Jan 2022 – Apr 2022 · 3 mos · Boston, Massachusetts, United States

May 2021 – Jan 2022 · 8 mos · Wellesley Hills, Massachusetts, United States

• Graduate Teaching Assistant for the MBA program - 'Financial & Sustainability Reporting' course under Professor Brigitte Muehlmann, 'Finance' course under Professor Luke Stein for Summer 2021, and 'Managerial Accounting' course under Professor Alfred Nanni.

Aug 2016 – Mar 2017 · 7 mos · Bangalore Urban, Karnataka, India

• Employed advanced portfolio construction tools to model risk for US Corporate Bond assets.
• Collaborated with cross-functional teams to build standard processes for customer error reporting and resolution improving team efficiency by 20%.
• Drove improvements to a bond management application (POINT) by performing scenario and what-if analysis of forecasted market moves significantly improving customer satisfaction.

Aug 2015 – Feb 2022 · 6 yrs 6 mos · Greater Hyderabad Area

• Designed and customized investment plans to increase investments under management by 10x to a total portfolio of $750,000. Generated 10% additional return over market by providing high quality investment guidance to clients based on analysis of their goals, needs and lifestyle.
• Fostered successful client relationships with 80 HNWI’s and 10 corporates by offering personalized financial advice. Conducted extensive research to devise asset allocation models and proposed strategies to capitalize market risk. Handled end to end execution improving client satisfaction by 4% year over year.
• Prospected 10 clients year on year by presenting at financial conferences and holding seminars at MNC’s. Successfully achieved 100% client retention through structured feedback enabling easy decision making.
• Consulted the financially vulnerable pro-bono and conducted financial literacy workshop for 500 participants to create awareness about budgeting, saving, and investments.

Jul 2013 – Feb 2015 · 1 yr 7 mos · Greater Hyderabad Area

• Piloted statutory accounting projects in India and coordinated with overseas teams to set up sustainable operations. Set up processes for the 30-member team for a smooth transition of workflows and streamline accounting.
• Spearheaded financial modeling for 20+ statutory accounting clients in Europe covering Consumer Goods, Pharmaceuticals, and Automobile sectors.
• Designed technical training modules and coached 15 associates as subject matter experts for rollout to 5 countries.
• Lead 10+ member teams to file refund claims for clients and safeguarded clients against tax penalties by achieving 100% submissions before tax deadlines.