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Mugdha Kalvade, Summer Intern - Investment Advisory

Mugdha Kalvade

Summer Intern - Investment Advisory·HSBC Bank

United Arab Emirates

Bachelor's degree, Business Administration - Finance

Work experience

Total years of experience: 0 years, 5 months

Summer Intern - Investment Advisory

July 2010 - July 2010

HSBC Bank

Dubai, United Arab Emirates

July 2010 - July 2010

•Developed portfolio proposals and reviews with advisors using strategic asset allocation strategy
•Received training on final execution of investment deals on Bloomberg
•Learned how to historically analyze portfolios on Bloomberg to observe trends in investment strategy
•Attended weekly conference calls related to economic indicators and current investment outlooks of the bank
•Utilized software platforms such as GWIS, eCRM, HUB and Bloomberg for working on assigned projects.

Company industry:
Banking
Job role:
Finance and Investment

Summer Intern - Wealth Analyst

June 2010 - June 2010

Citibank

Dubai, United Arab Emirates

June 2010 - June 2010

•Received training on the various investment assets offered by the bank and methods of client profiling
•Designed and conducted a wealth survey of 30 high net worth individuals to gauge their investment portfolio
•Analyzed each portfolio to spot trends and determine discrepancies in the investments
•Provided preliminary recommendations to enhance the performance of each portfolio

Company industry:
Banking
Job role:
Accounting and Auditing

Temporary Position

June 2009 - August 2009

Schlumberger

Dubai, United Arab Emirates

June 2009 - August 2009

•Managed the accounts payable for seven different entities of Schlumberger using different procedures and software platforms to enable accurate documentation and processing of undertakings
•Reconciled the cashbook for three of the entities at the end of the quarter to ensure control of transactions
•Executed major utility bill payments for around 140 company executives
•Resolved key supplier issues about invoice receipts and payments

Company industry:
Oil & Gas
Job role:
Accounting and Auditing

Education

Boston University

May 2011

May 2011

Bachelor's degree, Business Administration - Finance

United States

GPA (point): 3.92 out of 4

GPA (point): 3.92 out of 4

HONORS AND AWARDS Dean’s List of Merit: Academic distinction in every semester at both universities Academic Scholarship: Granted for excellence in academics and extra-curricular activities at AUD. Beta Gamma Sigma: Chosen to be a member of the business fraternity for scholars ranking among the top 7% at BU LEADERSHIP AND VOLUNTEER Resident Assistant: Lead and mentor 45 students in the residence hall President, Theatre Association: Organized, directed and acted in drama productions Finance and Investment Club: Analyzed trading securities in the Energy Sector and came first in a competition Head of External Affairs, Event Management club: Organized inter-collegiate event Helping Hands Campaign: Organized charity drive to raise awareness and funds for the laborers in Dubai Student Tutor: Helped peers in subjects like Accounting, Statistics and Calculus ACADEMIC PROJECTS Product Development Project; Swap n’ Skate – Winners of the McGraw Hill New Product Challenge •Handled the Operations Management and Finance aspect of the new product development project. •Incorporated tools such as HOQ models, Aggregate Planning, Centre of Gravity Approach, Inventory Planning MRP Planning, DCF models, Competitive, Sensitivity and Scenario analysis. Business Analysis Project; Kraft Foods Company •Assessed the financial standing of Kraft in relation to its preceding performance and to the industry competitors. •Employed ratio and environmental analysis to articulate the findings in a presentation and an executive report.

Skills

Managed Accounts

Expert

MRP

Expert

Administration

Expert

Investment Advisory

Expert

Wealth

Expert

MS Excel

Intermediate

MS Word

Expert

Managed Accounts

Expert

MRP

Expert

Administration

Expert

Investment Advisory

Expert

Wealth

Expert

Languages

Hindi

Expert

French

Intermediate