Sales Professional Experience

PANKAJ MALIK

*** ***** *** • Richardson, TX ***** • 281-***-**** • ac1tl4@r.postjobfree.com

EDUCATION

● Passed all three exams of the CFA Program – December 2015-June 2017

● Master of Business Administration (MBA) – May 2012 University of Houston-Clear Lake, Houston (TX) - GPA: 3.88

● BS in Economics – July 2010

University of Ferrara, Ferrara (Italy) - GPA: 3.65 PROFESSIONAL EXPERIENCE

Investment Analyst

7th Harvest Investments, Richardson, TX August 2014-Present

● Contribute to portfolio modeling, performance analysis and reporting with the application of mathematics, statistical and quantitative methods.

● Perform daily screening of investment opportunities and determine entry and exit prices.

● Conduct extensive research and analysis of U.S. macroeconomic data.

● Interact with clients / Oversee clients’ portfolios to determine whether changes in economic trends or financial performance of investments indicate a need for a plan reassessment.

● Monitor Investments and data trend to provide clients with market updates on a weekly basis. Market Research Analyst

Molly Maid of Greater Clear Lake, Houston, TX October 2012-July 2014

● Collected and analyze data on customer demographics, preferences, and needs to identify potential sales of service, which contributed in adding 1,355 customers in 2012 and 1,382 customers in 2013.

● Developed monthly publicity and promotional campaigns to support marketing initiatives, resulting in an increase in revenues of 11% in 2012 and 8% in 2013.

● Gathered data on competitors and analyzed their pricing strategies, sales, and methods of marketing distribution in order to consolidate company’s positioning and competitive advantage.

● Evaluated the effectiveness of existing promotions to ensure positive and significant ROI. Operations Intern

Sucré-Vail Wealth Advisors, Houston, TX January 2012-May 2012

● Used eMoney financial planning software to update client accounts.

● Assisted management in the analysis of client's financial situation and statements.

● Created detailed reports for quarterly reviews for management.

● Identified opportunities for improving business processes. SKILLS & CERTIFICATIONS

Skills: Problem solving, Critical thinking, Time management, Efficient, Research, Quantitative analysis, Team player, Multitasking, Competitive, Quick learner. Computer: MS Office, MS Project, SQL, HTML, Adobe Photoshop. Languages: Fluent in Italian and Hindi, conversant in Spanish.

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