Shaunak Gupta Email & Phone Number

New York, United States

New York, New York, United States

• Collaborated with senior financial advisors to exponentially grow business, consistently compiling a potential client list of 300-400 names weekly.
• Actively led high-volume introductory calls with potential investors, achieving a notable 10%-15% boost in new business acquisitions.
• Led and facilitated end-to-end client meetings, from the initial discovery phase to conducting comprehensive financial analysis. This resulted in the delivery of tailored recommendations that precisely addressed.
• Orchestrated a team of fellow interns, demonstrating exceptional communication skills, while leading the analysis of a complex client case study.

Pune, Maharashtra, India

• Conducted comprehensive analytical studies, quantifying the financial advantages of electric vehicles over internal combustion engine vehicles. Delivered critical insights that informed strategic decision-making.
• Identified industry benchmarks for loan interest rates, integrating findings into financial forecasting models to support strategic pricing decisions; achieved a 25% increase in loan applications and a 10% rise in loan.
• Crafted and presented compelling elevator pitch presentations during the seed stage, resulting in the successful securing of $1.1 million in pre-seed funding.

Lisbon, Portugal

Masters In Quantitative Finance, Quantitative Finance

Activities and Societies: CME Group University Trading Challenge (2022), CFA Institute Research Challenge (2022-2023)

Postgraduate Degree, Post Graduate Diploma In Banking And Finance Management

Bachelor Of Business Administration - Bba, Business Administration And Management, General