Sales Financial

FINANCIAL/RESEARCH ANALYST

Highly analytical, ambitious, and enthusiastic finance professional with

strong track record of delivering top quality performance; Strong

background in research and financial analysis expertise with CFA program;

In-depth knowledge of security types, complex asset vehicles, quantitative

analysis methodologies and investment value/risk assessment; Proficient in

the analysis of financial / economic data, financial planning, forecasting,

budget development, ratio analysis, company valuation, MS Office

application (including spreadsheet); Successfully passed all CFA Level I,

II and III examinations.

Core Strengths and Skills

Market and Industry Analysis CFA Curriculum

Financial Statement and Ratio Analysis Asset Valuation

Financial Modeling and Data Analysis Equity and Debt Investments

Strategic and Tactical Planning Index and Derivatives

Risk Assessment Alternative Investments

Security Analysis Risk Management

Proficient in MS Office (including Portfolio Management

Spreadsheet) performance evaluation, attribution &

Reuters Application presentation

Investor Relations Quantitative Methods & Statistics

Micro and Macro Economics

Professional Experience

Financial Consultant AXA ADVISORS, Woodbridge, NJ (2007-2008)

Supported individuals and small business owners on investment related

topics including Fixed-income Investments, Equity Investments, Financial

Planning, Retirement/Education Planning, Investment Accounts and Advisory

Programs, Life Insurance, Annuities; Designed and performed sales

presentations and participated in conference calls regarding various

financial platforms and environment; Regularly travelled throughout the

territory to deliver presentations to prospective clients.

. Analyzed financial information to forecast business, industry, and

economic conditions, for use in making investment decisions.

. Advised clients with complex investment relationships on portfolio

construction and asset allocation for tactical and strategic

decisions.

. Investigated market and industry trends, reviewed interest rate

updates, and identified new products to ensure optimal sales.

. Directly got involved with the company's top financial producers and

high profile net value individuals for future business associations.

. Provided industry and company analysis, financial modeling and

database support to the Senior Advisors.

. Assisted the Senior Consultants in creating financial plans, analyzing

investments, making recommendations and implementing the agreed upon

plans.

. Ensured all trades were booked properly and provided ongoing follow up

with brokers to communicate specifics of each transaction.

. Maintained industry knowledge by attending company's educational

training, educational workshops, and reviewing publications.

Financial Assistant JIGISHA FIBERS PVT. LTD., Gujarat, India

(2002-2006)

Responsible for overall operations and providing assistance in accounts and

financial management of a busy, successful, family-owned manufacturing

firm; Strategically managed the financial goals, objectives, and budget

reporting to general manager; rendered services for the arrangement,

distribution, and presentation of ad-hoc financial analysis and reports

prior to the request of upper management; Oversaw department's operations

such as planning, sales, and finance.

. Meticulously analyzed budget, cost accounting, cost demeanor of

orders, and payment processing departments, including budget

forecasting and all data evaluation concerning costs and accounting.

. Studied and probed market performance and profitability of main

product lines through evaluation of financial analysis and ratios.

. Performed bank reconciliations and successfully updated financial that

had been neglected for five months.

. Gathered and completed A/R ledger, A/R and Payroll modules, daily call

log of debtors, and running list of major financial obligations.

. Authored and justified majority cash expenditures concerning

allocations of scarce funds.

Education

Master of Business Administration, concentrating in Marketing &

International Business

Cardiff Business School, University of Wales, United Kingdom (2000)

Bachelor of Business Administration

K.S School of Management, Gujarat, India (1999)

Professional Training

Participated in various education seminars arranged by different fund

sponsors along with several training sessions initiated by the

organization

Certifications

? Passed CFA Level I (Dec, 2008) ? Passed CFA Level II (Jun, 2009)

? Passed CFA Level III (Jun, 2010)

Technical Skills

Microsoft Office Suite (Word, Excel, Access, Outlook, PowerPoint) and

Reuters Application

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