Pratik Devnani

Experience

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  Math Assistance Center at IUPUI

  Aug 2019 - Aug 2022

  Assistant Manager & Finite Mathematics Academic Mentor

  • Directed 70+ tutors in assisting students with statistics, calculus, and algebra by identifying common areas of difficulty, therefore improving scores by approximately 25% across all sections.• Executed a virtual tutoring program during Covid-19 enabling access to tutoring for 400+ students.

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  Bepko Learning Center at IUPUI

  Aug 2019 - Dec 2020

  Business Academic Mentor

  My role is to provide students with a structured, collaborative learning environment and activities that will help them achieve academic success in the Introduction to Business course. It is my goal to assure that students understand the fundamentals of Business so that they can go on to prosper during their journey at the Kelley School of Business.

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  Goldman Sachs

  Jun 2021 - Aug 2021

  Summer Analyst

  • Strategized and promoted investment ideas with a vice president for a $250MM AUM portfolio boosting clientele by 10% through matching financial goals with risk-reward profiles across diverse asset classes.• Applied Goldman’s training in investments, insurance, mortgages, and banking to meet client financial needs and boost revenue growth across investment platforms, private banking, and lending services.

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  Goldman Sachs

  Jul 2022 - Jul 2023

  Analyst

  • Devised investment solutions alongside 3 vice presidents by comparing historical performance and risk of several asset managers for a portfolio size of $300MM in AUM, improving return on assets by 17%.• Maximized the wealth of 50+ clients by utilizing tax loss harvesting, options, mutual funds, and ETF strategies and pairing them to Goldman’s investment opportunities.• Forecasted 200 tax projection reports by leveraging Bloomberg’s tax planner software preventing federal tax penalties for 50+ clients.• Conducted research on employee benefits offered to clients for 10 specific companies, helping clients optimize employer-sponsored financial benefits and increase wealth by 7% on average. • Constructed fully operational models utilizing the Monte Carlo simulation to project future cash flow and financial stability, increasing the probability of clients achieving their retirement goals.• Presented 50+ quarterly investment performance reports focused on client-specific risk exposure, volatility, and portfolio rebalancing, maintaining asset allocation within a corridor of +/-5%. Show less