on community development initiatives, contributing data-driven solutions, assisting in project planning, and facilitating effective communication with stakeholders
Financial Literacy Course for Bharat
NISM
January 1, 2025 – Present
Investor Education Advance
NISM
January 1, 2025 – Present
Investor Awareness Test
SEBI
January 1, 2025 – Present
Investor Education Basic
NISM
January 1, 2025 – Present
Listing on Social Stock Exchange
NISM
January 1, 2025 – Present
Online Dispute Resolution (ODR)
NISM
January 1, 2025 – Present
Introduction to Business and Data Analysis
Udemy
January 1, 2024 – Present
Minitab - Predictive Modeling and Time Series Analysis
Udemy
January 1, 2023 – Present
Cultural Fit Analysis
The candidate's diverse academic projects (Road Accidents, Seasonal Sales Impact) and leadership roles as an Event Coordinator indicate a proactive and engaged individual. Their interest in Excel Automation & Dashboarding, Equity Research, and Investment Analysis aligns with a data-driven and analytical culture. The ongoing MBA in Finance and numerous certifications suggest a commitment to continuous learning and professional development, which is a positive cultural indicator. However, the experience is primarily in sales/acquisition rather than pure analytical roles, which might require some adjustment.
Soft Skills & Operational Fit
The candidate demonstrates strong communication and collaboration skills through project work (Utthan, Event Coordinator roles) and client-facing experience. Their ability to manage logistics and facilitate communication with stakeholders suggests good operational fit for team-based analytical roles. The career objective aligns well with the analytical and investment research aspects of a financial analyst role.