Senior Financial Analyst
Current
Apr 2024 - Present
Who is Mohanish Chaudhari? Overview
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Quick answer
Mohanish Chaudhari is listed as Senior Financial Analyst @CBRE at CBRE, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Mohanish Chaudhari.
Mohanish Chaudhari previously worked as Senior Financial Analyst at Cbre and Financial Analyst at Cbre. Mohanish Chaudhari holds Master Of Science - Ms, Finance, (Stem) from The University Of Texas At Dallas.
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CBRE
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Profile bio
About Mohanish Chaudhari
Mohanish Chaudhari is a Senior Financial Analyst @CBRE at CBRE. They possess expertise in leadership, microsoft office, management, data analysis, td ameritrade and 8 more skills. They is proficient in English and Hindi. Colleagues describe them as "I had the pleasure of working with Mohanish while he was a Finance Intern at Xinerva Technologies. As Mohanish's manager, I appreciated the leadership role he took in arranging meetings and driving progress in meetings that the finance team had. He was very dependable no matter the task at hand and was able to perform competitor research, market research, and build a financial model with his findings. Along with that, Mohanish's knowledge of finance helped us gain insights on improving our product. Overall, we were very glad to have Mohanish on the Xinerva team and he will be a great addition to any team he joins.", "Mohanish is a highly-intelligent and phenomenal team worker that understood our startup's offering right away. During his internship, he worked with the rest of Xinerva Tech's finance team to develop a better understanding of the financial data competitive landscape. He and the team were then able to leverage those insights to create an Excel pricing model that allowed Xinerva's management to arrive at a final price point before our product launch.", and "Letter of Recommendation I have known Mr. Mohanish Chaudhari for the past three years. I taught him the subject Heat Transfer in the 5th semester. Also, having interacted with him in my capacity as Project Guide and Head of Department, I have observed that he is an extremely hardworking and bright student. Mohanish is a very curious to learn concepts and explore new areas of knowledge places him well ahead of the other students. I found him very attentive during theory class and put forward his idea. He is working on project titled, “Suppression of Thermo-acoustic Instabilities inside a Rijke Tube using Helmholtz Resonator” as a final year group project. He is well organized and completes his work well before deadlines. Mohanish has maintained a good balance between academic and extracurricular activities. He has been actively involved with the Indian Society of Heating Refrigerating and Air Conditioning Engineers (ISHRAE), Mumbai Chapter and Mechanical Engineering Students Association (MESA). He has excellent communication skills which are substantiated by the fact that he has participated in the debate competition conducted by Times of India in our college. On a whole, Mohanish Chaudhari is a promising student and I feel he has the passion and determination to study in an institution of repute. I thus strongly recommend Mohanish for Master Studies in Mechanical Engineering from your esteemed university and I wish him for his future endeavor. Dr. Nilaj Deshmukh Dean (faculty) and Head of Mechanical Engineering Department"
Listed skills include Leadership, Microsoft Office, Management, Data Analysis, and 9 others.
Current workplace
Mohanish Chaudhari's current company
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10 roles
Mohanish Chaudhari work experience
A career timeline built from the work history available for this profile.
Financial Analyst
Jun 2022 - Apr 2024
Financial Analyst
First Lexington, Llc
- Developed data driven algorithms using software systems such as MultiCharts which are generating a significant alpha
- Managed a $ 480,000 portfolio, executing strategies in Tech, Telecom, Financials, Consumer Cyclicals, Healthcare, etc.
- Performed portfolio restructuring based on analysis of potential risk from index changes and new corporate decisions.
- Prepared and presented quarterly financial reports to the management
- Performed industry research & assessed 200+ company financials for equity recommendations & optimized the growth of portfolio
- Analyzed financial statements and built financial models (DCF, Cash Flow Analysis, Financial Ratios) for financial securities
Jun 2021 - May 2022
Financial Analyst Intern
First Lexington, Llc
Aug 2020 - Jun 2021
Investment And Derivatives Program
- Competitive educational program covering fundamentals of security analysis, portfolio construction, modelling, advance technical analysis, application of derivatives while using TD Ameritrade’s ThinkorSwim platform
- Collaborating with 200+ students while competing in Portfolio Management using Buy-Write & Covered calls, CSP strategies
- Quantify macroeconomic news and industrial reports and manage a $10 million mock portfolio.
