Shruti Mittal

Shruti Mittal

Research Analyst

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location of Shruti MittalSan Francisco Bay Area

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  • Timeline

  • About me

    Operations and Business Development Specialist | Product Manager

  • Education

    • Institute of Chartered Financial Analysts of India

      2005 - 2007
      CFA Finance
    • Symbiosis institute of Management Studies

      2007 - 2009
      MBA Finance
    • University of San Francisco - Masagung Graduate School of Management

      2012 - 2012
      Master of Science (M.S.) Financial Analysis

      A one year accelerated masters program highly focused on financial analysis. Courses undertaken: Equity Valuation, corporate finance, financial statement analysis, derivatives, macro and micro economics, financial markets, financial econometrics.Projects undertaken:Company valuations using DCF, DDM etc.MBS portfolio analysisMutual Funds analysis using econometric modelsEndowment Fund analysis using simulation models.

  • Experience

    • Accord Financial Services

      Jan 2008 - Mar 2009
      Research Analyst

      While working as a Research Analyst, I was planning and executing extensive research on various market indicators to identify new ideas and recommend mutual funds. I was performing technical and fundamental analysis of Indian stock markets to provide recommendations to clients in making mindful investment decisions. Key Contribution… • Authored company’s official blog focusing on current financial events of the company providing simple yet highly useful investment insights to clients. * Helped the tech team to automate the process to streamline the monthly analysis. Show less

    • ICFAI University

      Oct 2008 - Jan 2010
      Instructor

      I was hired as a lecturer at ICFAI University to teach CFA students about financial markets, financial statement analysis, and financial risk management.

    • Capital Factors and Asset Reconstruction (I) Ltd

      Jan 2009 - Sept 2009
      Senior Research Analyst

      As a Senior Research Analyst, I was providing expert-level leadership to a successful team of five members involved in company valuation, analysis, and quality check for Dun and Bradstreet’s (D&B) credit rating reports. Additionally, I was conducting company valuations using various discounted and free cash flow models and prepared quantitative and qualitative reports based on the financial models for credit rating purposes.

    • Talentnook

      Apr 2018 - now

      **Spearheaded B2B pivot**: Successfully transitioned the business model from C2C (parent/teacher marketplace) to B2B (after-school programs) within two years, achieving significant scalability and increased profitability.**Rapid B2B growth**: Expanded after-school programs from 1 to 10 across different domains and classes from 12 to 600 per month, establishing it as the company's most profitable model.**Key partnership development**: Collaborated with academic directors, curriculum coordinators, program managers, and city officials across multiple school districts to secure B2B partnerships. **Quality assurance**: Collaborated with curriculum developers to maintain high educational standards for all after-school program content.**Teacher training**: Developed an efficient training model to equip teachers with the necessary skills to deliver high-quality after-school programs. Show less **Pioneered US expansion**: As the first US employee at Talentnook, I spearheaded user acquisition efforts, growing the platform from 0 to 1400 classes per month.**Active contributor to business development**: Collaborated with CEO and CTO to automate processes and improve the user experience, contributing to business scalability. **Onboarded and empowered teachers**: Developed and implemented an efficient teacher onboarding program, resulting in strong profiles that attracted students.**Championed customer success**: Built and Led a team of more than 10 learning advisors, dedicated to delivering tailored experiences for parents and students, addressing their unique learning requirements. Oversaw the execution of seamless lessons and facilitated the reinforcement of students' learning outcomes.**Expanded service offerings**: Identified and implemented horizontal growth strategies, diversifying talent and service categories on the platform.**Process Improvement, Scalability, and Automation**: Streamlined user onboarding and learning advisor workflows, reducing friction points and increasing efficiency.**Enhanced communication skills**: Developed the ability to address customer needs with a balanced and empathetic approach. Show less

      • Director of Operations

        Dec 2019 - now
      • Community Experience Manager

        Apr 2018 - now
  • Licenses & Certifications

    • Derivatives Market (Dealers) Module

      National Stock Exchange, India
      Jan 2009
    • Advanced Diploma in Finance (ADF)

      ICFAI University, India
      Jan 2006
    • Diploma in Business Finance (DBF)

      ICFAI University, India
      Jan 2005
    • Association of Mutual Funds of India (AMFI)

      National Stock Exchange, India
      Jan 2008