Bharti Lalwani
Passionate About Finance & Analytics | MBA in Finance | Financial Modelling | Bloomberg | FactSet | Capital IQ | LSEG | Microsoft Excel | Open to New Opportunities
- Role
- Associate Analyst at SG Analytics
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Bharti Lalwani
Highly detail-oriented and hard working professional, with ability to analyze financial…
Experience
Associate Analyst
Aug 2023 — Present · Pune, IN
As an associate analyst, I specialized in developing bespoke financial models tailored to meet the unique needs of our clients. My responsibilities encompassed various aspects of database management, model conversion, and advanced data analysis- Developed customized financial models according to specific client requirements, ensuring accuracy and relevance to their business objectives- Executed seamless conversions of financial models, facilitating smooth transitions between databases and platforms- Proficiently utilized a range of financial databases and their associated Excel add-ins to access and manipulate data efficiently- Played a pivotal role in addressing novel client demands by conducting thorough research and analysis, providing innovative solutions tailored to their needs- Leveraged advanced Excel techniques to extract and manipulate data not readily available in standard databases, ensuring comprehensive analysis- Expanded knowledge of diverse asset classes and methodologies as per client demands, becoming proficient in various financial instruments- Actively engaged in client meetings to gain insights into project goals, ensuring alignment with client expectations and fostering strong collaborative relationships- Delivered critical financial data to major multinational corporations, supporting their research and analysis initiatives with accurate and timely information- Contributed to the professional development of colleagues by sharing industry best practices, providing guidance, and delivering hands-on training sessions.Through these experiences, I honed my expertise in financial modeling, database management, and client relations, consistently delivering value-added solutions to meet the evolving needs of our clients and contributing to the growth and success of our team.
Education
Devi Ahilya Vishwavidyalaya, Indore
Bachelor of Commerce - BCom
2015 — 2018
St Joseph High School
High School Diploma
2014 — 2015
Prestige Institute of Management & Research
Master of Business Administration - MBA
2018 — 2020
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