NIHAL MENON

Buffalo, NY • +1-719-***-**** • ad18ts@r.postjobfree.com • http://linkedin.com/in/nihal-menon

EDUCATION

UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK Master of Science, Finance, Financial Risk Management Track, (STEM), GPA: 3.9 Dec.2023 Relevant courses: Mergers and Acquisitions, Investment Management, International Finance Management, Financial Derivatives, Fixed Income Securities, Financial Policies and Strategies and Portfolio Theory HASSARAM RIJHUMAL COLLEGE OF COMMERCE AND ECONOMICS, MUMBAI UNIVERSITY BACHELOR OF COMMERCE, ACCOUNTING AND FINANCE, GPA: 3.99 May. 2022 Relevant Courses: Financial Management, Financial Accounting, Economics, Business Valuation, Business Law, International Finance PROFESSIONAL EXPERIENCE

Transamerica Financial Advisors, New York City, United States Jun. 2023-Aug.2023 Summer Finance Intern

• Developed and implemented data-driven investment strategies by conducting thorough client assessments, analyzing market trends, and leveraging financial data, resulting in an average portfolio growth of 11%.

• Collaborated on the development of precision-targeted marketing strategies and participated in the creation of compelling pitch decks.

• Mastered and applied diverse financial product knowledge to tailor investment strategies, achieving measurable objectives and mitigating risk for a wide range of clients across portfolios.

• Identified and Executed cost saving measures resulting in a 6% reduction in client portfolio expenses. Super Tires LLP, Mumbai, India

Accounting Intern Apr. 2022-Jun. 2022

• Analyzed financial statements, identifying tax planning opportunities that resulted in a 15% reduction in tax liability for the company.

• Streamlined accounting processes, including journal entries, accounts payable, and accounts receivable, resulting in a 20% reduction in transactional errors and improved financial data accuracy.

• Generated and maintained monthly billing statements for clients, ensuring accurate and timely financial transactions. ACADEMIC PROJECTS

Advanced Valuation: The Valuation School

• Led the comprehensive analysis and calculation of critical financial metrics, such as WACC, cash flows, and growth rates, resulting in precise DCF valuation for investment opportunities and driving informed decision-making.

• Acquired knowledge of relative pricing methods including comparable transactions and precedent transactions analysis.

• Performed rigorous valuation analysis for S&P BSE Sensex, uncovering a significant 15.87% undervaluation; utilized comprehensive knowledge of risk-free rate, market risk premium, and dividend yield to determine a fair value of 75,641 points.

• Attained proficiency in advanced financial modelling, sensitivity analysis, scenario analysis and utilizing S&P capital IQ tools. Economic Analysis: China’s Exchange Rate Policy

• Conducted analysis of China's shift to floating exchange rates in 2005, assessing the global implications of this economic transition.

• Investigated the specific impact on Esquel's operations, providing detailed insights and actionable recommendations to enhance global operational resilience post-shift; reduced lead time by 15%.

• Undertook a comparative study between China's eCNY and El Salvador's Bitcoin adoption and concluded by advocating for the adoption of a managed floating exchange rate in China, emphasizing potential to foster economic stability and satisfy global trading partners. Strategic Currency Risk Mitigation- A Harvard Case Study

• Examined and assessed the currency volatility issues encountered by Nodal Logistics’ Brazilian subsidiary; authored a detailed report elucidating the financial impact and proposing effective strategies to navigate the challenges.

• Evaluated strategies to mitigate currency risk, exploring the effectiveness of remaining uncovered, utilizing options, forwards, swaps, and money market hedges; provided data-driven recommendations to senior management for informed decision-making.

• Implemented money market hedge as a strategic approach to minimize foreign currency risk exposure, resulting in a 15% improvement in net profit margin.

Taming Volatility: A $100M Risk-Optimized Retirement Investment Portfolio

• Researched and crafted a thesis centered on selecting a long-term portfolio with a specific focus on retirement savings.

• Collaborated and designed an optimal risky portfolio at $100 million by implementing a robust risk management framework, incorporating advanced mathematical models and quantitative analysis techniques to optimize asset allocation strategies.

• Conducted in-depth analysis of portfolio weights, implementing an optimal strategy, resulting in a high Sharpe ratio and delivering consistent 8.5% annual returns.

SKILLS AND SELF LEARNING

• Certified in Bloomberg Market Concepts, Financial Markets by Yale University, Confidence Interval estimation on Coursera and CFA level 1 candidate.

• R and Python programming, Tableau, advanced Microsoft Excel, SQL and VBA.

• LinkedIn contributor, sharing educational finance content with a focus on engaging and educating network.

Contact this candidate