Ria Agarwal

Ria Agarwal

Intern

Followers of Ria Agarwal2000 followers
location of Ria AgarwalMumbai, Maharashtra, India

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  • Timeline

  • About me

    Finance Professional | Research Analyst | Passion for ESG | Toastmaster | Artist

  • Education

    • CFA Institute

      -
      CFA Level 2 Candidate Finance

      Portfolio Management, Derivatives, Economics, Equity, Quantitative Analysis, Fixed Income, Corporate Finance, Alternative investments.

    • CFA UK

      2022 - 2022
      Young Women in Investment Program Finance and Financial Management Services

      A 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 - 2014
      12th Commerce with Maths
    • St Mary's School, Pune

      1999 - 2012
      10th
    • University of Exeter Business School

      2021 - 2022
      Msc Finance and Management Finance, General Dean's Commendation with Distinction

      Activities 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

    • National Institute of Securities Markets (NISM)

      2019 - 2022
      Research Analyst Finance, General

      Successfully completed the Research Analyst Certification Examination by the SEBI Regulations,2007

    • Symbiosis School of Economics

      2014 - 2017
      Bsc in Economics Hon. Economics

      Activities 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 2015
      Intern

      Worked 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 2016
      Research Intern

      Assisting 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 2018

      Grew 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 2018
      • Treasurer

        Jan 2018 - Jun 2018
    • Future Vista

      Sept 2019 - Nov 2019
      Research Intern

      Studied 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 2020
      Intern

      Created 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 2024

      Analysed 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 2024
      • Research Analyst

        Mar 2020 - Aug 2021
  • Licenses & Certifications

    • Advanced Communicator Bronze

      Toastmasters International
      Apr 2020
    • Competent Leader

      Toastmasters International
      Mar 2018
    • Dynamic Leadership

      Toastmasters International
      Mar 2020
    • Competent Communicator

      Toastmasters International
      Nov 2017
    • Advanced Leadership Bronze

      Toastmasters International
      Jul 2018
    • Young Women in Investment

      CFA UK
      Nov 2022
      View certificate certificate
  • Volunteer Experience

    • Intern

      Issued by Blue Cross on Jun 2012
      Blue CrossAssociated with Ria Agarwal
    • Intern

      Issued by Poona Women's Blind School on Jun 2013
      Poona Women's Blind SchoolAssociated with Ria Agarwal