U.S Citizen – Authorized to work for any employer
ARJUN B SWAMY
New York City, NY 10010
Phone: 724-***-**** E-mail: **********@*******.*** EDUCATION
Indiana University of Pennsylvania, Indiana, PA December 2016 Master of Business Administration (MBA), Finance, GPA 3.75/4 Jain University, Bangalore, India May 2015
Bachelor of Business Administration (BBA), Finance, GPA 8.8/10 PROFESSIONAL EXPERIENCE
Eberly School of Business, Indiana, PA August 2016 – December 2016 Student Managed Investment Portfolio
• Researched and pitched stocks to add to the portfolio
• Applied financial skills to real life investments
• Devised strategies to try and surpass the S&P 500’s benchmark performance every quarter
• Utilized Excel regularly to create spreadsheets, analytical reports OneSource Pvt Ltd, Bangalore, India May 2015 – June 2015 Business Development
• Communicated and coordinated with suppliers
• Utilized Excel to create spreadsheets and revenue projections
• Maintained books of accounts of the business
• Provided support to management and office of Business Development team Axis Bank Limited, Bangalore, India April 2015 – May 2015 Wealth Management Advisor
• Coordinated with Wealth clients to manage their money
• Provided personal investment advice to each client based on their needs
• Utilized Excel regularly for data entry and to create spreadsheets, and financial models Sharekhan Pvt Limited, Bangalore, India April 2014 – June 2014 Financial Planning & Brokerage Intern
• Executed trades for clients and made sure that trades went through without any errors.
• Communicated and gathered information from clients
• Verified billing input, handled confidential documents, and maintained client records CERTIFICATIONS
• Bloomberg Market Concepts (BMC) Certification Oct 2016
• Chartered Institute for Securities & Investments (CISI) Certification April 2015
• Fundamental Analysis and Technical Analysis Certification from Stock Market Institution July 2015 SKILLS
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), strong Quant skills, Proficient in Hindi and Kannada, Investing experience in both the US and Indian equity markets, Bloomberg certified.