
Tanya Agarwal
Investment Intern

Connect with Tanya Agarwal to Send Message
Connect
Connect with Tanya Agarwal to Send Message
ConnectTimeline
About me
Upvest | WHU
Education

IFIM Business School
2018 - 2021Bachelor of Business Administration - BBA None
Bangalore University
2018 - 2021Bachelor of Business Administration - BBA Finance and Financial Management Services
WHU – Otto Beisheim School of Management
2023 - 2025Master of Science - MS Finance
NEOMA Business School
2024 - 2024Exchange Semester Banking, Corporate, Finance, and Securities Law
Methodist High School
2016 - 2017Intermediate Science (PCB) 90.6%
Methodist High School
2004 - 2015High School Diploma HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES 92%
Experience

SAPOCOM TECHNOLOGIES PRIVATE LIMITED
May 2020 - Aug 2020Investment Intern1- Conducted comprehensive market analysis across diverse asset classes, evaluating the advantages and disadvantages of various investment options while maintaining vigilant surveillance of stock market trends to identify potential opportunities.2- Developed a well-rounded investment strategy tailored to the company's risk tolerance and financial objectives.

Amelia
Nov 2021 - Jul 2022Accounting Analyst1- Facilitated financial operations by meticulously verifying and promptly processing invoices related to merchandise transactions with diverse suppliers and clients, ensuring accurate payments and settlements.2- Orchestrated operational processes for a portfolio of 14 entities, handling a high volume of 10,000 invoices per month, translating to $1 million in revenue. This encompassed adeptly addressing and rectifying any processing delays, addressing customer inquiries, reconciling over-under statements, and managing outstanding payables.3- Developed and delivered weekly reports that exposed operational bottlenecks, subsequently leading to the resolution of extensive backlogs in payments. These initiatives resulted in averting approximately $20,000 in over-payments and preventing premature disbursements, significantly enhancing cash flow management. Show less

SAPOCOM TECHNOLOGIES PRIVATE LIMITED
Aug 2022 - Jul 20231- Oversaw budgeting and negotiation processes for multiple projects based in the Middle East, allocating resources efficiently while managing expenses of up to $200,000 per project.2- Contributed to the comprehensive analysis of financial statements, including in-depth assessments of revenue, cost structures, and profitability, while also generating reports on profit and loss (P&L) statements and gross margin analysis.3- Designed and implemented Excel-based Key Performance Indicator (KPI) Dashboards, resulting in significant error reduction and streamlining the reporting process for financial data. Show less
Financial Analyst
Aug 2022 - Jul 2023Financial Analyst
Aug 2022 - Jul 2023

Upvest
May 2024 - Aug 2024Banking Intern
Licenses & Certifications
- View certificate

Financial Accounting: Advanced Topics
University of Illinois at Urbana-Champaign| CourseraAug 2020 - View certificate

Marketing in a Digital World (with Honors)
University of Illinois at Urbana-Champaign| CourseraMay 2020 - View certificate

Corporate Finance Foundations
LinkedInJan 2024 - View certificate

Excel Skills for Business
Macquarie UniversitySept 2020
Volunteer Experience
Volunteer
Issued by Asha Jeevan on Jul 2019
Associated with Tanya Agarwal
Recommendations
.webp)
Pankaj sharma (looking for a job change)
Assistant Manager Taxation at BIOTIQUENoida, Uttar Pradesh, India
Gillian reily smith
Guest Engagement Manager at National AquariumGrass Lake, Michigan, United States
Jack taylor
Emergency Physician / Fellow of Australasian College of Emergency MedicineGreater Brisbane Area
Eduardo blanco espiñeira
MSC Industrial Engineer / Excutive MBA Group Commercial and Business Director at ALUDEC SAVigo, Galicia, Spain
Henry cheam
Head of Legal and Compliance, South Asia PacificSingapore, Singapore
Niki ulmanen
Patent Attorney at Laine IPHelsinki, Uusimaa, Finland
Luke swart
Franchisee / Business Owner at Jim's Dog Wash Nelson, New ZealandNelson, Nelson, New Zealand
Lucía garcía martín
Técnico de Adquisiciones - INECOMadrid, Community of Madrid, Spain
Set silliksaar
Software DevelopmentEstonia
Vitor felipe rauh moreira
Engenheiro de Confiabilidade | Manutenção Centrada em Confiabilidade | RCA e RCM | Equipamentos Pesa...Dourados, Mato Grosso do Sul, Brazil
Frank mni
Chief ExecutiveSouth Africa
Emre bal
Mechanical Engineerบูร์ซา, ตุรกี
Rutika deoghare
CopywriterPune, Maharashtra, India
Isabella becerra ramirez
EconomistBogota, D.C., Capital District, Colombia
Vinay b
Business Analyst | Project ManagerChennai, Tamil Nadu, India
Saumit madireddy
Finance Associate at Starr Insurance Companies.Hoboken, New Jersey, United States
Shibu thaliyaparambil
SYSTEM ANALYST - Oracle EbusinessGreater Southampton Area
Kyle huetter
Content Development Manager at Disney ExperiencesEllicott City, Maryland, United States
Jim mulligan
Sr project architect, multi-family housingAlexandria, Virginia, United States
Jake vitullo, eit
Project Engineer for Mosites Construction Heavy Highway DivisionGreater Pittsburgh Region
...