Raj Soni

Raj Soni

Stock Trader

Followers of Raj Soni348 followers
location of Raj SoniDallas, Texas, United States

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  • Timeline

  • About me

    MS Finance (STEM) at UTDallas | Actively seeking summer 2024 internships | Python | MS Excel | Financial modeling | Bloomberg terminal.

  • Education

    • The University of Texas at Dallas

      2023 - 2025
      Master of Science - MS Financial Mathematics
    • Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics

      2016 - 2019
      Bachelor of Commerce - BCom
  • Experience

    • SEVENHILL SECURITIES LTD

      May 2019 - Aug 2019
      Stock Trader

      -Conducted thorough financial analysis and utilized technical analysis for Derivatives market, providing valuable insights for trading decisions of stocks and Index daily-Monitored financial news, economic indicators, and corporate developments for strategic investment decisions

    • Soulplate catering services

      Feb 2021 - Jul 2023
      Finance Associate

      • Assisted in the forecasting and development of monthly Budget, reducing up-to 12% in unnecessary expenditure.• Assisted in analyzing and reporting P&L statement and monitored performance including monthly revenue• Decreased costs by up to 8% by resolving flaws within inventory management by assisting in the purchase, avoiding double packaging, and utilizing reusable containers• Increased productivity by approximately 30% of a team of 5+ employees by effectively overseeing all aspects of food preparation to delivery• Engaged with clients and business partners to understand market trends and evaluate new business opportunities Show less

    • The University of Texas at Dallas

      Jan 2024 - now
      Student Assistant - Finance Lab

      • Mentoring students across various disciplines and provided guidance and support in Business Finance, Investment Management, and Financial Management courses to undergraduate and graduate students• Assisting students with Bloomberg, Capital IQ, LSEG terminals, and organized informative seminars and workshops

  • Licenses & Certifications

    • LSEG Workspace Certification

      LSEG
      Mar 2024
      View certificate certificate
    • FactSet Essentials: Core Products

      FactSet
      Jan 2024
      View certificate certificate
    • Bloomberg Market Concepts

      Bloomberg
      Nov 2023
    • NISM series XV - research analyst

      National Institute of Securities Markets (NISM)
      Jun 2021
    • Common Proficiency Test (CPT)

      The Institute of Chartered Accountants of India
      Dec 2016
    • Financial Modeling and Valuation

      Udemy
      Nov 2022
  • Honors & Awards

    • Awarded to Raj Soni
      Excel Case Competition Graduate Finance Management Council Dec 2023
  • Volunteer Experience

    • Instructor and Social Media handler

      Issued by Indian Financial Literacy Initiative on Jul 2022
      Indian Financial Literacy InitiativeAssociated with Raj Soni