Jun 2020 - Mar 2022
Graduate Teaching Assistant
- Managed a team of 14 student workers for effective daily functioning of the Finance Trading and Tutoring Lab
- Mentor over 500 students and address conceptual questions for graduate and undergraduate students for 5 courses
- Assisted over 200 students in finance and facilitate research at the Finance trading lab on various software’s
May 2020 - Aug 2020
Finance And Trading Lab Assistant
Feb 2020 - May 2020
Financial Analyst Intern
- Consolidating and analyzing financial data for 20+ competitors, to account company’s goals, financial standing, and pricing
- Analyzed accounting information using document management system and ERP software to develop company expense budget
- Developed a pricing strategy model for the product and created sales forecast, revenue, and costs for the company
- Providing creative alternatives and recommendations to reduce costs and improve financial performance
May 2020 - Aug 2020
Summer Research Intern
- Developed financial model with a team of 6 members to conduct benchmarking and process analysis
- Conduct business studies on past, future and comparative performance and develop forecast models for next 5 years
- Created a balance sheet for the first 3 years and conducted a breakeven analysis of the company
Jun 2018 - Jul 2018
Project Intern
- Designed custom-fit insoles and detachable outsoles for 3D printing using 3D scanners and advanced high-quality resin
- Supported the budget forecasting process of the 3-D printing model using excel spreadsheets
- Conducted cost variance analysis post-printing and submitted and presented a return report of the project
Jun 2017 - Aug 2017
Team & coworkers
Colleagues at CBRE
Other employees you can reach at cbre.us. View company contacts →
SR
Scott Rush
Colleague at CbreRoseville, California, United States, United States
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KX
Kevin Xu
Colleague at CbreGreater Sydney Area, Australia, Australia
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LP
Louie Pisani
Colleague at CbreSan Francisco, California, United States, United States
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BB
Bill Bernabei
Colleague at CbreNaperville, Illinois, United States, United States
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CS
Chacko Sleeba
Colleague at CbreHouston, Texas, United States, United States
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LV
Linda Vang
Colleague at CbreMilwaukee, Wisconsin, United States, United States
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GW
Glen Wren
Colleague at CbreBuckley, Washington, United States, United States
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VS
Venkata Sarath Medarametla
Colleague at CbreDallas-Fort Worth Metroplex, United States, United States
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AF
Alyson Fornaci
Colleague at CbreDallas, Texas, United States, United States
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PR
Pamela Rose
Colleague at CbreNew York, New York, United States, United States
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Scott Rush
Colleague at CbreRoseville, California, United States, United States
View →
KX
Kevin Xu
Colleague at CbreGreater Sydney Area, Australia, Australia
View →
LP
Louie Pisani
Colleague at CbreSan Francisco, California, United States, United States
View →
BB
Bill Bernabei
Colleague at CbreNaperville, Illinois, United States, United States
View →
CS
Chacko Sleeba
Colleague at CbreHouston, Texas, United States, United States
View →
LV
Linda Vang
Colleague at CbreMilwaukee, Wisconsin, United States, United States
View →
GW
Glen Wren
Colleague at CbreBuckley, Washington, United States, United States
View →
VS
Venkata Sarath Medarametla
Colleague at CbreDallas-Fort Worth Metroplex, United States, United States
View →
AF
Alyson Fornaci
Colleague at CbreDallas, Texas, United States, United States
View →
PR
Pamela Rose
Colleague at CbreNew York, New York, United States, United States
View →
4 education records
Mohanish Chaudhari education
Master Of Science - Ms, Finance, (Stem)
The University Of Texas At Dallas
Bachelor'S Degree, Mechanical Engineering
University Of Mumbai
Education record
Stevens Institute Of Technology
Education record
Teesside University
FAQ
Frequently asked questions about Mohanish Chaudhari
Quick answers generated from the profile data available on this page.
What company does Mohanish Chaudhari work for?
Mohanish Chaudhari works for CBRE.
What is Mohanish Chaudhari's role at CBRE?
Mohanish Chaudhari is listed as Senior Financial Analyst @CBRE at CBRE.
Where is Mohanish Chaudhari based?
Mohanish Chaudhari is based in Dallas, Texas, United States while working with CBRE.
What companies has Mohanish Chaudhari worked for?
Mohanish Chaudhari has worked for Cbre, First Lexington, Llc, Ivyline Capital Group, The University Of Texas At Dallas, and Xinerva Technologies.
Who are Mohanish Chaudhari's colleagues at CBRE?
Mohanish Chaudhari's colleagues at CBRE include Scott Rush, Kevin Xu, Louie Pisani, Bill Bernabei, and Chacko Sleeba.
How can I contact Mohanish Chaudhari?
You can use AeroLeads to view verified contact signals for Mohanish Chaudhari at CBRE, including work email, phone, and LinkedIn data when available.
What schools did Mohanish Chaudhari attend?
Mohanish Chaudhari holds Master Of Science - Ms, Finance, (Stem) from The University Of Texas At Dallas.
What skills is Mohanish Chaudhari known for?
Mohanish Chaudhari is listed with skills including Leadership, Microsoft Office, Management, Data Analysis, Td Ameritrade, Team Work, Microsoft Excel, and R.
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