Zain Soomro

Conduct risk profiling for 30+ clients, supporting tailored investment recommendations aligned with their financial objectives. Perform annual reviews for 50+ superannuation accounts, ensuring continued alignment with clients' goals and regulatory requirements. Support financial advisers by analysing client financial information and developing goal-based financial strategies.

Junior Analyst - PROPARA PTY LTD

(2025-07)

• Conduct risk profiling for 30+ clients, supporting tailored investment recommendations aligned with their financial objectives.
• Perform annual reviews for 50+ superannuation accounts, ensuring continued alignment with clients' goals and regulatory requirements.
• Support financial advisers by analysing client financial information and developing goal-based financial strategies.
• Prepare 10–15 SOAs and ROAs monthly, delivering accurate, compliant documentation to support timely client advice.

Finance Intern - LEGAL AID SOCIETY

(2024-07 - 2024-08)

• Assisted with financial analysis, reporting, and budgeting activities to support informed financial decision-making.
• Tracked and reconciled 50+ expense transactions weekly, improving the accuracy of financial records.
• Recorded 80+ financial transactions in QuickBooks, maintaining accurate bookkeeping and reporting.
• Supported FBR tax calculations and filings, contributing to timely regulatory compliance.

Sales Executive - EXPERTS HELPING BUSINESSES

(2022-07 - 2022-10)

• Conducted 150+ international cold calls daily, generating qualified leads for medical service teams.
• Assessed client needs and maintained follow-ups, strengthening customer engagement and supporting lead qualification.

Bachelor of Science - Accounting and Finance - INSTITUTE OF BUSINESS MANAGEMENT (2022 - 2026)

Professional Qualification - Accounting - ACCA (Association of Chartered Certified Accountants)

A-Levels - Commerce - ALCOTT COLLEGE (2019 - 2021)