
Ria Agarwal
Intern

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About me
Finance Professional | Research Analyst | Passion for ESG | Toastmaster | Artist
Education

CFA Institute
-CFA Level 2 Candidate FinancePortfolio Management, Derivatives, Economics, Equity, Quantitative Analysis, Fixed Income, Corporate Finance, Alternative investments.

CFA UK
2022 - 2022Young Women in Investment Program Finance and Financial Management ServicesA four-week intensive online financial training Bootcamp taught by Fitch Learning. The training includes a virtual curriculum with interactive webinars, videos, quizzes, simulations and Investment & ESG Research Challenges to further develop financial and business skills, as well as provide a comprehensive overview of the investment profession. Industry Areas of Study: • Economics• Financial Modelling • Financial Markets and Statements • Alternative Investments and Assets

St. Mary's Junior College, Pune
2012 - 201412th Commerce with Maths
St Mary's School, Pune
1999 - 201210th
University of Exeter Business School
2021 - 2022Msc Finance and Management Finance, General Dean's Commendation with DistinctionActivities and Societies: Active in the events by Asian Society and the Business and Finance Society Key interests in- Business- Finance- Entrepreneurship- Mergers and Acquisitions- Research- Investment Analysis
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National Institute of Securities Markets (NISM)
2019 - 2022Research Analyst Finance, GeneralSuccessfully completed the Research Analyst Certification Examination by the SEBI Regulations,2007

Symbiosis School of Economics
2014 - 2017Bsc in Economics Hon. EconomicsActivities and Societies: Head of Art club Balanced education with college eventsHead the art department for 2 years, contributing to several college events, conducting workshops and won an excellence award for my efforts.
Experience

HelpAge India
Jun 2015 - Jun 2015InternWorked in the field delivering medicine to the elders who couldn’t afford it and did research to help get more sponsors for the NGO.

Airtel
Apr 2016 - May 2016Research InternAssisting the lead analyst in creating financial models, building & maintaining databases.Data acquisition of various competitive firms along with excess research and analysis of the data acquired.Studying the pricing policies of industry and researching ways to optimise.

Toastmasters International
Jan 2018 - Dec 2018Grew from being just a member to leading a group of 40 people, helping them improve their leadership and communication skills and progress in their educational journey along with working on my own. Handled the Banking and Financial needs of the club along with guiding another member with the same.
Vice President Education
Jul 2018 - Dec 2018Treasurer
Jan 2018 - Jun 2018

Future Vista
Sept 2019 - Nov 2019Research InternStudied and researched on the equity markets and mutual funds along with thematic investing.Understanding the nuances of financial planning for individuals and business units along with varying degrees of risk-return profile.Researched, wrote and published articles to educate novices on financial planning.

Rikaian Technology Pvt. Ltd.
Dec 2019 - Feb 2020InternCreated a start-up financial valuation model of Rian (a new venture).Analysed and researched all stages of funding provided by venture capitalists. My responsibilities here, also entailed creating a compelling pitch deck for investors.

Sapiat
Mar 2020 - Jan 2024Analysed companies and indices directed at impact investing and their applications.• Constructed complex analysis from corporate fundamental data then semi-automated the process usingthe in-house risk software.• Worked on a variety of cutting-edge projects relating to M&A activities, Pension Funds and MarketScenario Analysis. Extensive Market Research is a major focus area.• Developed an optimal portfolio utilising the company’s proprietary risk management software.• Performing Client Support and Applied Research activities in Risk-Return analysis along with basics ofData Extraction and Machine Learning. Show less Focused primarily on performing a wide range of applied research activities for the company. Worked on refining and extending the model to score the financial and non-financial performance of individual companies based on available data and information as part of the Financial Analytics project.Researched on the latest market and global economic outlooks by well-known research houses to understand the market scenario analysis for various investment portfolios.Created a portfolio and analysed the same on the company's in-house software. Show less
Research Analyst
Sept 2021 - Jan 2024Research Analyst
Mar 2020 - Aug 2021
Licenses & Certifications

Advanced Communicator Bronze
Toastmasters InternationalApr 2020
Competent Leader
Toastmasters InternationalMar 2018
Dynamic Leadership
Toastmasters InternationalMar 2020
Competent Communicator
Toastmasters InternationalNov 2017
Advanced Leadership Bronze
Toastmasters InternationalJul 2018- View certificate

Young Women in Investment
CFA UKNov 2022
Volunteer Experience
Intern
Issued by Blue Cross on Jun 2012
Associated with Ria AgarwalIntern
Issued by Poona Women's Blind School on Jun 2013
Associated with Ria Agarwal
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