Jaykrishna Ruwala Email & Phone Number

Concord, Massachusetts, United States

• Assist in multiple customer implementations simultaneously. Track project plans, and report project progress to appropriate parties. Facilitate touch points and status meetings with customers in a timely and professional manner.• Gathering customer requirements and translate to ProcessUnity’s capabilities; Consult with customers on system configuration based on product and industry best practices in the GRC, Cybersecurity, and Risk Management space.• Contribute to the development of best practices, project standards and methodologies to improve efficiency and effectiveness of implementations and team processes/policies/procedures.

Surat, Gujarat, India

Implemented CRM software, and company app, for seamless ordering and portfolio view for clients. Maintained a database of clients across all product choices, leading to cross-selling opportunities.Prepared excel dashboards and presentations to board of directors on different firm objectives.

Rockville, Maryland, United States

• Analyzing and contacting prospective clients for mortgage refinance and new home purchases from a master database.• Collected relevant documents for underwriting and pulled credit reports for refinancing borrowers. • Maintained excel database of existing and past loans and automated email attachments to store on MS SharePoint.• Performed data mining operations from past data to see which members could refinance with relatively lower rates.• Led the Paycheck Protection Program (PPP) initiative at the credit union, helping over 300 realtors during the pandemic.

Philadelphia, Pennsylvania

• Part of a team of three analysts to perform fundamental research, identify undervalued equities, and write three buy recommendation reports per semester for a $600,000 student-managed investment fund.• Performed thorough company due diligence and valuation analysis, including discounted cash flow (DCF) and comparable company analysis to generate a 12-18 month price target.• Utilize industry software tools including Bloomberg, Capital IQ and FactSet to perform fundamental research and industry analysis to identify undervalued equities in the technology sector.

Philadelphia

• Utilized industry software tools including Bloomberg, Capital IQ, andFactSet to perform fundamental research and industry analysis, and to identifyeconomic trends within the U.S. S&P 500 sectors.• Conducted fundamental research, identified undervalued equities, and madethree major economic theme reports per semester for the Economic sector of a$500,000 student-managed investment fund.• Assisted in the creation of comprehensive initiating coverage reportsdetailing all aspects of target company’s business, including investment thesis,catalysts, valuation, financial and industry analysis, and potential risks.• Performed valuation analysis consisting of discounted cash flow (DCF),comparable company, and precedent transaction analyses to determine 12-18month price targets.

Philadelphia

Researched and pitched an initiating coverage report on Wells Fargo & Co.

Surat Area, India

Researched and formulated Initiating Coverage Report on Indian Energy Exchange (BSE:IEX)Click view to see report.

Fox School Of Business

Associate Analyst, Financial sector

Master Of Science - Ms, Business Analytics, 3.6

The Business Analytics program is a study on extracting useful insights out of big data. We learn about programming and visualization.

Bachelor Of Business Administration (B.B.A.) In Corporate Finance, Business Administration And Management, General, 3.3

Activities and Societies: Temple University Investment Association, Financial Management Association, Temple Economics SocietyThe finance.

Bachelor Of Business Administration - Bba, Finance, General

High School Graduate, Business/Commerce, General, 3.70 / 92%

Activities and Societies: Council Members Committee, High School Soccer Team, Top 10 academic performers of graduating batch