Summary
Overview
Work History
Education
Skills
Honors certifications
Projects
Hobbies and Interests
Certification
Languages
Leadership and community involvement
Timeline
Generic
Naman Jogani

Naman Jogani

Cliffside Park,NJ

Summary

Detail-oriented American citizen with expertise in finance, investment analysis, and strategy, seeking impactful roles in the finance industry to drive growth and innovation. Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs, and transforming customer service standards. Experienced in leading and supervising operational and sales teams.

Overview

1
1
years of professional experience
1
1
Certification

Work History

Founder

Swanmait
01.2022 - 05.2024
  • Founded an e-commerce jewelry brand, scaling it to an inventory value of $20,000+ within two years
  • Implemented financial forecasting and budget optimization strategies, driving 20% growth in year-over-year sales across the US, Canada, and India
  • Streamlined supply chain management and reduced operational costs by negotiating with global suppliers, enhancing the company's profit margins

Research Assistant, Marketing and Economics for Dr Jagdish Sheth

Emory University, Goizueta Business School
10.2021 - 05.2024
  • Supported research on blockchain, cryptocurrency, and emerging technologies, translating complex data trends into clear, actionable financial insights for institutional clients
  • Contributed to the writing of 3 books on customer relationship management (CRM) and digital consumer behavior, providing key financial insights and market analysis
  • Assisted with an investment report for the Indian Consulate General, proposing investment strategies to enhance trade between India and the USA

Research Investment Intern

MGA Ventures
06.2023 - 08.2023
  • Conducted in-depth financial analysis and valuation for 25+ businesses, supporting strategic investment decisions with data-backed insights
  • Developed financial models and analyzed key performance indicators (KPIs), driving improved efficiency and profitability in investment portfolios
  • Assisted in closing 4 deals, contributing to the firm's revenue growth by actively participating in client meetings and delivering actionable recommendations
  • Engaged in 10+ discovery calls with fund managers, expanding the firm's pipeline and facilitating business development

Business Development Intern

State Street - Mercatus
06.2022 - 08.2022
  • Increased client engagement by 25% through the design and implementation of a client spotlights program, which showcased key clients' successes, driving brand visibility
  • Conducted market research to identify trends and growth opportunities, resulting in targeted lead generation strategies that improved conversion rates by 15%
  • Utilized CRM tools to manage client relationships, ensuring consistent engagement and communication across a diverse portfolio of clients

Education

Bachelor of Business Administration - Double Major: Economics

Emory University
Atlanta, GA
05.2024

Skills

  • Financial Analysis: Financial Modeling, Revenue Forecasting, Valuation, Budgeting
  • Data Analysis & Tools: Excel, Power BI, Tableau (Open to learn), Python (Intermediate)
  • Communication: Investor Presentations, Data Visualization, Client Reports
  • Industry Knowledge: Investment Banking, SaaS, E-commerce
  • Team Leadership
  • Strategic Thinking
  • Marketing
  • Entrepreneurial and Innovative
  • Negotiation
  • Consulting
  • Investor Relations

Honors certifications

  • University of Michigan Honors
  • Intro to Psychology
  • Yale University (Coursera)
  • Intermediate Python (DataCamp)
  • Introduction to Generative AI (Google)
  • Product Management: An Introduction (IBM)

Projects

Investment Report for the Consulate General of India: Proposed investment strategies to enhance trade between India and the USA.

Hobbies and Interests

  • Soccer
  • Sketching
  • Gaming (Call of Duty, Fifa)
  • Guitar (Acoustic)
  • Cricket

Certification

  • University of Michigan Honors
  • Intro to Psychology, Yale University (Coursera), Intermediate Python (DataCamp)
  • Introduction to Generative AI (Google)
  • Product Management: An Introduction (IBM)
  • Foundations of Digital Marketing and E-commerce (Google)

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
French
Elementary
Gujarati
Limited Working

Leadership and community involvement

Dhoom Emory, Atlanta, GA, Co-President 

  • Oversaw a group that planned and executed weekly events for more than 200 people while overseeing a $10,000 yearly budget.
  • Increased membership by over 50% as a result of targeted marketing and community involvement programs.
  • Forged alliances with nearby companies and groups to raise the caliber of the event and attract sponsors, ultimately raising funding by 30%., In charge of all club social media accounts with a reach of over 1000 students in the Atlanta area and improved subscriber count by 25%.

Emory University, Student Academic and Activity Center, Atlanta, GA, Facility Attendant

  • Managed membership databases, staff schedules, and facility operations to ensure seamless academic activities., Supported faculty and students by providing necessary resources and managing event logistics.
  • Enhanced operational efficiency through effective communication and organizational skills, contributing to a positive customer experience.

Timeline

Research Investment Intern

MGA Ventures
06.2023 - 08.2023

Business Development Intern

State Street - Mercatus
06.2022 - 08.2022

Founder

Swanmait
01.2022 - 05.2024

Research Assistant, Marketing and Economics for Dr Jagdish Sheth

Emory University, Goizueta Business School
10.2021 - 05.2024

Bachelor of Business Administration - Double Major: Economics

Emory University
Naman Jogani