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1

financial analyst intern

  • Project Title (Finance & Marketing)
  • Study Conducted Under IIFL about “Recent Customer Preference In Investment”
  • Research Conducted On The Products Like “Reliance My Gold Plan & Reliance Mutual Funds”. 
  • Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
2

financial analyst intern

  • Researched and recommended new credit card service by holding meetings and events in client companies to show benefits.
  • Extracted the data in database of the bank about the customer investment in new financial service and sales of financial products, wrote down the bi-weekly reports based on visualization in Excel and the economics and market trends by reading reports.
  • Monitored the update customer data on digital credit service, evaluated the efficiency of improvement and wrote report to the technology support team.
  • Prepared documents to support the contracts and agreements for public customers in car loan service.
3

financial analyst intern

  • Developing reports for Senior Management summarizing the business financial position in the areas of capital usage, expense, income, and cash flows as well as coordinating the preparation of strategic budgets, plans, and financial forecasts. 
  • Interdepartmental coordination and collaboration.
  • Understanding of GAAP.
  • Preparing annual budget as well as forecasting trends.
  • Knowledge of capital expenditure analysis.
  • Cash flow management and modeling.
  • P&L Management.
4

financial analyst intern

  • Prepare Management Information System Reports. 
  • Implemented Contract Management System. 
  • Assisted in implementation of Goods & Services Tax (GST). 
  • Assisted in formation of Standard Operating Procedures (SOP). 
5

financial analyst intern

  • Maintained database by verifying information and recording new information when needed.
  • Collected and arranged information and entered details into computer database.
  • Followed up with customers to collect information and verify details.
  • Visited premises of customers to collect payments directly.