1531_Shailvi Raj

An enthusiastic and self-motivated finance professional with hands-on experience in Financial Analysis & Reporting, and client servicing, seeking and entry level role to build a career in Financial Operations, Billing/Invoicing, and Financial Management. Eager to leverage analytical skills, attention to detail, and process-oriented approach to enhance financial accuracy and operational efficiency.

Investment Research Intern - Chapel Bridge Partners Private Limited

(2025-04 - 2025-05)

• Conducted in-depth financial analysis of 10+ mutual fund schemes across equity, debt, and hybrid categories; prepared trend analysis and performance reports to identify investment opportunities aligned with client financial goals.
• Prepared financial reporting documents summarizing fund performance data, benchmark comparisons, and investment insights for client-facing presentations.
• Supported forecasting and scenario modelling activities to evaluate potential portfolio outcomes under varying market conditions.

Financial Operations and Sales Intern - Aditya Birla Sun Life Mutual Fund

(2024-01 - 2024-03)

• Assisted 20+ clients in investment scheme selection by evaluating risk profiles and matching them with appropriate products
• Coordinated financial operations including client documentation, KYC compliance, and fund onboarding, ensuring accuracy and adherence to regulatory guidelines.
• Supported back-office financial operations, reconciling client records and coordinating with the AMC team on operational data collection and reporting.

Post Graduate Diploma in Management (PGDM) - Finance - Xavier Institute of Development Action and Studies (XIDAS) (2024 - 2026)

Bachelor of Financial Market Operations (BFMO) - Financial Market Operations - St. Xavier's College (2021 - 2024)

Intermediate of Science - Science - District School (2019 - 2021)