Hetvi Somaiya

520-***-****

hetvisomaiya@.arizona.edu

www.linkedin.com/in/hetvi-somaiya

PROFILE SUMMARY

• Highly effective financial professional with relative work experience utilizing strong analytical, mathematical, and organizational abilities. Offering an array of skills in innovative portfolio design, different investing strategies tailoring to individual needs and risk appetite, results- driven leadership, trend analysis, investing and sales.

• Proven ability to adapt to a dynamic, rapidly changing workplace environment.

• Track record of success managing multi- million-dollar client portfolios. MSF candidate looking for wealth planner position at Fidelity Investments.

EDUCATION

University of Arizona, Eller College of Management, Tucson, AZ December 2022 Master of Science, Finance Candidate

• Concentration: Fundamental valuation modeling, Investment Analysis, Applied Portfolio Management, Financial Statement Analysis for investment management, Empirical methods of finance, Alternative Investments, Portfolio Management Theory, International Finance, GPA 3.54, Leader of University of Arizona Foundation fund – Energy Sector Professional Associate Degree December 2023

Associate of Certified Chartered Accountant Finalist

• Concentration: Financial Management, Advanced Financial Management, Performance Management, Financial Reporting, Strategic Business Reporting, Strategic Business Leader University of Bradford (UK), Muscat, Oman May 2018 Bachelor (Honors) of Science, Accounting and Finance

• Achieved Honors with conditional exemption for 9 Foundational level ACCA exams, GPA 3.56 PROFESSIONAL EXPERIENCE

Chartered Accountant Intern January 2021 – June 2021 Morison Muscat, Muscat, Sultanate of Oman

• Collaborated and communicated with client company’s account receivables, payables, and reconciled bank statements, to follow-up on receipts and collections by keeping the financials up to date with the ability to prioritize forth coming deadlines

• Maintained accounting entries and general ledger using Oracle- Java and MS Excel

• Consolidated financial statements every month and prepare financial reporting deliverables

• Identified opportunities for process improvements by building software proficiency to save one day per month

• Prepared Financial budgeting statements, planning, reporting, forecasting and variance analysis semi - annually

• Audited and reported month end international payables and receipt statements, settled pending statements to efficiently allocate the cognitive resources ready for year-end audit reports ACADEMIC PROJECTS

Applied Portfolio Management August 2021-Current

Managing $1 million University of Arizona Portfolio

• Achieved goals set of a single portfolio – Equities, Fixed Income, and cash holdings percentages, expected returns and beating S&P 500

• Implemented and followed Investment Policy Statement goals of the University of Arizona Foundation -Real return rates,

• required annual payouts, inflation rate and endowment fees.

• Presented and pitched the rebalanced portfolio regularly to increase portfolio returns

• Proxy voting of class for the company holdings to Investment committee (Committee chair, CFO, CFA, Investment professionals)

• Utilize full suite of financial planning tools via the Monte Carlo simulation to present advice on investment proposals, strategies, and models for clients.

• Organize asset allocation recommendations based upon client input, risk tolerance, goals and understanding. Investment Analysis – Stock Trak & CME Challenge August 2021–May2022

• Traded domestic and international stocks, Bonds (Treasury and corporate, Mutual Funds, Index, and Individual Options)

• Future Options (index, financial, commodity, foreign currency), and spot commodity contracts.

• Reported on fundamental analysis results by company and industry comparison including Valuation (DCF) Analysis. ADDITIONAL INFORMATION

George W Coleman Scholarship (Dr. Kathy Kahle) August 2021

• Based on undergraduate academic achievements, anticipated contribution to Master of Science in Finance CFA Attribution 101, Student Managed Investment Fund January 2022

• Relevant coursework: Performance Attribution: Return Attribution, Strategy Benchmarks, Fixed Income Attribution Bloomberg Market Concepts November 2021

• Relevant coursework: Equities, Fixed Income, Currencies, Economic Indicators, Portfolio Management, Equity Options, Commodities, Terminal Basics

Investment Banking – Udemy June 2021

• Relevant coursework: Capital markets- debt & equity, Asset management, financial modeling, DCF Valuation & forecasting, LBO Valuation and building models

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