Prerna Sood Email & Phone Number

United States

United States

Researched the market and conducted the product viability study for project initiation, and examined the financial aspects of the project in order to understand customer demands.Formulated a business plan for the product, including the TAM and ROI estimationsConducted research on user needs and behavior patterns in order to better understand the market for home renovationsSet up a cost structure to determine the fixed and variable costs associated with the projectConducted on-field market research to determine what users' needs are and created products in response to their needs, developing key communication skills.Supported the marketing team starting from identifying the key customers for the product and formulating marketing plans to capture the market and increasing the customer base

San Francisco, California, United States

Collaborated with the investment management team to advise potential customers using a variety of investment options.Re-engineered and automated Know Your Client (KYC) and financial product performance & intelligence system supporting 24% increase in revenue year by year.Proven leadership in client relationships by conducting onsite workshops with stakeholders to accomplish business objectives and needs.Gather client requirements, correlate with market and product needs and built information use cases to support senior management to define future products strategy.Supported a team of relationship executives to develop quantitative financial product models, to gather key mutual funds performance and market indicators on the basis of their historical and current performances.Reported overall progress to Management and identified potential project risks and track issues. Supported User acceptance testing by writing test plans, scripts and all cases.Designed and conducted training programs for channel partners and investors.Supported Sales Team with quantitative and performance indicators and promotion materials to effectively launch the product in the market.Presented the users requirement to the management by translating the user needs into the technical requirements.Developed systems to do a comparative cost benefit analysis.Managing the operations of the fund by analysing the financials.

India

Coordinated closely with the Project Manager to break down the work into logical components that would allow a focused and efficient requirements gathering process.Facilitated and scribed JAD sessions, user meetings and interviews to extract business requirements documented utilizing Use Case Modeling, Process Flow diagrams and BRD, SRD FRD, and NFRD documentation.Responsible for enterprise reporting and trend analysis for various mutual funds products offered by Deutsche.Developed a consolidated Reporting dashboard to give single snapshot view of all branch offices highlighting products, sales and operational effectiveness.Engaged in portfolio operational reporting in terms of risk profiling, asset allocation, retirement and tax benefits plans.Participation in various Business Objects Architecture discussions with technology to determine best solution for delivering scalable front-to-back reporting platform.

India

Developed an equity research model tool to facilitate research for merger and acquisition decisions and to attain forecasting insights, gaining strong analytical skills.Played a key role in conducting an in-depth analysis and research of different industries such as steel and FMCG.Drafted pitch books and memoranda from scratch for equity/debt capital raising and M&A deals Carried out Comparable Company Analysis by using variables like Enterprise value, share outstanding, SEC filings and the company's year-end and quarter ending filings, Bloomberg variables and current happenings in the companies in order to find the future prospects of the company.Prepared presentations for merger decisions to be taken by companies using quantitative techniques like graphs and financial variables.Charted out comparative sheets for doing data analysis for the companies.Dealt with the financial statements to understand the market position of the company.Went through the SEC filling to understand the future and current prospects of the companies.Supported companies a platform to take a decision based on the financials to go for a merger decisions.Also attended several trainings such as Franklin Templeton Investments and Copal Partners, India specializing in company valuations and other quantitative analytical skills.

Masters, Business Administration And Management,Finance And International Business

Activities and Societies: Represented Amity International Business School as a SPORTS CAPTAIN for 2 consecutive years Won the Amity.

Bachelor Of Commerce - Bcom, Accounting And Finance, International Business

Activities and Societies: Sports Captain

Bachelors Of Finance, Accounting And Finance

Bachelor Of Commerce, Finance & Accounting

2005. Attended specialized Business Analysis and IT tools training from Hudson Data, LLC.

Nanodegree In Product Management, Product Management