Aquita Lobo

Finance and business analytics professional with hands-on experience applying statistical modeling (SQL, R) and financial analysis to portfolio construction and risk-return evaluation with strong analytical and communication skills. Eager to support corporate teams through financial analysis and Business Analysis. Seeking a Position to elevate my skills and contribute my learning's

Finance & Analytics Intern - NJ Wealth Advisors

(2025-12 - 2026-03)

• Built Excel-based financial models using Time Value of Money (TVM), Systematic Investment Plans(SIP), and XIRR to simulate growth scenarios, supporting asset allocation decisions for retail investor portfolios.
• Conducted variance and behavioral risk analysis across portfolio performance for multiple asset classes, consolidating findings into interactive client-reporting dashboards for senior management review.
• Supported client onboarding and account lifecycle processes by reconciling 50+ data points using SQL-based validation techniques, helping ensure adherence to regulatory compliance and internal risk frameworks.

Travel Consultant - Saish Tours & Travels

(2023-10 - 2024-04)

• Managed Domestic and International Packages with client documentation, while Booking flights and maintaining financial records
• Handled Social media by Digital Marketing through creating various digital posters for the media

Master of Business Administration (MBA) - Finance & Business Analytics - Agnel Institute of Engineering & Management

Bachelor of Business Administration (BBA) - Finance - Rani Channamma University (2023-04)