Shreya Shringi

Finance professional with experience in financial analysis, investment research, market research, and portfolio analysis. Skilled in evaluating financial statements, analyzing market trends, and generating data-driven insights to support business and investment decisions. Strong understanding of ratio analysis, risk assessment, and financial reporting with the ability to deliver analytical insights in dynamic environments.

Credit Analyst - S.A. Agarwal & Associates - Jaipur

(2025-01 - 2026-04)

• Conduct financial and business analysis to evaluate borrower performance and risk exposure
• Analyze financial statements, cash flow trends, and key financial ratios for decision-making support
• Assess business models, industry trends, and operational risks to support credit evaluation
• Prepare MIS reports, analytical dashboards, and financial insights for senior management
• Identify financial gaps and early warning indicators through data analysis and research

Business Development Associate - Corizo Edutech Pvt. Ltd. - Bangalore

(2024-07 - 2024-08)

• Conducted market research and competitor analysis to identify growth opportunities
• Analyzed customer and sales data to support strategic business decisions
• Assisted in business planning and market expansion initiatives
• Generated insights to improve customer engagement and conversion strategies

Global Wealth Management Intern - UBS - Pune

(2023-01 - 2023-06)

• Conducted market and investment research to support portfolio advisory decisions
• Assisted in portfolio analysis, asset allocation, and performance tracking
• Analyzed financial market trends and investment opportunities
• Supported portfolio optimization and wealth management operations
• Managed corporate action processing with accuracy and efficiency

Finance Intern - Aditya Birla Capital

(2022-04 - 2022-07)

• Supported financial reporting, variance analysis, and data interpretation
• Conducted research on market trends and economic indicators
• Prepared analytical reports and dashboards for management review
• Assisted in financial planning and reporting activities

PGDM - Finance - Lexicon Management Institute (2023)

B.Com - Poddar International College (2021)