Summary
Overview
Work History
Education
Timeline
Generic

Kavin Shukla

Roslyn Heights,NY

Summary

Results-driven analyst with a proven track record at Robinhood, excelling in financial analysis and SQL programming. Successfully closed multiple high-value deals, and contributed to data-driven decision-making through advanced financial modeling and product analysis. Proficient in data visualization and contract analysis, demonstrating strong analytical skills and effective communication in fast-paced, collaborative environments.

Overview

4
4
years of professional experience

Work History

Analyst

Robinhood
05.2025 - Current
  • Led a company-wide data initiative, creating and presenting a high-impact project to senior leadership.
  • Developed and deployed multiple advanced SQL queries that have generated over $1.5M in operational savings.
  • Analyzed large-scale financial and operational data using SQL and Excel to drive efficiency and strategy.
  • Collaborated cross-functionally with product, engineering, and finance teams to implement data solutions.
  • Delivered actionable insights through presentations, influencing strategic decisions across departments.

Intern

Premium Merchant Funding
05.2024 - 12.2024
  • Analyzed business bank statements, tax returns, and income statements to evaluate financial health.
  • Drafted contracts and offer letters in accordance with underwriting guidelines and financial metrics.
  • Gained expertise in 24 financial products, applying customized analysis for each.
  • Supported client acquisition efforts through cross-functional collaboration to facilitate deal execution.
  • Successfully coordinated and closed over five deals, including one valued at $250,000.

Wealth Management Intern

Wells Fargo Advisors
01.2024 - 05.2024
  • Assisted with portfolio documentation, financial reporting, and account maintenance for high-net-worth clients.
  • Conducted market and economic research to inform investment planning and asset allocation strategies.
  • Prepared client-ready materials while gaining exposure to retirement planning and risk tolerance assessments.
  • Supported day-to-day operations within wealth advisory team, deepening understanding of personalized financial solutions.

Wealth Management Intern

Raymond James
05.2022 - 08.2022
  • Conducted research and analysis on equities, bonds, and mutual funds to enhance client investment strategies.
  • Summarized key market events and economic trends for advisor briefings.
  • Organized client financial documents, including tax returns and account statements.

Product Manager

Ripple Health
01.2021 - 08.2022
  • Managed production workflows, employee coordination, and product distribution for medical devices in a startup environment

Education

Finance and Statistics, Minor in Spanish

University of Rochester
Rochester, NY
05.2026

Timeline

Analyst

Robinhood
05.2025 - Current

Intern

Premium Merchant Funding
05.2024 - 12.2024

Wealth Management Intern

Wells Fargo Advisors
01.2024 - 05.2024

Wealth Management Intern

Raymond James
05.2022 - 08.2022

Product Manager

Ripple Health
01.2021 - 08.2022

Finance and Statistics, Minor in Spanish

University of Rochester

Similar Profiles

CREATE PROFILE
Kavin Shukla