Andrea Miranda

Experience

• 

  DBC Department of Management & Finance

  Sept 2020 - May 2021

  Peer Mentor

  Mentoring the FY Students of Management Studies to inculcate and develop their skills for a professional career.

• 

  Samarpan Ek Prayas

  Dec 2020 - Jan 2021

  Social Media Marketing Intern

  • Content Creation and Scheduling: Created and curated engaging content for various social media platforms, such as text posts, images, videos, and infographics. Planned and scheduled content to be posted at optimal times to reach the target audience effectively.• Social Media Strategy: Developed and implemented a social media strategy that aligns with the organization's goals, brand identity, and target audience. Monitored social media conversations and tracked mentions of the brand or relevant industry keywords. • Content Optimization and Community Building: Optimized content for different social media platforms and ensured it was tailored to the preferences of each platform's audience. Developed and maintained relationships with key partners, and brand advocates in the social media space.• Analytics and Reporting: Monitored social media metrics and used analytics tools to track the performance of posts and campaigns. Provided regular reports and insights to evaluate the effectiveness of social media efforts. Show less

• 

  Humans of Rural India

  May 2021 - Jun 2021

  Social Media Manager

  • Content Creation and Scheduling: Created and curated engaging content for various social media platforms, such as text posts, images, videos, and infographics. Planned and scheduled content to be posted at optimal times to reach the target audience effectively.• Social Media Strategy: Developed and implemented a social media strategy that aligns with the organization's goals, brand identity, and target audience. Monitored social media conversations and tracked mentions of the brand or relevant industry keywords. • Content Optimization and Community Building: Optimized content for different social media platforms and ensured it was tailored to the preferences of each platform's audience. Developed and maintained relationships with key partners, and brand advocates in the social media space.• Analytics and Reporting: Monitored social media metrics and used analytics tools to track the performance of posts and campaigns. Provided regular reports and insights to evaluate the effectiveness of social media efforts. Show less

• 

  Valenta

  Jul 2022 - now

  Paraplanner - Australian Financial Services

  - Collaborating closely with financial advisors to develop comprehensive financial plans for clients such as Statement of Advice (SOA), Record of Advice (ROA), and ROA File Notes. Preparing various other documents like Wealth and Insurance Schedule, and Execution Only (EO) Reports for client meetings.- Conducting thorough research on investment options, financial products, and market trends.- Working with investment instruments such as Superannuation, Pension, Investment, Insurance, Self-Managed Super Funds (SMSF), Family Trusts, Estate Planning (Wills, EPOAs and EPOGs), Cashflow and Debt Management, etc.- Analyzing the client's financial situation, including assets, liabilities, income, and expenses.- Evaluating client's current and future risk tolerance and investment objectives to formulate tailored strategies by conducting financial modelling using XTOOLS.- Assisting in the implementation of financial plans, including coordinating with investment managers and third-party providers.- Monitoring and reviewing client portfolios regularly.- Staying updated on regulatory changes and industry developments affecting financial planning.- Providing exceptional client service and support, addressing inquiries and concerns promptly and professionally.- Maintaining accurate records and documentation in compliance with regulatory standards.- Making TPA calls to investment and insurance providers to generate and collect client information.Extensive use of XPLAN, Platform Plus, Advice OS, Advice Generator, Office 365 Suite.Skills: Financial Planning and Analysis. Risk Management, Financial Modelling and Reporting. Insurance Analysis. Show less