- Preparing buy-side and sell-side pitch decks - Target screening for software and technology companies, identification-to-recommendation approach- In-depth market research and industry analysis- Financial modeling using DCF, Trading Comps, and Transaction comps- LinkedIn content planning and content creation- Collaborated and assisted in the development of Investment teasers for clients

Managing stakeholder relationships and client agency experience

Leading a team of 10+ editors thru content planning, idea generation, and training. Responsible for sustainably increasing site traffic, demographic trends analysis, developing revenue enhancement strategies, and SWOT matrix check.

- Responsible for credit reviews and holistic credit due diligence of hedge funds and pension funds- Setting Prime Brokerage credit limits and monitoring risk exposures and shortfalls with fund counterparties- Actively coordinating with Sales & Trading desks to ensure compliance with firm-wide risk framework- Conducting portfolio analysis using stress tests, scenario driver analysis, VaR, Derivatives Greeks, and putting together my findings for senior escalations and meeting… Show more - Responsible for credit reviews and holistic credit due diligence of hedge funds and pension funds- Setting Prime Brokerage credit limits and monitoring risk exposures and shortfalls with fund counterparties- Actively coordinating with Sales & Trading desks to ensure compliance with firm-wide risk framework- Conducting portfolio analysis using stress tests, scenario driver analysis, VaR, Derivatives Greeks, and putting together my findings for senior escalations and meeting decks- Involved in an internal project as part of Credit Risk OKRs 2023 working with Risk Engineering and Risk Strats Show less

- Reconciliations of cash, securities and derivatives positions- Assisting in the process of accurate valuation of funds assets (NAV)- Resolving complex queries regarding CFDs, Forex, Options, and Stocks- Ensuring no discrepancies in the trade accounting life-cycle- Transaction control & Daily pre-NAV processing activity

Dealt with 90-120 customers on a daily basis as a retail salesperson-cum-cashier and assisted senior accountant in monthly-closing . Here’s what I learnt from the job:• Convincing people is a true form of art• Be assertive in all money-related matters• Sales is the gateway of building effective negotiation skills and client-relationships.

President of the NAWIS Achievers Gavel Toastmasters ClubClub #3336040, Area 37, Division G, District 79