Adhyan Anand
Tempe,AZ
Summary
Finance and operations professional with expertise in investment strategy, risk analysis, and supply chain optimization. Experienced in developing robo-advisory systems and automating production processes, delivering efficiency gains of 33% and improving delivery performance by 20%. Known for bridging financial acumen with operational insight to drive measurable business results. Seeking to leverage this hybrid expertise in finance and supply chain consulting to deliver scalable, data-driven solutions for global businesses.
Overview
2
2
years of professional experience
Work History
Intern
Jupiter Wealth Advisors
06.2025 - 08.2025
- Researched and contributed to model portfolio development tailored to various investor risk profiles and time horizons, supporting 5+ distinct portfolio strategies (conservative, balanced, aggressive, etc.) with average simulated annualized returns ranging from 6% to 14% .
- Analyzed options and futures strategies , running 20+ scenario-based simulations to assess hedging and speculation outcomes, which improved risk-adjusted returns by 8–12% compared to baseline portfolios across equity, fixed income, and commodities.
- Engaged with financial advisors in over 15 client strategy sessions , strengthening relationship management skills and enhancing client communication, resulting in a 25% improvement in client satisfaction scores during feedback surveys.
Consultant
Wealthdoor
05.2024 - 08.2025
- Contributed to the development of a next-generation robo-advisor , automating investment allocation and rebalancing based on clients' risk management profiles, supporting portfolios simulating $5M+ AUM .
- Generated and refined risk analysis profiles , improving accuracy of client–strategy alignment by 27.5% , resulting in more consistent portfolio performance and reduced mismatch risk.
- Enhanced decision-making algorithms through coding and optimization, increasing adaptability by 15% , enabling faster dynamic adjustments to volatile market conditions.
- Executed targeted digital marketing campaigns , improving engagement by 30% and directly contributing to a 20% increase in client acquisition during the launch phase.
Supply Chain Analyst
Bliss Anand Group
05.2024 - 08.2024
- Collaborated directly with the CEO, Yuvraj Anand , on cross-divisional initiatives, driving production system optimization through automation and developing two proprietary software solutions .
- Designed and implemented automated finance and production modules , improving operational efficiency by 33% and reducing manual processing errors.
- Hosted a company-wide seminar on ChatGPT , training 100+ employees to integrate AI into daily workflows, resulting in measurable productivity gains.
- Organized a large-scale team dinner and recognition event , coordinating speeches by department heads to boost production team morale and engagement .
Production Management Intern
Global Engg. Solutions
06.2023 - 08.2023
- Operated and maintained welding machinery in the assembly of Safety Relief Valves, sustaining a 98% product assembly accuracy rate .
- Performed rigorous pressure system testing on finished products, achieving a 99% pass rate in quality control assessments.
- Optimized the shipping workflow , streamlining processes and improving on-time delivery rates by 20% .
Education
Bachelor of Science - Finance
W. P. Carey School of Business, Arizona State University
Tempe, AZ12-2025
Bachelor of Science - Supply Chain Management
W. P. Carey School of Business, Arizona State University
Tempe, AZ12-2025
Bachelor of Arts - Business Administration
W. P. Carey School of Business, Arizona State University
Tempe, AZ12-2025
Skills
- Financial Analysis & Strategy: Portfolio Development, Risk Profiling, Options & Futures Strategies, Hedging & Speculation, Asset Allocation
- Technical & Analytical Tools: Excel (Advanced), Tableau, Finsys, Python (basic), HTML/CSS/JavaScript
- Operations & Supply Chain: Process Optimization, Production Automation, Inventory Management, Quality Control Systems
- Artificial Intelligence & Automation: AI Integration, Workflow Automation, Decision-Making Algorithms
- Communication & Leadership: Client Relationship Management, Cross-Functional Collaboration, Seminar Hosting, Team Motivation
- Languages: English (Fluent), Hindi (Fluent), French, Spanish, Arabic, Italian (Basic Proficiency)
Accomplishments
- Improved operational efficiency by 33% through finance and production automation.
- Enhanced robo-advisor algorithms by 15% , boosting adaptability to market changes.
- Increased client–strategy alignment accuracy by 27.5% via refined risk profiling.
- Streamlined shipping processes, achieving a 20% improvement in on-time deliveries.
- Trained 100+ employees on AI tools, driving measurable productivity gains.
Timeline
Intern
Jupiter Wealth Advisors
06.2025 - 08.2025
Consultant
Wealthdoor
05.2024 - 08.2025
Supply Chain Analyst
Bliss Anand Group
05.2024 - 08.2024
Production Management Intern
Global Engg. Solutions
06.2023 - 08.2023
Bachelor of Science - Finance
W. P. Carey School of Business, Arizona State University
Bachelor of Science - Supply Chain Management
W. P. Carey School of Business, Arizona State University
Bachelor of Arts - Business Administration
W. P. Carey School of Business, Arizona State University
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