Indu Priya Velivelli

Experience

1. Data Analyst

   Edward Jones

   Oct 2024 — Present · US

   Worked on Client Portfolio Performance Analysis and Reporting, collaborating with Portfolio Management and IT teams in Agile environments. Joinedin requirement gathering sessions to analyze client investment portfolios, identifying performance trends, risk factors, and optimization prospects.• Used SQL methods like window functions and CTE for querying investment data from AWS Athena. Optimized database queries to process largedatasets in CSV and Parquet formats, ensuring efficient ETL pipelines in AWS Glue.• Directed performance attribution analysis using return decomposition by asset class, sector, and geography, quantifying portfolio aids. Appliedstatistical methods like correlation and regression to assess relationships between market variables and portfolio returns.• Employed Python with NumPy, pandas, and SciPy to clean data, calculate risk metrics such as volatility, drawdowns, and Sharpe ratios, and performtime series analysis. Additionally, used statsmodels for hypothesis testing and trend analysis.• Ensured data validation and ETL process reliability using AWS Glue workflows and AWS Lambda for automated data cleansing and anomaly detection,improving data accuracy by 15% and reducing pipeline failure rates by 20%.• Developed Power BI dashboards featuring slicers, drill-through, and custom visuals to monitor portfolio health. Applied DAX formulas for dynamic KPIcalculations, enabling advisors to track monthly returns, risk-adjusted performance, and asset allocation efficiently.

Education

• University of Houston

  Masters, Data science

• New Horizon College of Engineering

  Bachelor of Engineering - BE, Computer Science

  2019 — 2023