Jenna Prasadi
San Mateo,California
Summary
Results-driven finance professional with expertise in portfolio management, ESG analysis, and data-driven decision-making. Proven ability to enhance operational efficiency, deliver client satisfaction, and support strategic business objectives. Adept at leveraging Bloomberg tools for financial analysis and sustainability initiatives.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Portfolio & Risk Specialist
Bloomberg L.P.
07.2024 - 01.2025
- Collaborated with key stakeholders to optimize 87% of Bloomberg tools for portfolio analysis, asset allocation, and performance measurement.
- Enhanced portfolio analysis processes, leading to more accurate and insightful investment decisions.
- Provided expert guidance on the utilization of 90% of Bloomberg tools for diverse player types and workflows, increasing their effectiveness in financial analysis.
- Fostered strong relationships with clients and internal teams, ensuring seamless communication and collaboration.
- Encouraged stakeholders to approach assessments analytically and offer unique insights to bring new understanding to risk management programs.
ESG Specialist
Bloomberg L.P.
02.2024 - 01.2025
- Provided expert assistance to clients in understanding and utilizing Bloomberg's ESG tools effectively.
- Facilitated client training sessions, enhancing their ability to leverage ESG data for informed decision-making.
- Collaborated with internal teams to ensure 100% of ESG tools met client needs and industry standards.
- Analyzed client feedback to drive continuous improvement of ESG tools and services.
- Maintained up-to-date knowledge of ESG trends and regulations to provide relevant insights to clients.
- Actively participated in ESG-related projects, supporting Bloomberg's commitment to sustainability and responsible investing.
Equity Specialist
Bloomberg L.P.
07.2022 - 01.2025
- Utilized Bloomberg's extensive financial data and analytical tools to assist clients in evaluating equity performance, track market trends, and conduct detailed valuations, empowering clients to make informed investment decisions.
- Resolved 90% of terminal-related inquiries efficiently, ensuring seamless client experiences and maintaining 100% customer satisfaction.
- Maintained consistency and clarity in all communications, avoiding financial jargon to ensure comprehensibility for clients of varying expertise levels.
- Consistently achieved performance targets, reinforcing Bloomberg LP's reputation as a leader in financial data and analytics.
Sales Operations & Analytics Intern
Vendition
08.2021 - 05.2022
- Developed detailed Excel reports for analytical purposes, contributing to data-driven decision making.
- Presented findings to senior leadership, supporting strategic initiatives and operational improvements.
- Managed data lead entry and input and organized a minimum of 70 leads daily into Excel, ensuring accuracy and efficiency in data management.
Financial Products Analytics and Sales Intern
Bloomberg L.P.
06.2021 - 08.2021
- Completed projects addressing client needs on the terminal.
- Enhanced operational efficiency by enabling the team to reallocate time towards strategic tasks, leading to improved overall productivity.
- Supported sales efforts through data-driven insights and analytics, contributing to informed decision-making.
- Improved workflows by identifying inefficiencies and implementing targeted automation solutions.
- Delivered analytical support and process improvement strategies that aligned with organizational priorities and goals.
Sales Development Intern
Vendition
03.2021 - 06.2021
- Collaborated with cross-functional teams to develop, refine, and update prospecting criteria.
- Facilitated the sales team's ability to concentrate on high-value opportunities by improving lead prioritization.
- Enhanced the efficiency of the sales pipeline by diligently tracking leads, appointments, and conversions.
Education
Bachelor of Science - Finance & Minor in Economics
San Jose State University
San Jose, CA05.2022
Associate's Degree - Business Administration & Economics
Cañada College
Redwood City, CA05.2020
Skills
- Financial Analysis: Portfolio Management, Equity Valuation, ESG Reporting, Market Research, Trend Monitoring
- Tools: Bloomberg Terminal, Excel (Advanced)
- Soft Skills: Communication, Team Collaboration, Problem Solving, Critical Thinking
Certification
- CodePath iOS Development course at San Jose State University
- Bloomberg Market Concepts (BMC) Certified
Leadership Experience
- President and Co-Founder, Rotaract Club at San Jose State University: Established and led a community-focused organization, recruiting 30+ members and fostering a culture of service and leadership.
- Vice President of Finance and Operations & Co-Founder, Vendition at San Jose State University: managed the club's budget and financial planning, ensuring efficient allocation of resources to support events and initiatives.
- Junior Analyst, Forest Systems Student Managed Investment Fund (SJSU Spartan Fund): Evaluated and presented stock recommendations through fundamental and technical analysis.
Timeline
Portfolio & Risk Specialist
Bloomberg L.P.
07.2024 - 01.2025
ESG Specialist
Bloomberg L.P.
02.2024 - 01.2025
Equity Specialist
Bloomberg L.P.
07.2022 - 01.2025
Sales Operations & Analytics Intern
Vendition
08.2021 - 05.2022
Financial Products Analytics and Sales Intern
Bloomberg L.P.
06.2021 - 08.2021
Sales Development Intern
Vendition
03.2021 - 06.2021
Bachelor of Science - Finance & Minor in Economics
San Jose State University
Associate's Degree - Business Administration & Economics
Cañada College
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