Real Estate Client Services

Priyanka Kathane

Amherst, Massachusetts • +1-413-***-**** • ********@*****.*** • https://www.linkedin.com/in/priyankakathane017/ EDUCATION

Master of Finance: University of Massachusetts, Amherst Massachusetts, USA Sep2022–Aug2023 Courses studied: Alternative Investments, Real Asset Investing, Fixed Income securities, Advanced Real Estate Investment Analysis, Real Estate capstone development Corporate Finance, Managing the Managers, Data Science for Finance Cumulative GPA: 3.5/4.0

MBA Finance: MIT World Peace University Pune, India Jun2019–Oct2021 Courses studied: Financial Statement Analysis, Strategic Cost Management, Corporate Valuation, Project Management, Legal aspects of Corporate Finance, Portfolio and Securities Management, Trading & Investments Cumulative GPA: 3.8/4.0

Bachelor in Accounts and Finance: Mumbai University Mumbai, India Jun2016– Jun2019 Courses studied: Financial and Managerial Accounting, International Finance, Investments, Costing Cumulative GPA: 3.6/4.0

PROFESSIONAL EXPERIENCE

Fidelity Information Services Global, Pune, India Mar2021– Jul2022 Finance Associate

• Compiled monthly and quarterly settlement packs, meeting monthly deadlines for external Fortune 500 clients

• Maintained smooth external client relationship by delivering before deadline and maintaining accuracy 100%

• Built, reviewed valuation and financial models

• Performed counter party reviews, both quantitative for AP & AR and qualitative for process reports

• Improved process by automating tasks in increased accuracy and time leading to 100% client satisfaction

• Collaborated with cross functional departments for reports like FOREX, custody for timely delivery of bills

• Performed due diligence & audit assistance on finance settlement packs and reports for 2022

• Worked collaboratively with team and created monthly team performance presentations

• Managed finance teams operations, audit by taking direction and maintaining healthy team environment

• Maintained client satisfaction at 100% by achieving accuracy, target achieved before deadline and effective communication NNEELL’S Invest, Mumbai, India May2020– Jul2020

Finance Intern Equity Valuation

• Evaluated returns and investment risks in banks, to ease informed decision making for common man

• Developed financial models like DCF, CAPM. Leveraged market research for risk and returns analysis

• Final report was a comparison of 6 Multinational banks, ranking highest ROI with lowest risk

• Provided investment recommendations and strategies based on research reports

• Conclusion also had a bifurcation of low-risk and high-risk banks based on investors age and risk appetite Future Generali India Insurance Company Limited, Mumbai, India Apr2020 –Jun2020 Finance Intern Costing and Budgeting

• Performed cost and revenue analysis, performance trends of given cases to perform strategic cost management

• Resulted to reduce overall business unit costs by 17% also thus increasing free fund by 31% ACADEMIC PROJECTS

Housing Bubble in USA Dec 2022

• Conducted analysis of US housing market prices from 2000 to 2023, observed 2023 recession, various sectors and its impacts

• Concluded, stable construction costs have limited potential price decline in the sector to not more than 5% even during recession in 2023 Impact of Recession 2023 on Real Estate Dec 2022

• Researched about potential impacts of recession 2023 on diverse real estate asset types, identified investor vulnerabilities

• Results stated, increased opportunities by 15%, and threats for different asset classes Trading in NSE Stocks and Portfolio recommendations Jul2021

• Selected and researched on NSE stocks technical charts over 5-year duration to analyze profitable positions

• Identified patterns and positions and recommended positions giving a return of 60-75% within a year Investment and Risk analysis of Top Six Nifty Bank Stocks Mar2021

• Delivered 25% portfolio return via candle chart analysis from six month to three years window, optimizing long and short equity positions

• Performed market research and knowledge to derive investment suggestions to attract higher profits STRONG SKILLS

Financial Skills: Financial Statement Analysis, Cost management, Trading, Software’s & Languages: Advanced Excel, Portfolio Management, Investment, Business Operations, Financial Planning SQL, Python, Tableau Bloomberg, Workday, ADP, Argus. Soft Skills: Interpersonal Skills,, Target Oriented, Flexibility, Quick Decision Making, Certifications & Awards: Behavioral Finance, NISM Equity Sales, Self-Direct, People Management, Leadership/Teamwork, Proactive Problem-Solving Financial Markets, Project Management, MS Office Specialist EXTRA CURRICULAR ACTIVIES

Nature’s Ally Foundation: Volunteering and raising funds for stray animal food & shelter, promoting green environment Apr2019- Present Indian Student Association: Organized and coordinated Indian cultural events every semester during master’s at UMass Placement Cell Co- Ordinator: Successfully managed and guided 1200 MBA graduates to their choice of on campus placements National Human Resource Development Conference: Represented MITWPU, Coordinated and networked with HRs from all over India Certifications: Green Environment, Animal behavior & Care, Human Psychology, Sociology, Nutrition & Health Care, Chess Silver Medalist

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