Conducting thorough analysis of Yomads Co.'s financials and making recommendations for improving profitability, including changes to pricing strategies and cost optimization measures.Developing financial models to forecast revenue and expenses, enabling Yomads Co. to make informed decisions about future investments.Advising clients on investment opportunities, including stocks, bonds, and alternative investments such as real estate and commodities.Conducting market research and analyzing trends to identify potential investment opportunities and risks.Evaluating companies' financial statements and performance metrics to determine their investment potential.Developing investment strategies and asset allocation plans to meet clients' financial goals and risk tolerance levels.Monitoring clients' investment portfolios and making recommendations for rebalancing to ensure alignment with their investment objectives.Analyzing financial data and market trends to identify potential risks and opportunities in the investment landscape.Collaborating with Yomads Co.'s Product, Technology, and API teams to develop and launch new financial products and services to meet the evolving needs of clients.

- Sales Analytics- Consumer Merchandising - Conduct research to determine efficiency and effectiveness of managerial policies and programs- Analyze and provide advice on the managerial methods and organization of the establishment- Provide quality service in a professional, courteous, and helpful manner- Conduct quality audits and develop quality management and quality assurance standards- Ethical oversight and accountability framework assessment

●Worked directly with ownership to evaluate and identify the individual’s key strengths and abilities within the team. ●Met with team members on a regular basis to ensure milestones, timelines and quality deliverables were met.●Participated in the development and implementation of new technology and tools.●Charting and graphing of data in Excel for reporting purposes ●Provided insights and motivation to team members.

● Monitored quality of services through compliance checks on internal and external clients.● Reported findings to assess possible risk solutions.● Successfully built a rapport and professional relationship with global team by providing required information, reports and analysis in a timely and efficient manner.● Mentored new associates through training and performance reviews.

•Profiling Mutual Funds to meet client expectations.•Collecting financial data using on-line and other data sources such as Bloomberg and Reuters•Coordinating and maintaining databases•Extensive report-writing including company profiles, quarterly updates, initiating coverage reports, sector reports, newsletters technology etc.•Handling adhoc research requests as per client requirements.•Identifying and employing relevant research sources and analytical tools.

● Responsible for Securities Processing and Operations through GLOSS ( Global Settlement System)● Diagnosing, troubleshooting and resolving client issues.● Provided technical assistance to customers on inbound tech support calls.● Timely reporting and resolution of issues in deployed systems to honor Service Level Agreements.