Summary
Overview
Work history
Education
Skills
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Timeline
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Shivani Joshi

Edinburgh

Summary

Astute Financial Consultant with experience delivering holistic advice to high-value clients. Skilled in identifying business opportunities and offering strategic advice tailored to analysis findings. Builds constructive relationships to maximise retention and grow investment.

Overview

5
5
years of professional experience
5
5
years of post-secondary education

Work history

Academic Consultant

MiM Essay
United Kingdom
05.2023 - Current
  • Review and providing comprehensive feedback on CV, LOR of the clients to ensure content quality and alignment with client discussions. Helping them getting admits in their desired universities and helping them in their early careers.
  • Helped students with initial adjustment to university academic life and interpreted institutions policies and requirements

Financial Data Associate

Moody's Analytics Knowledge Services
India
08.2021 - 06.2022
  • Curated and coordinate a diverse portfolio of 37 projects with varying frequencies, ensuring the seamless provision of accurate and timely financial data to facilitate informed investment decision-making of the prestigious global asset management client.
  • Conducted in-depth research on various asset classes, providing strategic insights and recommendations to the client.
  • Maintained strict Confidentiality in handling sensitive client information.
  • Generated weekly reports, detailing findings and advising recommendations for strategic decision making.
  • Participated in requirements meetings and data mapping sessions to understand business needs and responded to data-related queries and maintained call and email logs.
  • Analyzed large datasets, drawing meaningful conclusions and providing actionable recommendations.
  • Processed confidential data and information following strict guidelines and deadlines.

Financial Analyst

S&P Global Market Intelligence
, India
03.2018 - 08.2021
  • Conducted comprehensive analysis of SEC and S1 filings for 11 sectors, ensuring high-quality financial analysis using Capital IQ and MI tools
  • Researched and analyzed key value drivers at a market and business level
  • Developed high-level analytical opinions on sector trends, contributing to credit rating assessments
  • Communicated credit rating rationale through report writing and presentations.
  • Developed quarterly road maps based on impact, effort and test coordinations, working with stakeholders to achieve short-term and long-term goals.
  • Provided administrative support to senior analysts and department professionals, improving growth and productivity.
  • Presented investigative results to key stakeholders, using strategic visualization tools to portray complex analytics.

Education

Master of Business Administration - Finance

Prestige Institute of Management
India
07.2016 - 07.2018

Bachelor of Business Administration - Finance

Devi Ahilya Vishwavidyalaya
India
07.2013 - 06.2016

Master of Science - Finance

University of Edinburgh Business School
United Kingdom
09.2022 -

Skills

  • Financial Analysis: Financial statements, accoun5ng concepts, financial modeling
  • Technical Skills: Microso_ Office (Excel, Word, PowerPoint), SQL, PowerBI, Python
  • Financial Analysis PlaLorms: Bloomberg Terminal, S&P Capital IQ, Refini5v, Salesforce, FactSet

Languages

English
Fluent

Timeline

Academic Consultant

MiM Essay
05.2023 - Current

Master of Science - Finance

University of Edinburgh Business School
09.2022 -

Financial Data Associate

Moody's Analytics Knowledge Services
08.2021 - 06.2022

Financial Analyst

S&P Global Market Intelligence
03.2018 - 08.2021

Master of Business Administration - Finance

Prestige Institute of Management
07.2016 - 07.2018

Bachelor of Business Administration - Finance

Devi Ahilya Vishwavidyalaya
07.2013 - 06.2016

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Shivani Joshi