
Bhavya Sethi
Business Development Intern

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About me
Picton Mahoney Asset Management | Investment Performance & Analytics | MSc Finance, SFU | CFA Level 1
Education

CFA Institute
-CFA FinanceCFA Level 1 Cleared

Delhi University
2015 - 2018Bachelor of Commerce - BCom (Honors) Commerce 7.392/10Activities and Societies: Treasurer - Centre for Ethics and Values, Ramanujan College Finance Team Member - Enactus Ramanujan College

Beedie School of Business at Simon Fraser University
2022 - 2023MSc Finance Finance and Financial Management Services
Experience
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Ola (ANI Technologies Pvt. Ltd)
Jun 2016 - Jul 2016Business Development Intern
IHS Markit
Aug 2018 - Feb 2019Dividend Forecasting and Corporate Action Analyst
EY
Oct 2019 - Sept 2021Advanced Assurance Associate
Oct 2020 - Sept 2021Assurance Associate
Oct 2019 - Sept 2020

Mercer
Sept 2021 - Aug 2022Investment Consulting Associate - Performance Reporting & Attribution Analysis.webp)
Student Investment Advisory Service (SIAS)
Sept 2022 - Jan 2024Investment Analyst - Equity Research & Macros Update
Beedie School of Business at Simon Fraser University
Jan 2023 - Apr 2024Undergraduate Teaching Assistant - Business Fundamentals & Critical Thinking in Business
British Columbia Rapid Transit Company
Feb 2024 - Apr 2024Financial Analyst
Picton Mahoney Asset Management
May 2024 - nowInvestment Performance Analyst
Licenses & Certifications
- View certificate

Financial Modeling and Forecasting Financial Statements
LinkedIn Learning 2Jan 2022 - View certificate

Blockchain Basics
LinkedIn Learning 2Dec 2021 
McGill Personal Finance Essentials
McGill University - Desautels Faculty of ManagementJul 2020- View certificate

Python 1: Core Data Analysis
The Marquee GroupOct 2022 - View certificate

Building a Financial Model (of a Company)
The Marquee GroupJun 2023 - View certificate

EY Sustainability - Climate Change and Sustainability - Bronze
EYApr 2021 - View certificate

Excel 1: Core Data Analysis
The Marquee GroupJun 2023 - View certificate

Bloomberg Market Concepts
Bloomberg LPSept 2022
Honors & Awards
- Awarded to Bhavya SethiSpotlight Award Mercer Jun 2022 Spotlight Award
- Awarded to Bhavya SethiHighest Performing Team Award EY Mar 2021
- Awarded to Bhavya SethiEY Bravo Award EY Dec 2020 The onshore team from our Chicago office has nominated me in recognition of my consistent delivery of high-quality work and strong time management skills demonstrated during my involvement in an audit project for a leading industrial equipment manufacturer.
- Awarded to Bhavya SethiExtra Miler SPOT Award EY May 2020 I was nominated for this award by a seasoned senior colleague with whom I collaborated on a project for a North American industrial client. The key highlights from the business citation include:1. Exemplary quality and efficiency.2. Skill in identifying and rectifying calculation discrepancies.3. Rapid adaptation and proficiency in utilizing various client-facing portals.4. A minimal number of review points.5. Maintained transparent communication, ensuring everyone… Show more I was nominated for this award by a seasoned senior colleague with whom I collaborated on a project for a North American industrial client. The key highlights from the business citation include:1. Exemplary quality and efficiency.2. Skill in identifying and rectifying calculation discrepancies.3. Rapid adaptation and proficiency in utilizing various client-facing portals.4. A minimal number of review points.5. Maintained transparent communication, ensuring everyone remained informed and involved. Show less
- Awarded to Bhavya SethiExtra Miler SPOT Award EY Jan 2020 I was honored with the "Extra Miler - SPOT Award" by the EY GDS Assurance Team, thanks to nominations from two senior colleagues with whom I had the privilege of working both during the interim and in the busy season. The key points highlighted for this nomination were as follows:1. Demonstrated a strong willingness to learn and efficiently tackle tasks typically beyond the scope of an associate's responsibilities.2. In a situation where a team member unexpectedly went on… Show more I was honored with the "Extra Miler - SPOT Award" by the EY GDS Assurance Team, thanks to nominations from two senior colleagues with whom I had the privilege of working both during the interim and in the busy season. The key points highlighted for this nomination were as follows:1. Demonstrated a strong willingness to learn and efficiently tackle tasks typically beyond the scope of an associate's responsibilities.2. In a situation where a team member unexpectedly went on medical leave, I willingly assumed the responsibility of handling their tasks in addition to my regular workload. This commitment even required working on non-mandatory days. This instance was praised by one of the seniors and brought to the attention of higher management.3. During my first busy season on the team, I was assigned to work with an industrial client. I received multiple commendation emails for consistently delivering tasks and maintaining transparent communication. On one occasion, a senior team member urgently requested a high-priority task to be completed within a couple of hours. I successfully delivered the task without any review comments or rework required. Show less
Volunteer Experience
Finance
Issued by Enactus Ramanujan on Jul 2016
Associated with Bhavya Sethi
Languages
- hiHindi
- enEnglish
- puPunjabi
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