Ishita Goel Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Coverage Areas - Sub-sovereigns, municipalities, higher education, healthcare, school boards

Toronto, Ontario, Canada

• Completed a 16-week internship on the Consumer and Industrial Team within the Corporate Finance Group• Created and updated company profiles with relevant industry trends, financial information, and company-level and industry-level performance• Completed and presented credit screens for companies in the technology, aviation, food, defence, and heavy-equipment industries which served as the basis of investment decisions for the company

Toronto, Ontario, Canada

• Generated, evaluated, and analysed data and reports to ensure accuracy and consistency and communicated findings using visualisations and other means to various stakeholders • Assisted in designing and analysing data to uncover trends to uncover solutions and opportunities and supported key business teams to establish key performance indicators

Lucknow, Uttar Pradesh, India

• Conducted market research under the guidance of the management using internal and external sources about 20+ equity, debt, and hybrid schemes offered by the company and its competitors • Compared the investment objective, NAV, return rate, consumer base, and risk across 6 categories of schemes like large, mid, and small-cap using financial measures like Standard Deviation, Sharpe Ratio, Jensen’s Alpha Ratio, Beta etc.• Analysed the findings and compiled a detailed report based on the research which included recommendations to the fund managers which were aimed at attracting a larger consumer base for the company• Assisted the sales and distributions department in making 15+ pitches to Independent Financial Advisors and PSBs

Lucknow, Uttar Pradesh, India

• Conducted comprehensive research to find suitable potential investment projects for the company and performed on-site inspections to supervise the construction team on various projects• Aided the accounting team in building financial models and performing financial ratio analysis like Liquidity, Solvency and Activity Ratios using the oil and gas industry standards to determine company profitability• Facilitated client transactions from pitch to close, communicated with clients to understand their needs, and prepared presentations to attract new clients, and negotiated with suppliers to cut costs by 4%

• Identified business & sales/marketing opportunities and generated leads via social platforms which increased website traffic and engagement rate by 15%• Assisted in Lead Generation Campaigns (email marketing and cold calling), which attracted 7-10 new customers weekly• Communicated with prospective clients to establish rapport and arrange meetings and updated the customer data base using Customer Relationship Management (CRM) tools

B.Com, Management With Finance, 3.85/4

Isc, Business/Commerce, General

Activities and Societies: President, Economics and Commerce Society President, Society for the Differently Abled and Home for the Needy