Poorvi Joshi
Business Analyst · Financial Analyst
Talent
HubliMember since May 30, 2026
Financial AnalysisRisk-Return AnalysisNAVCAGRSharpe RatioTreynor RatioBetaPower BITableauAdvanced ExcelSQLData VisualizationBusiness Analytics
·
Hire this person
Send a job offer directly to this candidate
Financial AnalysisRisk-Return AnalysisNAVCAGRSharpe Ratio
About
BBA Finance graduate (CGPA 9.2/10, Distinction) with hands-on experience in mutual fund performance evaluation, risk-return analysis, and financial data visualization. Proficient in Power BI, Tableau, Advanced Excel, and SQL. Seeking entry-level roles in Business Analysis or Financial Analysis
Experience
Finance & Investment Analyst Intern - Composite Investment Pvt. Ltd.
- Hubli
(2026-01 - 2026-02)
- Evaluated financial performance of mutual fund schemes using NAV analysis, CAGR, Standard Deviation, Beta, Sharpe Ratio, and Treynor Ratio to assess risk-adjusted returns and support investment recommendations
- Analyzed 3+ years of historical NAV data to compute CAGR and identify performance trends, structuring findings into standardized investment comparison reports for the advisory team
- Internship project report awarded 94/100; findings presented to the investment advisory team to support client portfolio review discussions
Education
Bachelor of Business Administration (BBA) - Finance - KLES Business Administration College, Hubli (2023 - 2026)
Skills
Business AnalystFinancial Analyst
