Juhi Maru
Portfolio Analyst @Scotia Wealth Management
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WORK HISTORY
Portfolio Analyst @Scotia Wealth Management
CA
Managed Portfolio Program (MPP) is a fee-based program with over $40 Billion AUM• Creating and designing portfolio solutions using Microsoft VBA concerning asset allocation, portfolio construction, optimization and model upgradation• Reviewing Investment Policy Statement (IPS), option trades, and generating quarterly PM reviews to ensure compliance with Scotia Bank’s Investment policy
EDUCATION
Somaiya Vidyavihar
HSC
University of Mumbai
Master's degree
S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077
Bachelors in Accouting & Finance
Schulich School of Business - York University
Masters of Finance
ABOUT JUHI MARU
I am highly capable of performing Financial Statement Analysis & Business Valuation. This journey began 5 years back when I helped facilitate the expansion of my family businesses. I understand business and the cost it takes to finance these operations. During this period, I learned to deal and communicate with stakeholders like suppliers, investors & accountants. My curiosity to learn about economic factors that impact business functioning developed my new skills in Financial Modelling, Industry Research & Data Analysis. I am a CFA aspirant looking to build a career in the Financial Services industry. I gained experience in Retirement\\Investment Planning & Advisory and became a CFP professional. From my experience as a financial planner, I attained professional skills in advising various financial instruments, analyzing financial data, and client relationship management. Taking on challenges\\initiatives and accomplishing established tasks boost my confidence and bring success in every stage of life. Furthermore, I actively participate in events and case competitions that bring out my creative side and build my professional skills. While not working, I enjoy painting, crafting, travelling & exploring unique places & meditating.
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