Gargi Roy

https://www.linkedin.com/in/gargi-roy-mba-75b97712

Chicago, 574-***-****

IL 60613 ac10fx@r.postjobfree.com

Seasoned finance professional with over 5 years of experience in Asset Management, Client Advisory, Strategy, Business Analysis, Sales and Team Management. Demonstrated proficiency in advising clients to buy/sell stocks and helping clients to churn their portfolio and maximize return on investments. Experienced in working with cross functional teams and interacting with all levels of management. Also, have entrepreneurial experience in food processing industry.

EDUCATION

University of Notre Dame – Mendoza College of Business, Notre Dame, IN May 2015 MBA – Corporate Finance and Marketing

• Awarded Notre Dame MBA Forté Fellowship

• SVP of Community Outreach

• Proficient in Advanced Excel, Macros, Pivots, PowerPoint, Visio, Access, Bloomberg, Tableau, Nielsen ICFAI University, Chandigarh, India April 2009

MBA – Investments & Marketing

Bangalore University Alliance Business Academy, Bangalore, India May 2006 BBA – Finance

EXPERIENCE

Katalyst Technologies, Chicago, USA January 2016 – March 2016 Analyst- Strategy

• Built financial models and performed strategic analysis to determine core competencies and KPIs of company. Reported findings to senior executives.

• Forecasted sales and revenue from different categories such as SAP, ERP and Supply Chain

• Worked on entire company expenses

• Did deep down analysis on company travel expenses and reduce cost by 5%

• Worked on contracts and SOW’s

• Work on employee bonus and commission

• Worked with Sales, Legal and Finance team simultaneously Authority Freelance Services, Chicago, USA September 2015 – December 2015 Intern

• Assisted in composing white paper research and editing various emerging market topics Syssol Services LLP, Kolkata, India September 2012 – February 2014 Partner

• Advised clients on positional trading strategies based on valuations for short & long-term securities.

• Managed client portfolios through premier advisory services and secured high ROIs (12% - 18%)

• Evaluated investment capabilities of high net worth individuals and managed their portfolio risk

• Constructed and initiated derivative trade strategies on leveraged portfolios

• Brought in new clients, increased the portfolio size and seized new investment opportunities

• Started a food processing unit and achieved a 10% return on our investment in the first year of operation; processed Gherkins and exported pickled Gherkins to Europe and the US

• Re-engineered farming sector’s outdated agency model; optimized profits and minimized end-user costs

• Implemented best practices to educate farmers and increased overall farm productivity by identifying the problems, possible causes of selected problems and then finding the best possible solutions Kotak Securities Ltd (a subsidiary of Kotak Mahindra Bank), Bangalore, India March 2010 – June 2012 Deputy Manager – Private Client Advisory & Trading

• Built a book of business including individuals and business clients

• Handled clients (minimum ticket size of $100K) with a total AUM of $5M and generated $20M-$25M in revenue every month

• Worked with engineers to form a better trading portal by gathering client needs and applying process improvement techniques

• Supervised full portfolio work, which included independently accounting and pricing the fund portfolio with a full reconciliation back to the broker or custodian Evalueserve, Gurgaon, India July 2009 – November 2009 Business Analyst – Investment Research Division

• Performed SWOT analysis, competitor analysis, data analysis and financial analysis

• Led an investment research training group for new analysts LEADERSHIP EXPERIENCE

• Volunteered with the “Slum Dwellers Project” to improve the lives of children in Chandigarh, India

• Chief organizer of stock events at Annual Business Fest of Alliance Business Academy PS: I am a permanent resident. I am currently not working as I was going through adjustment of status process for my permanent residency (Green Card)

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