Senior Financial Consultant

SOUMYA JAIN

** ***** ******, ****** ****, NJ, (**306) 732-***-**** ******.****@**********.****.*** SUMMARY

Dedicated senior financial consultant with track record of successful investments recommendations. 1+ year of experience in forex, equity, commodities and Index (spot & future) market research with focus on better returns with risk management techniques. Used DCF models, economic indicators and technical analysis for future forecast. Consulted and pitched various client and developed good relationship and revenue for company.

SKILLS & PROJECTS

Used FactSet and MS Excel for financial modelling, portfolio analysis, Utilized Bloomberg market concepts for fixed income analysis. Used MS excel, PowerPoint, Word for various forecasts, budgets and presentations. Worked on MT5 for technical analysis. Prepared DCF model on Tesla, Prepared research project on Logitech using EBITDA multiple comparison, Prepared regression model on factors affecting price change in ford cars. PROFESSIONAL EXPERIENCE

DEBT SAVVY FINANCIAL SERVICES NEWYORK

Internship (Underwriting) 09/06/2022-Present

• Analyze financial data related to client’s business for UCC filings, judgements, active summons and implement underwriting procedures and policies.

• Perform risk assessment on potential debt recipients based on credit rating and, borrowing history.

• Review documentation to identify signs of fraudulent activity, evaluate initial submission of debt settlement to ensure accuracy and completeness.

• Coordinate with sales, negotiator and collector team to maintain compliance and easy proceedings. TAKEVIEW 24 FINANCIAL SERVICES STARTUP COMPANY INDIA Senior Financial Consultant,Team leader 15/07/2021-01/01/2022

• Lead team of financial consultants and coordinated with interpersonal written and oral communication.

• Won best employee of the month award twice in my working tenure, as adapted goal-oriented approach.

• Analyzed distinct market segments – US equity market, Forex (major and minor pair) and Commodities (spot and futures).

• Managed multiple (10-15) portfolios ranging $10k – 250k, based on risk preferences and various market conditions generated returns up to 7% a month using technical, market and economic analysis.

• Provided intraday and long-term investment assistance depending on client’s return expectations, improved their returns significantly and used risk management techniques like hedging and diversification.

• Used analytical and critical thinking for decision making which helped to generate revenue up to 2 million a month. MALTAR SERVICES FINANCIAL SERVICES COMPANY INDIA

Financial Consultant 07/09/2020-31/03/2021

• Worked under the guidance of senior financial consultant and performed sales of financial products and research on market.

• Analyzed 3 different market segments – Forex, Commodity and Indices, used technical and economic indicators.

• Prepared research reports which include market trends and daily world news, interacted with clients on regular basis for understanding their investment returns requirement and pitched them products accordingly.

• Served multiple clients and generated revenue up to 1.2 million a month. EDUCATION

BARUCH COLLEGE (CUNY) NEWYORK, NY

Masters in Financial Risk Management 28/01/2022-Present Courses- Introduction to Quantitative tools in finance, Investment analysis, Hedge funds, Money-Banking and Monetary policies, Debt instruments and markets, Econometrics, Options market, Credit Risk, Market risk. AMITY UNIVERSITY NOIDA, INDIA

Bachelor of Business Administration – Finance 17/08/2017-25/05/2020 Courses – Financial Accounting- I & II, Cost and Management Accounting, Research methodology & Report preparation, financial derivatives, Micro & Macroeconomics, Data Base Management System, Business statistics, Principles of investment management.

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