Talk to sales Try for Free
Aanchal Saini

Aanchal Saini

Wealth Management Intern

Followers of Aanchal Saini3000 followers
location of Aanchal SainiBoston, Massachusetts, United States

Connect with Aanchal Saini to Send Message

Connect

Connect with Aanchal Saini to Send Message

Connect

  • Timeline

  • About me

    STEM MBA candidate at Boston College | Passed CFA Level 3

  • Education

    • Boston College Carroll School of Management

      2023 - 2025
      Master of Business Administration - MBA (STEM)

      Dean's scholarship recipientElected head of Alumni & Networking department of the Graduate Management Association student body

    • SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

      2017 - 2020
      Bachelor of Science Finance, General

      Activities and Societies: Committee member in the security department at NMIMS’ intercollege fest (Vaayu), 2018 Coursework: Strategic management, Principles of Marketing, Principles of Management, Corporate finance, Financial statement analysis and business valuation, Derivatives, Alternative investments, Banking and insurance• Research paper: Saini, A; et.al. (2018). “Application of operations research in the Indian Aviation Industry”. International Journal of Advance Research, Ideas and Innovations in Technology. Oct 2018, Vol 5, Issue 10 (ISSN-2454-132X)• Certification course:… Show more Coursework: Strategic management, Principles of Marketing, Principles of Management, Corporate finance, Financial statement analysis and business valuation, Derivatives, Alternative investments, Banking and insurance• Research paper: Saini, A; et.al. (2018). “Application of operations research in the Indian Aviation Industry”. International Journal of Advance Research, Ideas and Innovations in Technology. Oct 2018, Vol 5, Issue 10 (ISSN-2454-132X)• Certification course: Bloomberg Market Concepts, by Bloomberg for Education, Credential ID: 154866530332 Show less

    • JAI HIND COLLEGE, MUMBAI

      2015 - 2017
      Computer Science

      Coursework: Computer science, Math, Physics, Chemistry

  • Experience

    • Tata Capital

      May 2019 - Jun 2019
      Wealth Management Intern

      • Understood the company’s financial products such as mutual funds and portfolio management services.• Extracted mutual fund performances from the ICRA MFI tracker.• Prepared mutual fund performance presentations for clients to assess their portfolios.

    • Morningstar

      Oct 2020 - Aug 2022

      •Worked as the founding member of the first-ever team at Sustainalytics (India), for the launch of the new EU Taxonomy Solution product, that helps investment decision makers understand the alignment of various business models with environmentally green economic activities• Worked in a global team with Middle and Senior Management from Romania and the Netherlands.• Screened corporate filings and websites to identify relevant data for a set of environmental metrics as described in the EU Taxonomy Guide.• Performed financial analysis on ~12,000 companies across industries & countries to quantify involvement in environmental activities by analyzing financial metrics such as revenue, capital & operating expenditureMore about this project: https://bit.ly/3A6NIfs Show less

      • Senior Research Associate

        May 2022 - Aug 2022

      • Research Associate- II

        Jan 2022 - May 2022

      • Research Associate- I

        Oct 2020 - Dec 2021

    • Artha Energy Resources

      Sept 2022 - May 2023
      Associate

      • Spearheaded the identification, conversion, and on-boarding of 12 new Engineering, Procurement and Construction (EPC) channel partners for RenewShare.• New Online Marketplace: Worked with the Founder & CEO in establishing RenewShare, a comprehensive marketplace connecting and aiding the entire value chain in the solar industry• Renewables Investment Fund: Collaborated with Legal Team to set up a $6 mil renewable investment fund and raised $2.5 mil debt for it.• Formulated a model to analyze cost savings of onsite solar plants for clients and compare financing options of opex vs capex vs operating lease. Developed a flexible pricing structure and negotiated long-term contracts with clients such as HUL, Legrand, FDC ltd..• Acquisition Strategy: Created a financial model for the acquisition of five 13-year-old windmills valued at ~$100k each in Maharashtra which will be added to the SPV fund eventually.• Leadership: Led a team of 2 analysts. Show less

    • WeaveGrid

      Jan 2024 - Jan 2024
      MBA Summer Intern

  • Licenses & Certifications

    • Bloomberg market concepts

      Bloomberg for education
      Sept 2019

    • Passed CFA Level I

      CFA Institute
      Feb 2021
      View certificate certificate

    • Passed CFA Level II

      CFA Institute
      Nov 2021

    • Passed CFA Level III

      CFA Institute
      Sept 2022

  • Honors & Awards

    • Awarded to Aanchal Saini
      Top Performance Impact Award - May 2022

  • Volunteer Experience

    • Mentor

      Issued by The Lighthouse Project India on Sept 2019
      The Lighthouse Project IndiaAssociated with Aanchal Saini

    • Fundraiser and Volunteer

      Issued by The welfare of stray dogs on May 2020
      The welfare of stray dogsAssociated with Aanchal Saini