Sargam P. — Associate Consultant
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.
Stackforce AI infers this person is a Fintech professional with expertise in Wealth Management and Financial Analysis.
Location: Mumbai, Maharashtra, India
Experience: 5 yrs 7 mos
Skills
- Strategy Consulting
- Financial Services
- Wealth Management
- Financial Modelling
- Risk Advisory
- Investment Strategy
Career Highlights
- Expert in Wealth Management and Financial Modelling.
- Strong background in Data Science and Financial Services.
- Proven track record in driving organizational change.
Work Experience
PwC
Assistant Manager (2 yrs 3 mos)
Crisil Coalition Greenwich
Associate Wealth Manager (3 mos)
JPMorgan Chase & Co.
Senior Investment Analyst (1 yr 8 mos)
Torre Capital
Investment Associate (10 mos)
Investment Analyst (7 mos)
Reliance Industries Limited
Summer Associate (2 mos)
Education
MBA at University of Warwick
MBA at Shiv Nadar University
Master's degree at The Institute of Company Secretaries of India
CA - Intermediate at The Institute of Chartered Accountants of India
Bachelor of Commerce - BCom at Mohanlal Sukhadia University