Vaishnavi Sampath
Apex,NC
Summary
Accomplished finance professional with 7 years of experience in Equity Research, applying for the position of Junior Index Quant Analyst. Willingness to take on added responsibilities to help team achieve company goals and passionate to learn, grow and excel in this field.
Overview
8
8
years of professional experience
3
3
Certification
Work History
Financial Planner
Practitioner
08.2014 - 11.2016
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Advised clients on portfolio allocation and various investment types.
- Developed recommendations specific to client's financial situation on variety of topics.
Equity Research Analyst
Private Ltd
08.2010 - 05.2014
- Analyzed information to determine viability and rebalance portfolio.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Kept pace with economic, industrial and corporate developments impacting clients' financial position.
- Tracked prices, yields and other trends to correctly interpret impacts on recommended stocks.
- Monitored and analyzed financial, statistical and operational data trends.
Dial N Trade Executive
Share Khan Ltd
01.2010 - 06.2010
- Promoted and managed key accounts through direct communication with clients and advising on stock opportunities and market trends.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.
- Drove sales by following up with leads and new customers through outbound calls.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Provided clients with price quotes on securities and financial information on corporations issuing select securities.
- Read financial publications to remain informed about trends affecting market conditions.
Junior Research Analyst
Private Ltd
08.2008 - 12.2009
- Developed charts and reports for clients outlining statistical data points.
- Consolidated financial data and materials for key leadership meetings.
- Presented results of financial analyses to clients verbally and in written form.
- Tracked prices, yields and other trends to correctly interpret impacts on the stocks covered.
- Kept pace with economic, industrial and corporate developments impacting clients' financial wellbeing.
Education
Master of Science - Financial Engineering
Stevens Institute of Technology, United States
Hoboken, NJ05.2025
Associate of Applied Science - Business Analytics
Wake Technical Community College
Raleigh, NC12.2025
Bachelor of Arts - Marketing Management
MOP Vaishnav College For Women
India04.2008
Skills
- Pricing
- Financial Modeling
- Probability Theory
- Derivatives, Options & Greeks
- Financial Planning
- R
- Predictive Analysis
- Statistical Machine Learning
- Python
- Tableau
- SQL
- Data Analysis
Certification
Wake Technical Community College:
Business Analyst
Business Intelligence Analyst
CERTIFIED FINANCIAL PLANNER - Financial Planning Standard Board
Financial Modeling and Valuation Analyst - Corporate Finance Institute
Visa Status
Permanent Resident
Timeline
Financial Planner
Practitioner
08.2014 - 11.2016
Equity Research Analyst
Private Ltd
08.2010 - 05.2014
Dial N Trade Executive
Share Khan Ltd
01.2010 - 06.2010
Junior Research Analyst
Private Ltd
08.2008 - 12.2009
Master of Science - Financial Engineering
Stevens Institute of Technology, United States
Associate of Applied Science - Business Analytics
Wake Technical Community College
Bachelor of Arts - Marketing Management
MOP Vaishnav College For Women
Wake Technical Community College:
Business Analyst
Business Intelligence Analyst
CERTIFIED FINANCIAL PLANNER - Financial Planning Standard Board
Financial Modeling and Valuation Analyst - Corporate Finance Institute
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