Shoheb Khan

Shoheb Khan

Business Development Intern

Followers of Shoheb Khan880 followers
location of Shoheb KhanHyderabad, Telangana, India

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  • 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