Prachiti Bangale
Lehi,UT
Summary
Results-oriented investment professional with 7 years of expertise in data analysis, risk management and market research. Proven track record of driving successful investment strategy launches for 50+ HNI's, collaborating with cross functional teams to gather requirements and achieve client's goals and objectives. Exceptional at developing impactful financial reports, leading to a substantial enhancement of 20% in customer satisfaction.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Visa
10.2023 - Current
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Provided vital insights for business development initiatives through diligent market research and competitive analysis.
- Supported executive decision-making by providing data-driven insights on revenue trends and cost drivers.
- Utilized tableau and advanced Excel functions such as pivot tables and VLOOKUPs to streamline manual tasks associated with data entry and analysis.
Portfolio Manager
STRAFOX CAPITAL
04.2020 - 09.2023
- Thoroughly analyze investment portfolio of the company, encompassing approximately $100 million in debt and direct equities, to provide valuable insights for informed decision-making.
- Led cross-functional teams in implementing innovative investment strategies across 10 portfolios.
- Collaborated with product development and marketing teams, conducting comprehensive analysis on fin-tech startups to identify prospective investments.
- Leveraged data visualization techniques to drive the acquisition of two startups, effectively presenting the findings.
Treasures Relationship Manager
DEVELOPMENT BANK OF SINGAPORE, DBS
12.2018 - 03.2020
- Cultivated and nurtured relationships with 50+ high net worth clients over 3 years by providing expert advice on investment and estate planning; increased AUM by $30M and raised client satisfaction score by 15%
- Evaluated financial data from 10+ countries using time series and regression models to forecast the impact of currency fluctuations on pricing
- Implemented a strategy that effectively mitigated currency risk by 40%
- Identified and targeted high-growth markets using data analysis and market research tools; developed new sales strategies that yielded $100Mn in annual revenue and expanded customer base by 25%
- Collaborated with institutional banking department, identifying $1.2M in cost-saving opportunities and implementing process improvements, resulting in a 20% reduction in operating expenses
- Revamped team efficiency by 40% and achieved a 25% improvement in quality through the consolidation of 70+ international and domestic accounts using GAP analysis.
Elite Wealth Manager
RELIANCE CAPITAL ASSET MANAGEMENT
05.2016 - 11.2018
- Spearheaded the creation of debt reduction and savings strategies for clients and presented actionable recommendations that helped clients save an average of $800 per month.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Identified key performance indicators for tech industry and executed a data-driven strategy that increased the client's annual revenue by $2M.
Education
MASTER OF SCIENCE - GLOBAL FINANCE
New York University, Leonard N. Stern School of Business
New York, NYMBA - MARKETING
Institute of Technology And Management
Mumbai, India05.2016
Skills
- Morning Star- Market Research
- Investment Opportunity Identification
- Salesforce - CRM
- Project Management
- Financial And Operational Reporting
- Data Analysis
- Tableau
- Time-Series Regression
Timeline
Financial Analyst
Visa
10.2023 - Current
Portfolio Manager
STRAFOX CAPITAL
04.2020 - 09.2023
Treasures Relationship Manager
DEVELOPMENT BANK OF SINGAPORE, DBS
12.2018 - 03.2020
Elite Wealth Manager
RELIANCE CAPITAL ASSET MANAGEMENT
05.2016 - 11.2018
MASTER OF SCIENCE - GLOBAL FINANCE
New York University, Leonard N. Stern School of Business
MBA - MARKETING
Institute of Technology And Management
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