Shalini Jha Resume
Shalini Jha Resume
Shalini Jha Resume
Career Objective
Seeking challenging career opportunities in the field of Finance where I can utilize my skills to the best of my ability.
Academics
➢ Assisted the Family Office division in preparing persuasive pitches for potential clients detailing the Family Office division,
wealth management aspects, and the market for the investment options covering Equity, Debt, Mutual Funds, AIF, and
PMS which served as a basis for the clients for their informed decision-making.
➢ Researched and analyzed the investment options available in the Mutual Funds considering the different Mutual fund houses
based on the returns, Crisil rating, scheme, Scheme Manager, Expense Ratio, and Risk Factor which further served as a
basis for clients to invest in Mutual funds schemes based on their criteria.
➢ Researched and analyzed the Indian Bond Market and filtered the investment options in the Government Bond based on the
Yield to Maturity, Credit Risk Rating, Call/Put Option, the Issuer of the Bond, and the purpose for issuing Bonds which served
as a basis for client who invested >1crore in the bond market.
➢ Prepared an Equity Research Report for an IT company wherein critically analyzed the financial statements, the shareholding
pattern, and the future outlook for the company which helped the potential clients gain another perspective for informed
decision-making.
➢ Prepared a draft consisting of the Future Outlook of companies and their Current Updates where various family offices have
invested which helped the Family Offices to decide on whether to hold/sell/buy the selected stocks.
➢ Assisted the Financial Due Diligence Division in Vendor Due Diligence (sell side) wherein analyzed the overheads and their
cost driver, Quality of earnings, and their sales pattern in the past years.
Projects
FDI Scenario in India – A study of the last two decades (June 2023-Present)
➢ Analysis of FDI policies in India from 2004-14 and 2014-23 considering the different government reigns in the timeline.
➢ Studied the different policies for FDI in the two decades and compared the total FDI in the past two decades.
➢ Analysis of FDI of some important sectors like medical, civil and aviation, Pharma, etc.
Position of Responsibility
Skills
➢ Technical Skills: MS Office, Capitaline.
➢ Soft Skills: Time Management, Concrete Decision Maker, Communication skills
Volunteer Experience