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Swati Iyer

Swati Iyer

Wealth Management Intern

Followers of Swati Iyer422 followers
location of Swati IyerBrussels, Brussels Region, Belgium

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  • Timeline

  • About me

    Tax Operations Analyst at Euroclear

  • Education

    • Hiranandani Foundation School

      2012 - 2014
      High School

    • D.A.V Public School

      2000 - 2012
      High School

    • Aston University

      2018 - 2019
      Master's degree Finance, General

      Activities and Societies: Aston Trading & Investment Society • In-depth understanding of various market structures, quantitative and analytical skills with modules like Valuation of investments, Quantitative methods for finance, Security Analysis, International finance & risk management.• Practical implication of the knowledge with module trading techniques on the Thompson Reuters trading platform and Bloomberg Trading Platform.Final project: A full financial analysis and company valuation of a FTSE250 company

    • University of Mumbai

      2014 - 2017
      Bachelor's Degree Accounts and Finance A

      • Detailed study of Financial Accounting, Cost Accounting, Auditing, Taxation, Business Law, Micro and Macroeconomics, Business Management.• Learnt basic usage of Tally accounting software under module Information Technology in Semester 1 and 2.

    • Grenoble Ecole de Management

      2019 - 2021
      Master's degree Management

      Double Degree Program with Aston UniversityModules: Advanced Decision Techniques, Leadership & Responsibilty Management, Stratergy Innovation and Entrepreneurship, Corporate Governance, Geopolitics, Digital Marketing, etc.

  • Experience

    • Bonanza Portfolio Ltd

      Apr 2016 - Jun 2016
      Wealth Management Intern

      Responsible with calling and meeting with high net worth individuals and explaining to them various products offered by the company.Aided planning of the portfolio of a client.

    • Netafim Agricultural Financing Agency Pvt Ltd

      Aug 2017 - Nov 2017
      Credit Intern

      > Support in processing of loan applications> Checking the required documents according to KYC requirements> Generation of credit scores (CIBIL)> Sanction support> Support during internal audit

    • RGBA STUDIOS PRIVATE LIMITED

      Jan 2018 - Mar 2018
      Business Research Intern

      Responsible for conducting research on potential clientele and target group for various verticals of the company across multiple continents and presenting them to the senior management and CEO,

    • Aperam

      Jul 2020 - Dec 2020
      Pricing Analyst Intern

      > Contribute to the creation and success of Big Data pricing tool in Europe (development, change management)> Supporting the weekly analysis of pricing in Europe (Data analysis, slides)> Create dashboards and reporting to help the business> Analyzing the performance (pricing, margin) and find new levers for growth

    • Euroclear

      Jan 2023 - now
      Tax Operations Analyst

  • Licenses & Certifications

    • Bloomberg Market Concept

      Bloomberg LP
      Jan 2019

    • Google Analytics Individual Qualification

      Google
      Dec 2019

    • Certified Financial Planner (CFP)

      Financial Planning Standards Board Ltd.

  • Honors & Awards

    • Awarded to Swati Iyer
      Aston Excellence Scholarship Aston University

  • Volunteer Experience

    • General Body Member

      Issued by AIESEC on Aug 2016
      AIESECAssociated with Swati Iyer