MBA - Sustainability
Bard College
Brooklyn, NY05-2026
Manjot Kaur
Hicksville,NY
Summary
Strategic and results-driven finance professional with a solid foundation in finance and sustainability, currently pursuing an MBA in Sustainability at Bard College. Combines financial expertise and analytical skills with a deep commitment to advancing environmental responsibility, aiming to drive sustainable financial solutions and positive change.
Education
Bachelor of Science - Finance
Adelphi University
Garden City, NY05-2024
Timeline
MBA Consultant
Centerbridge Partners
10.2024 - Current
Wealth Management Intern
Morgan Stanley
09.2023 - 11.2024
Summer Financial Analyst
ING
06.2023 - 08.2023
Finance Manager
Flynn Zito Capital Management
01.2023 - 04.2023
MBA - Sustainability
Bard College
Bachelor of Science - Finance
Adelphi University
Work History
MBA Consultant
Centerbridge Partners
New York, NY
10.2024 - Current
- Update the internal ESG framework used for investment committee reviews and ongoing portfolio monitoring.
- Conduct audits of portfolio companies to assess ESG maturity and identify opportunities for improvement, ensuring alignment with sustainability goals.
- Collaborate with portfolio companies to develop and scale sustainable value creation strategies as part of their value creation plans.
- Create and manage the sustainability-linked loan playbook for private equity, credit, and real estate strategies, enabling portfolio companies to leverage loans as part of the capital structure.
Wealth Management Intern
Morgan Stanley
Garden City, NY
09.2023 - 11.2024
- Conducted research on current market trends and economic conditions for clients' investment decisions.
- Provided support with administrative tasks such as filing documents, scheduling meetings.
- Attended client meetings to discuss investment objectives and provide insights into the markets.
- Reviewed client accounts regularly to ensure accurate record keeping and compliance with regulations.
Summer Financial Analyst
ING
New York, NY
06.2023 - 08.2023
- Managed month-end and year-end close processes, ensuring timely and accurate financial reporting.
- Developed and implemented financial reporting procedures to ensure accuracy and compliance with GAAP.
- Developed daily reports of Nostro balance movements with an emphasis on identifying trends and potential risks.
Finance Manager
Flynn Zito Capital Management
Garden City, NY
01.2023 - 04.2023
- Participated in retention of trading forms and attended weekly wholesaler meetings, providing support during the quarterly rebalancing process, and learning about the dynamic trading environment.
- Observed all phases of the firm's client engagement process, including referrals, proposals, and annual service meetings, gaining comprehensive insight into wealth management strategies and client interactions.
- Assisted in preparing presentations for senior management meetings, including data analysis and slides preparation.
Languages
English
Native/ Bilingual
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
Urdu
Professional
Skills and Involvement
- Skills: Proficient in Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, Financial analysis, data analysis, financial modeling, ESG reporting, sustainable frameworks, equity research, business strategy, market research
- Graduate Involvement: Alliance for Responsible Capitalism, Net Impact, Student Council, Careers Committee
- Interests: Reading (business and thrillers), fitness and wellness, exploring art galleries, and cultural travel.
Similar Profiles
Melissa DiassoMelissa Diasso
Dental Assistant at Dental Partners of Towson & Dental Partners of Owings MillsDental Assistant at Dental Partners of Towson & Dental Partners of Owings Mills
OKUWA EBUNJESU SAMUELOKUWA EBUNJESU SAMUEL
PROJECT ENGINEER at Sanni, Ojo and Partners Consulting Limited, Ojo and Partners Consulting Limited, SOPPROJECT ENGINEER at Sanni, Ojo and Partners Consulting Limited, Ojo and Partners Consulting Limited, SOP
Sarthak ShahSarthak Shah
Tax Associate at Apple Growth Partners (Burton Partners)Tax Associate at Apple Growth Partners (Burton Partners)
Eddie DislaEddie Disla
Certified Flight Instructor at Academy of AviationCertified Flight Instructor at Academy of Aviation
Jacqueline GranadosJacqueline Granados
Medical records & billing coordinator at Professional Evaluation GroupMedical records & billing coordinator at Professional Evaluation Group