Payal Motwani
Risk Specialist at PNC Bank | Passed CFA Level1 |Proficient in R, Python, SQL, and Tableau | Bloomberg Market Concepts Certified
- Role
- Risk Specialist at PNC
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Payal Motwani
I am a data-driven investment professional with experience in managing multi-asset class portfolios for high-net-worth individuals. I am currently pursuing my Master of Science in Financial Analytics from Stevens Institute of Technology, where I have gained expertise in Financial Data Science, Statistical Learning, Fintech, and Blockchain.Prior to my current academic pursuit, I had the opportunity to work with some of India\'s leading banks, including ICICI and Kotak Mahindra Bank. During my time at Kotak, I managed multi-asset class portfolios for high-net-worth individuals, consistently delivering strong returns using quantitative analysis and modeling of hypothetical portfolios with Monte Carlo simulation. Additionally, I received recognition as Employee of the Quarter for achieving a 100% Net Promoter Score, reflecting high levels of client satisfaction and advocacy.I am skilled in R, Python, SQL, Tableau, Bloomberg Terminal, Microsoft Word, Microsoft Excel, and Microsoft PowerPoint, and am certified in Bloomberg Market Concepts, Quantitative Risk Management in R, and Bond Analysis and Valuation in R. I also have experience in project management using Agile Methodologies and Jira.Currently, I am working on academic projects such as Portfolio Construction in QWIM and Mini Robo Advisor, where I am building various portfolios using machine learning applications like Random Forests, XGBoost, and LSTM to predict stock returns, and developing a risk profiler to suggest automated investment portfolios based on Modern Portfolio Theory from a universe of 25 funds in four asset categories.Outside work, you can find me in the kitchen, experimenting with and developing new recipes. I like to travel and read.Skills include: MS Excel, SQL, R, Python, Tableau, Bloomberg
Experience
Risk Specialist
Jul 2023 — Present · Philadelphia, PA, US
Education
Institute for Excellence in Higher Education(IEHE),Bhopal(Autonomous)
Bachelor of Commerce (B.Com.), Accountancy Honours
2010 — 2013
Stevens Institute of Technology
Master of Science - MS, Financial Analytics
Institute of Management Development and Research (IMDR) ,Pune
PGDM, FINANCE
2013 — 2015
Skills
- Microsoft Office
- Analysis
- Accounts Receivable
- Powerpoint
- Microsoft Excel
- Leadership
- Microsoft Word
- Public Speaking
- Accounting
- Budgets
- Team Management
- Communication Skills
- Bank Reconciliation
- Auditing
- Financial Statements
- Account Reconciliation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.