Rodney Monteiro
Jersey City,NJ
Summary
Accurate research analyst skilled in both conventional and contemporary research techniques. Competent in evaluating company performance and offering strategic solutions. Hands-on experience with financial tools and software.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Research Analyst
Merit Data and Technology
07.2023 - 08.2024
- Conducted in-depth analysis on over 500 global maritime, engineering, and energy companies, utilizing Bloomberg and annual reports to identify investment opportunities in markets with a combined capitalization exceeding $1 trillion
- Evaluated the creditworthiness of companies through detailed analysis, employing financial models and risk assessment tools
- Interpreted key data sets to assess industry trends and their potential impacts on companies, directly influencing capital allocation decisions for investment portfolios valued at over $10 billion.
Business Service Executive
Wealth Cafe Business Advisors Private Ltd
06.2021 - 03.2023
- Consolidated tax returns by accumulating and processing financial accounting data for 50+ clients using SAP and QuickBooks
- Filed monthly tax returns and statutory liabilities for large firms with a combined revenue of over $5 million
- Administered high-quality work by identifying and resolving issues and exceeding client expectations resulting in a 90% increase in client retention.
English Language Instructor (NGO)
Inner Wheel India
08.2018 - 04.2019
- Established clear objectives for lessons, units, and projects which aided in the smooth transition of students
- Developed and performed written, oral, and performance assessments, and graded student work in accordance with performance standards encouraging a 25% increase in class participation.
Data Research Analyst
Altiespace
01.2017 - 02.2018
- Illustrated clear and compelling visualizations, such as graphs and charts in MS-Office, to effectively communicate data analysis results
- Analyzed product and segment trends across sales channels to optimize the value proposition and drive business growth by 40%
- Classified substantial amounts of data across multiple platforms and sources to determine operational impacts and actionable outcomes.
Education
MBA (Finance) -
New York Institute of Technology
New York, NY05.2026
Bachelor of Commerce -
St. Andrews College
India05.2021
HSC (Commerce) -
Don Bosco Junior College
India05.2017
Skills
- Market Evaluation - Bloomberg
- Securities Comparison
- Microsoft Office - Advanced
- Financial Reporting - SAP
- Accounting - QuickBooks
- Financial Analysis
- Bilingual - English and Hindi
- Analytical Spreadsheets
- Impactful Presentations
- Data Analytics
- Project Management
- Excel Macros
Certification
- Accounting and Finance Course - ICA Edu
- Financial Analysis, Valuation and Risk Management - Columbia University in partnership with Hero Vired
- Soft Skills Expert Course - Tata Consultancy Services
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Financial Research Analyst
Merit Data and Technology
07.2023 - 08.2024
Business Service Executive
Wealth Cafe Business Advisors Private Ltd
06.2021 - 03.2023
English Language Instructor (NGO)
Inner Wheel India
08.2018 - 04.2019
Data Research Analyst
Altiespace
01.2017 - 02.2018
MBA (Finance) -
New York Institute of Technology
Bachelor of Commerce -
St. Andrews College
HSC (Commerce) -
Don Bosco Junior College
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