Sargam P.

Associate Consultant

Mumbai, Maharashtra, India5 yrs 7 mos experience
Most Likely To SwitchAI Enabled

Key Highlights

  • Expert in Wealth Management and Financial Modelling.
  • Strong background in Data Science and Financial Services.
  • Proven track record in driving organizational change.
Stackforce AI infers this person is a Fintech professional with expertise in Wealth Management and Financial Analysis.

Contact

Skills

Core Skills

Strategy ConsultingFinancial ServicesWealth ManagementFinancial ModellingRisk AdvisoryInvestment Strategy

Other Skills

Acquisition IntegrationAdvanced ExcelAnalytical SkillsAsset ManagementAutomationBuilding wealth platformBusiness EthicsBusiness StrategyBusiness intelligence toolsClient RelationsCompetitive BenchmarkingCorporate FinanceCorporate GovernanceCross-Asset TradingData Analytics

About

As a firm believer in the potential of unprecedented possibilities, I was always involved in activities at the intersection of finance and technology. Equipped with an MBA in Finance from one of the Institutes of Eminence (IoE) in India, along with qualifications in CS and CA, I was deeply immersed in the verticals of Corporate Finance, while also engaging in side pursuits like TEDx, Toastmasters, MHRD, and the United Nations. Additionally, I explored machine learning, quantitative research, trading in financial markets, academic mentoring, volunteering, and leading teams. During my term at the University of Warwick (England) as an Exchange Student, I discovered my passion for Data Science. I was also grateful to have been selected for a second exchange term with Peking University in China. As a postgraduate from Shiv Nadar University, I sought to leverage the synergy between my finance and management backgrounds to drive change, identify new market opportunities, and be part of the industry's transformation. Keen on learning new skills, I gradually developed a global mindset and honed a broad spectrum of technical competencies such as Python; R; Tableau; Alteryx; mySQL; Advanced Excel (VBA and Macros); Power BI; Azure ML; Tally.ERP9; SAP ERP; PitchBook; Bloomberg; Jira; and Confluence. Outside of work, I enjoyed reading, dancing, and traveling.

Experience

Pwc

Assistant Manager

Dec 2023Present · 2 yrs 3 mos · Mumbai, Maharashtra, India

  • Strategy Consulting (Advisory - Financial Services) team for GCCs, Asset and Wealth Management.
  • Through a combination of data-driven insights, GTM strategy, business intellignece tools and innovative problem-solving, helped Banks and Financial Services firms drive effective organizational change.
Data-driven insightsGTM strategyBusiness intelligence toolsInnovative problem-solvingStrategy ConsultingFinancial Services

Crisil coalition greenwich

Associate Wealth Manager

Aug 2023Nov 2023 · 3 mos

  • Wealth Management Strategy, Competitive Benchmarking, Financial Modelling, Automation and Market Research
Wealth Management StrategyCompetitive BenchmarkingFinancial ModellingAutomationMarket ResearchWealth Management

Jpmorgan chase & co.

Senior Investment Analyst

Nov 2021Jul 2023 · 1 yr 8 mos · Mumbai, Maharashtra, India

  • Wealth Management Solutions - Cross-Asset Trading and Risk Advisory Team (Front Office Support) for AWM (US, EMEA and Asia) line of business at JPMorgan Private Bank.
Wealth Management SolutionsCross-Asset TradingRisk AdvisoryFront Office SupportWealth Management

Torre capital

2 roles

Investment Associate

Promoted

Jan 2021Nov 2021 · 10 mos · Singapore

  • Building a wealth platform for HNIs and Institutional Investors through investing in Late Stage Pre-IPO companies; ESOP Financing and developed investment strategy and innovative products like Debt Hybrid funds.
Building wealth platformInvesting in Late Stage Pre-IPO companiesDeveloping investment strategyInnovative productsInvestment StrategyWealth Management

Investment Analyst

May 2020Dec 2020 · 7 mos · Singapore

Reliance industries limited

Summer Associate

May 2019Jul 2019 · 2 mos · Navi Mumbai

  • FP&A for Polyester Division

Education

University of Warwick

MBA

Jan 2019Jan 2019

Shiv Nadar University

MBA — Finance and Analytics

Jan 2018Jan 2020

The Institute of Company Secretaries of India

Master's degree

Feb 2019Dec 2021

The Institute of Chartered Accountants of India

CA - Intermediate — Accounting and Finance

May 2015Present

Mohanlal Sukhadia University

Bachelor of Commerce - BCom

Jul 2014Apr 2017

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