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Shweta Bhargava

Insightful Investment banker working to successfully analyze financial records and identify promising investment opportunities and potential problems. Superior skills in auditing and accounting and the ability to effectively manage customer relationships and provide beneficial investment services.

Key Skills

Strong Analytical Thinking Skills
Portfolio Management Skills
Quantitative Skills
Mutual Funds and Hedge Funds
Regulatory Compliance
Client And Stakeholder Relationship Management

Professional Experience

Dec 2014
Aug 2019
Investment Consultant
Kaygar Abu Bank Los Telares, UM
  • Effectively seek client relationships with long term interest and advantage. 
  • Monitored markets and adjusted client strategies as needed. 
  • Served as a critical and effective team member in the brokerage division of fiduciary and private banking services. 
  • Helped to establish and nurture key relationships with fixed-income clients. 
  • Helped to grow client base to top 8% in less than 8 months. 
Nov 2012
Nov 2014
Analyst
Gichaw Bank Los Telares, UM
  • Worked with Senior Directors to evaluate and improve strategy and overall financial efforts for the firm's growth. 
  • Carefully evaluated security solutions and aspects of retail markets. 
  • Analyzed financial records and statements to identify positive investment opportunities. 
  • Advised business entities in all financial endeavors. 
  • Effectively consulted with clients to identify financial growth and financial impairment factors. 

Education

Aug 2009
Dec 2011
Master of Accounting in Manhattan College
Aug 2005
May 2009
Bachelor of Finance and Accounting in NYU

Certifications

2011
Certified Public Accountant (CPA) Certification
American Institute
2014
Financial Risk Manager (FRM) Certification
Barclays Investment Bank

Achievements

2016
multiple national awards
 Earned multiple national awards for outstanding acumen and above-the-bar production with Kieheen Capital and Persephone mutual funds in 2013 and 2014. 
2010
revenue growth
Supported continual revenue growth by planning and executing client-focused sales events. 

Quote

“Live in the sunshine, swim the sea, drink the wild air.”

Ralph Waldo Emerson

Hobbies & Interests

  • American Football
  • Astronomy
  • Badminton
  • Bicycle Riding
  • Collecting Stamps
  • Rugby

Languages

English
(Native)
German
(Basic)
Polish
(Basic)

Career Aspiration

Over the 3 years I want to explore best job position of investment banker in highly motivated work environment where I can make best use of my skills and banking experience for the improvement of bank customer service.

Get in touch with Shweta