NISM-Series-VIII (Equity Derivatives) | National Institute of Securities Markets (NISM)
NISM-Series-VII (SORM) | National Institute of Securities Markets (NISM)
CFA | CFA Institute | Expected Jun 2026
Microsoft Office Specialist | Microsoft
ASSESSMENTS
PERSONALITY
PROFESSIONAL SUMMARY
Financial Analyst with a comprehensive understanding of investment management, financial analysis, and portfolio management, focused on providing strategic insights to drive effective financial decision-making. Currently preparing for the final level of the CFA program to further enhance expertise and contribute to impactful financial outcomes.
PROFESSIONAL EXPERIENCE
Revenue Analyst
Relay Human Cloud | India | Apr 2025 – Present
Analyzed revenue data across multifamily property portfolios to uncover trends and drive pricing strategy decisions.
Tracked lease trade-out metrics to ensure pricing strategies met compliance and performance standards.
Consolidated data from multiple platforms to create centralized reporting, improving decision-making efficiency.
Generated reports on unit-level amenities, average vacancy durations, and apartment performance to support revenue planning.
Provided actionable data support for rent renewal strategies and rent collection audit processes.
Monitored and compared performance metrics of renovated versus unrenovated units to guide capital investment planning.
Analyzed supply growth trends across submarkets to support competitive pricing and occupancy strategies.
Contributed to the development of renewal pricing strategies and rent adjustment processes by providing detailed market and performance insights.
Completed training in Accounts Payable & Receivable processes using Yardi, including vendor invoice entry, utility billing, deposit posting, collections, and lease audits
Gained exposure to Invoice validation, Rent Roll reviews, and CPI-based rent increase calculations.
Trained in Bank Reconciliation, ACH/Deposit recording, AP reviews, and interest file preparation.
Learned fundamentals of Property Accounting including insurance, property tax, margin tax, and incoming wire transactions.
Research Analyst Prudent Corporate Advisory Services Ltd. | India | Sep 2022 – Feb 2025
Conducted market research, analyzed financial data, and prepared reports to support strategic planning and enhance operational efficiency.
Updated market reports with the latest trends using tools such as ICRA, Morningstar, Ace Equity, and Accord, ensuring data accuracy and relevance.
Reviewed client portfolios and provided actionable suggestions based on current market conditions to optimize investment strategies.
Developed insights and updated quarterly mutual fund recommendations, contributing to the company’s investment offerings.
Investment Analyst Arya-Fintrade | India | Mar 2022 – Jul 2022
Identified, assessed, and mitigated potential risks impacting the organization by analyzing and interpreting data.
Conducted risk assessments and provided actionable recommendations to management, ensuring the protection of company operations and assets.
Credit Analyst SM Financial Advisors | India | Jan 2018 – Mar 2020
Analyzed financial risks by evaluating borrowers' financial history and cash flows, ensuring informed lending decisions.
Assessed the risk of default and determined the creditworthiness of potential clients, contributing to sound financial decision-making.
Assessed creditworthiness of individuals and businesses through detailed analysis of financial data.
Recommended credit approvals, loan terms, and interest rates based on risk evaluation.
Monitored and analyzed loan performance to identify emerging financial risks.
Prepared comprehensive reports and documentation to support decision-making and ensure regulatory compliance.