Overview
Work History
Education
Skills
Projects
Timeline
Generic

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
Ashma Giri