Vaasu Sharma

Experience

• 

  JPMorgan Chase & Co.

  Jan 2018 - Jun 2018

  Intern

  • Worked on reconciliation of breaks on a daily basis by analyzing the debit credit balances• Developed an excel based management information system to increase the reporting efficiency from reporting on a weekly basis to a daily basis• Collaborated on a restructuring project with the technical team to increase the accessibility of data for better data management which led to overall increase in productivity

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  State Bank of India

  Jan 2020 - Jun 2022

  Assistant Manager

  • Evaluated customers for credit worthiness, potential risk factors and recommended approval of small industries credit loans thus ensuring credit growth for the bank• Managed a portfolio of 25 crore rupees along with a relationship manager, worked with the clients and ensured that interest payments were made on time which led to no account slipping into non performing asset category• Examined annual reports, valuation reports and title investigation reports of 40+ units in the portfolio to decide upon credit limit enhancement and drawing power for these units• Implemented 3 central sector schemes while working in the financial inclusion department and managed a team of 2 assistants to complete the compliance work for internal and statutory audits for branch• Authorized on an average 200+ queues on a daily basis by adhering to the KYC and AML guidelines of the bank which helped in preventing financial fraud• Achieved priority sector Lending (Kisan Credit Card scheme and agriculture term loans) targets as a field officer and created branch specific database for simpler data accessibility Show less

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  American Express

  Sept 2022 - Jun 2023

  Senior Analyst Disputes and Fraud Investigation• Investigated 1000+ credit card dispute cases on a monthly basis for fraudulent activity and resolved 50+ cases on a daily basis• Reviewed and monitored 50+ high dollar re-dispute cases a month by collecting information to explore every opportunity to identify recovery opportunities in order to mitigate losses and save write offs for company• Collaborated with customer outbound calls team in re-dispute cases in order to verify the card member and merchant side of information in case of discrepancy• Prepared daily case reports for the team and provided statistics to Senior leadership, thus ensured all tasks were completed as per predefined matrices and write off limits were not exceeded Show less

  • Senior Analyst

    Sept 2022 - Jun 2023

  • Senior Analyst

    Sept 2022 - Jun 2023
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  Purdue Krannert Graduate Institute at the Daniels School of Business

  Jul 2023 - now

  Student Managed Investment Fund - Analyst

  Corporate Finance

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  Nova Capital Partners LLC

  Jun 2024 - now

  Investment Banking Analyst Intern

  Transaction Experience: Capital raise for a renewable energy-based power plant: Reviewed and enhanced client financial model which increased operating margin to 65%, helped the clients structure the equity-debt portion of the deal and prepared client teaser document for 50+ potential investorsAs an intern my work also involves:Preparing Teasers (write up summary profiles of the opportunity);Reviewing and improving client financial models. Preparing Investor Presentations. Based on research developing lists of potential lenders and investors. Contacting lenders and investors. Dealing with management of the project companies (address queries, review strategy and align company objectives and financial models). Show less