Srimanth Kumar
New Graduate (Finance)
Nashua
Summary
Bachelors in Finance graduate with extensive knowledge in equity analysis, fixed income analysis, financial management, and general market discussion. Experienced in customer acquisition, developing research, strategic thinking, and presenting research to investors during my time managing my own investment club and my former school's. Extremely curious, coachable, driven, self-motivated, team-player ready to learn from the professionals at Fidelity.
Overview
3
3
years of professional experience
Work History
Founder
Lucid Capital Fund (Investment Club)
01.2020 - 11.2022
- Defined company roles and responsibilities to establish and enhance processes.
- Established organizational mission statement through extensive collaboration and review.
- Managed teams of 5 professionals focused on improving Investment initiatives.
- Monitored, managed and developed investment portfolios.
- Created and executed aggressive investment strategies to increase returns for clients.
- Raised capital, multiple times, by bringing in new clients with similar interest in the market and investment objective.
- Maintained transparent financial accounting.
Sales and Marketing Intern
Hexplora
02.2021 - 09.2021
- Tracked, measured and reported on trends for sales team analysis and decision making.
- Contacted prospective customers through phone calls and emails to develop business.
- Collected and analyzed data on vendor demographics, preferences and needs.
- Assisted in creating written, video and image content for marketing channels.
- Sat in on sales team trainings to learn successful selling tactics and persuasion techniques.
- Wrote copy for social media posts, promotional emails and other marketing collateral.
- Assisted marketing coordinators and graphic designers with website copywriting and proofing.
- Collaborated with team members to help expand marketing channels.
- Contributed to mock-ups, email campaigns and social media content.
- Designed and presented social media campaign ideas.
- Tracked social media trends and adapted to attract target follower demographic.
- Assisted in managing corporate social media channels.
Education
BBA - Finance
University of Massachusetts, Lowell
Lowell, MA 05.2001 -
Skills
Financial Management
Equity Analysis
Fixed Income Analysis
Customer acquisition
Microsoft Office
CRM
Graphic design
Timeline
Sales and Marketing Intern
Hexplora
02.2021 - 09.2021
Founder
Lucid Capital Fund (Investment Club)
01.2020 - 11.2022
BBA - Finance
University of Massachusetts, Lowell
05.2001 -
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