Wealth Management Asset

PALEESHA PARWANI

Boston, USA +1-617-***-**** *********@******.*** LinkedIn

Summary

Ambitious finance student with hands-on experience in wealth management. Proven track record of building strong client relationships, delivering tailored investment strategies, and producing insightful financial reports. Skilled in collaborating with experts and thriving in fast- paced, collaborative environments. Committed to leveraging academic knowledge and practical experience to achieve clients' financial goals. Core Competencies:

Wealth Optimization Strategies Custom Wealth Management Solutions Investment Policy Statement Development Portfolio Management Financial Analysis & Reporting Client Relationship Management Strategic Meeting Facilitation Market & Economic Trend Analysis Profitability & Margin Report Creation Financial Projects Teamwork Professional Experience

Wealth Management Intern Kotak Alternate Asset Managers – Mumbai, India 06/2024 – 08/2024

• Develop 10+ Investment Policy Statements, aligning with clients' unique financial goals to deliver highly customized and comprehensive wealth management solutions.

● Participate in 20+ client meetings, contributing to creation of tailored wealth management strategies and enhancing client relationships, driving client engagement.

● Conduct research on low volatility and momentum strategies, implementing investment strategies that achieve 15% increase in client portfolio returns, collaborating with Kotak's mutual fund (AUM $250 million). Asset Management Intern – HNI Division IIFL – Mumbai, India 06/2023 – 08/2023

• Administered substantial portfolio valued at over 500 crore (~$65M/£53M), streamlining client investment strategies and enhancing wealth optimization through collaboration with asset management team.

● Facilitated in-depth analysis and strategic meetings, aligning High Net-Worth Individual client needs with bespoke Portfolio Management Services offerings, delivering concise reports and maintaining active communication channels to ensure clarity and informed decision-making in asset management.

Summer Intern – Strategic Deals Team Capgemini – Mumbai, India 06/2022 – 07/2022

• Coordinated intricate portfolio valued at 25M euros, surfacing actionable insights and contributing to wealth optimization.

● Supported creation of profitability and margin reports specifically for European Banks, contributing to sound financial strategies and better-informed business decisions, and authored clear and concise summary reports to encapsulate findings, fostering transparency and shared understanding among team members. Virtual Intern for “Project Finance” WHITE & CHASE – Remote 06/2021 – 07/2021

• Curated bankability reports collaboratively with team members, aiding in client confidence and financial forecasting, and assisted in meticulous calculation of billable hours, ensuring accurate client invoicing and revenue tracking.

● Built strong connections with future finance leaders in program, fostering robust network of industry professionals. ADDITIONAL EXPERIENCE:

Founder Chief Executive Officer Forum for Women 2020 – 2021 Founder & Host Stock It Up Podcast 2019 – 2020 Education

General Course (Yearlong Study Abroad Course) London School of Economics, Principles of Finance – 2024 Bachelor of Science, Business, Finance Major Babson College – In Progress

● Achieved GPA of 3.7/4.0, Member of Babson Consulting Association, Babson Real Estate Club and Babson's Women in Finance Club. LSE Private Equity Society, LSE Business & Investing Group, LSE Women Leaders of Tomorrow and LSE Finance Society

● Relevant Coursework: Predictive Business Analytics, Information Technology, Business Law, Foundations of Business Analytics, Managerial Accounting, Introduction to Finance and Introduction to Financial Accounting Technical Skills

Microsoft Office Suite Minitab HTML R Studio UX Design Fact Set Bloomberg Terminal AI Prompting & Machine-Learning Publications

“A Historical Analysis of Past Airline Stock Prices and its Implication on Current Airline Stocks” (International Journal of Humanities and Social Sciences)

“Age is just a number, money is not” (Published Book about Entrepreneurship)

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