Ashma Giri
Bay Point,CA
Overview
5
5
years of professional experience
Work History
Insurance Reinsurance - Underwriting Assistant
AXA XL
Walnut Creek
05.2023 - Current
- Assess risk and verify underwriting packages' completeness
- Gather essential information from brokers
- Apply underwriting rules to pre-analyze submissions
- Coordinate with underwriters, brokers, and internal teams
- Monitor multiple task workflows and track status
- Communicate account updates for policy issuance and premium collection.
Corporate and Investment Banking - Institutional Investment Operations Associates
Wells Fargo
San Leandro
09.2022 - 04.2023
- Reconciled, matched, and investigated trades related to Foreign Exchange Transactions
- Researched and resolved various issues related to trade capture, settlement, and amendment
- Exercised good judgement while mitigating any associated risk
- Worked with multiple teams to resolve different issues and replied to inquiries.
Business Office Associate
CarMax
San Jose
07.2021 - 07.2022
- Collaborated with management to enhance processes and profitability
- Assisted customers with vehicle paperwork and clarified finance terms
- Enhanced customer experiences, leading to improved survey results
- Organized vehicle data and documents.
Associate Banker
J.P Morgan Chase
Emeryville, CA
11.2019 - 09.2020
- Ensured financial controls, executed customer transactions, assisted with account openings, and implemented theft prevention measures.
Account Manager
Transcendent Solutions
Berkeley, CA
01.2019 - 06.2019
- Marketed products at events, trained new members, collaborated with senior managers, and managed a sales team of 3.
Education
B.S - Business Administration/ International Business, Finance
San Jose State University
Skills
- Analytical
- Attentive to details
- Communication and Collaboration
- Conflict Mitigation
- Critical Thinking
- Financial Analysis
- Microsoft Office
- Negotiation
- Organization
- Problem Solving and Research
- Risk Assessment
- Sales
- Task Management
- Teamwork and Leadership
Projects
Global Venture Project, Financial Feasibility Analyst
- Collaborated with a team of 5 as a Financial Feasibility Analyst for the Global Venture Project.
- Prepared pro forma income statement for startup launch.
- Conducted comprehensive analysis of potential business risks.
- Presented financial analysis to class and professor for feedback.
- Demonstrated effective communication of complex financial concepts.
- Gained experience in financial analysis, risk management, and teamwork.
Investment Analysis Project, Investment Analyst
- Actively managed a stock portfolio with teammates for four months in the Investment Analysis Project.
- Conducted extensive research to inform stock buying and selling decisions weekly.
- Achieved a profit of approximately $80,000 by the project's end.
- Analyzed portfolio's overall profit and loss to identify areas for improvement.
- Presented investment strategy to the team, sharpening analytical and research skills.
Timeline
Insurance Reinsurance - Underwriting Assistant
AXA XL
05.2023 - Current
Corporate and Investment Banking - Institutional Investment Operations Associates
Wells Fargo
09.2022 - 04.2023
Business Office Associate
CarMax
07.2021 - 07.2022
Associate Banker
J.P Morgan Chase
11.2019 - 09.2020
Account Manager
Transcendent Solutions
01.2019 - 06.2019
B.S - Business Administration/ International Business, Finance
San Jose State University