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Financial Services Research Analyst

Location:
Alpharetta, GA
Posted:
March 31, 2024

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Resume:

Soujanya Gouroju

ad4o59@r.postjobfree.com 201-***-****

Alpharetta, GA

SUMMARY

2+ Plus years of Experience as Research Analyst with the ability to work independently and manage business expectations with a delivery-focused approach to work, ability to build and maintain strong working relationships with senior and junior business sponsors.

Extensive experience in financial services.

Ability to understand, analyze and design business processes and workflows with the objective of providing recommendations for the best use of technology for improvement.

Experience in writing functional specifications based on user - requirements. Strong skills in user research and analysis of the existing systems.

Strong Plan and define skills for the requirements gathering phase.

Excellent problem-solving skills and proficient in managing teams located at various locations.

AREAS OF EXPERTISE

QuickBooks Online

Operating System Windows NT/2000/XP/10 Mac

Accounting Packages Tally (9.0), Focus and Wings.

EDUCATION

Master’s in commerce from Osmania University Hyderabad, India - 2009

Bachelor’s in commerce from Osmania University Hyderabad, India - 2007

PROFESSIONAL EXPERIENCE

Acelero Learning Jan 2023 – June 2023`

Carteret, NJ

Substitute Preschool Teacher

Responsibilities:

Worked effectively with other teacher(s) in the assigned classroom and center

Support the social and emotional development of children and using "positive guidance" approaches to dealing with challenging behaviors

Encourage the involvement of the families of the children in a Head Start program and supporting the development of relationships between children and their families

Follow all Acelero Learning policies and procedures related to health, safety, nutrition, and other aspects of center operations

Help the children with their play planning and free choice time activities

Interacting with children and encourage them to follow daily activities

Help the children with their play planning and free choice time activities

Interacting with children and encourage them to follow daily activities.

Implemented lesson plan assigned by classroom teacher to educate students about key concepts.

Engaged students in discussion to promote interest and drive learning.

Helped students build learning and study skills to achieve education goals

Had a work experience with 6 months to 5-year-old children.

S&P Global Market Intelligence (McGraw-Hill) Feb 2010– July 2012

Hyderabad-INDIA.

Research Analyst

Standard & Poor's operates as a financial services company. Its products and services include credit ratings, equity research, S&P indices, funds ratings, risk solutions, governance services, evaluations, and data services. The company’s division, Capital IQ, provides information and workflow solutions to financial institutions, advisory firms, and corporations. Capital IQ provides integrated financial information and technology solutions, including auditable company financials, a screener combining financial and nonfinancial items, an integrated public and private capital market database, and various relationship development tools. The company serves institutional professionals, financial institutions, corporations, financial advisors, and individual investors Worldwide.

Responsibilities:

Responsible for maintaining quality and performance, clarifying and formulating process policies and guidelines. As a member of a core group, responsible for the quality of the dataset provided to the customers by our department.

Captured, analyzed, and provided all the Earnings information of the Companies and its subsidiaries.

Captured, analyzed, and provided the guidance information of the companies and its subsidiaries and compare the guidance information with the previous guidance of the companies and its subsidiaries, which will help the investor to decide on their investments.

Handled the QC (Quality Checks), De-Duplication Internal Checks and Irrelevant review and duplicate review.

Captured, analyzed, and provided all price sensitive information like Earning releases, Dividend releases and Executive Changes.

Provided all information related to Conference calls, like Earning Conference Call, Guidance Conference Call, Shareholders Conference Call and Special Conference Call of the Companies and its subsidiaries.

Captured and provided information related to Annual General Meeting and Board meeting schedules and Extraordinary General Meeting.

Captured all the information of the Company name changes, Ticker changes, Exchange changes and changes to Company Bylaws and Legal structure etc of all listed U.S and International companies to the investors to aid their investment decision-making process.

Handed and assigned the tasks to the Juniors.

Prepare various management reports.



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