Shoheb Khan

Business Development Intern

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Hyderabad, Telangana, India

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Timeline
About me
Senior Associate Specialist, Client Consulting at FactSet | PGDM (Finance) | BBA (Finance)| Certified Research analyst
Education
- Dr. Ambedkar institute of management studies and research
  2017 - 2020
  Bachelor of Business Administration - BBA Finance, General
  Activities and Societies: Cricket, Badminton, Quiz competitions Completed graduation in BBA in year 2020
- IFEEL - Institute for Future Education Entrepreneurship and Leadership
  2020 - 2022
  PGDM Finance
  Activities and Societies: Core member of The Finance Club, iFEEL
Experience
- Innovators and You
  May 2021 - Jul 2021
  Business Development Intern
- Margin Sentiment Advisorys Pvt Ltd
  Jun 2021 - Aug 2021
  Financial Analyst
- FactSet
  Apr 2022 - now
  • Working as a consultant and assisting the client from various reputed accounting andinvestment banking firms including Raymond James, JPMorgan chase, Deutsche Bank, RBC andwells Fargo with projects including Investment strategy, forecasting and budgeting, financialmodeling, portfolio and returns analysis, financial planning etc, considering the standard SOPs ofthe organisations.• Handling and assisting the cients including MDs, VPs CFOs directly through internalcommunication systems and calls.Preparation and review with Investment Specialists of custom client reports.• Reviewing new portfolio design and investment strategies for investor suitability.• Working with portfolio managers to build and monitor risk and return in portfolios Show less
  - Senior Associate Specialist
    Apr 2024 - now
  - Advisor, Client Solutions
    Apr 2022 - now
Licenses & Certifications
- FactSet Portfolio Analysis Certification
  FactSet
  Mar 2023
- Financial Analysis
  UpGrad
  Jan 2022
- Investment Banking Training
  TradeTheMarkets
  Jun 2021
- Advanced Sales Analytics
  Udemy
  Mar 2021
- Getting started with digital marketing
  UpGrad
  Sept 2020
- Business Analytics
  UpGrad
  Aug 2020
- Communication Skills
  TCS iON
  May 2020
- Research Analyst
  National Institute of Securities Markets (NISM)
  Mar 2022
- Mutual Fund Distributor
  National Institute of Securities Markets (NISM)
  Sept 2021
- Advanced Microsoft Excel
  Tata Steel
  Jul 2020
Honors & Awards
- Awarded to Shoheb Khan
  Participated in Tata Imagination Challenge Dare2Compete Nov 2020 I participated in the Tata Imagination Challenge to compete rapid analysis of Financial Statements using MS Excel.
- Awarded to Shoheb Khan
  Intercollegiate Online Quiz on Financial Management VMV Commerce, JMT Arts and JJP Science College, Nagpur May 2020