Financial Analyst Intern with 2+ years in wealth management, customer support, and financial data an
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
MBA Finance candidate with capital markets certifications who analyzed and presented financial data, collaborated with clients during a wealth management internship, and leveraged Excel, Power BI, and SQL while building foundational Python skills to optimize insights and decision-making.
Vidyasagar University
MBA+PGPFM · Finance
August 1, 2024 – June 30, 2026
Swami Vivekananda Institute of Modern Science
BBA
August 1, 2019 – June 30, 2022
St. Thomas' Boys' School
XII-ISC
June 1, 2019 – May 31, 2019
St. Thomas' Boys' School
X-ICSE
June 1, 2017 – May 31, 2017
AAS Investment and Distribution
Wealth Management Intern
August 1, 2025 – January 1, 2026
Kolkata, West Bengal, India
Amazon India
Customer Support Associate
January 1, 2022 – December 31, 2023
Kolkata, West Bengal, India
McKinsey Forward Program
McKinsey
April 1, 2026 – Present
NISM VA, NISM XXIA, NISM VIII
NISM
April 1, 2026 – Present
Introduction to Python Programming
Udemy
April 1, 2026 – Present
Financial Analysis
Unknown
April 1, 2026 – Present
Advanced Excel
Unknown
April 1, 2026 – Present
Cultural Fit Analysis
Data is insufficient to objectively assess cultural fit due to a psychometric test score of 0. While previous roles suggest an ability to work in structured environments and manage client relationships, the absence of a valid assessment score prevents a conclusive evaluation.
Soft Skills & Operational Fit
The candidate demonstrates strong client interaction, problem-solving, and target-oriented skills from their Customer Support Associate role, where they improved first-call resolution and exceeded team targets. Their Wealth Management internship involved managing client relationships and collaborating on investment plans. These experiences suggest an operational fit for roles requiring meticulous data handling, client communication, and a results-driven approach.