Simran Sidhu

I am Simran Sidhu and I am recruiting for an investment management role from the UNC Kenan Flagler MBA program. I graduated this year from the Kelley School of business at Indiana University Bloomington with a bachelors of science in finance. I leverage my technical skills in finance alongside my soft skills of organization and team work to deliver quality work.

WEALTH ENHANCEMENT GROUP – Charlotte, NC 2022

Intern

• Analyzed alongside regional manager and local marketing team on how to reallocate thousands of dollars of funds to marketing and client activities, to better understand client needs post Covid
• Renovated client events working alongside marketing team and delivered presentation on 10 new client events to management improving retention rates and engagement
• Acted as a assistant to 8 different teams on a rotating basis, multitasking to develop presentations on market events and creation of models for use by teams for further analysis in day to day operations
• Created simulated portfolio in competition and then defended investment decisions to better financial analysis and excel skills in a presentation to investment team

UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School – Chapel Hill, NC May 2025

Master of Business Administration, Full-Time MBA Program

• Concentration in Capital Markets & Investments
• Fundamental Investment Practicum Mentorship Program
• Investment Management Club Alpha Challenge Liaison
• Selected for highly competitive PRIME program matched with White River Value Advisors 

Bachelor of Science, Business, Finance, GPA 3.6

• Dean's Scholarship: awarded based on high academic performance
• Hudson & Holland Scholar Program: Scholarship for high achieving underrepresented minorities
• Founders Scholar: For students receiving a GPA higher than a 3.80 after honors convocation