AYUSH KUKREJA
Mobile- 9953779506, 8700501326
Email-
[email protected]DOB – 11/05/2001
Age-23
Linkedin- https://www.linkedin.com/in/ayush-kukreja/
Interests- Cricket, Chess, Swimming, Trading , Movies
Education Board Institute Percentage Year
MBA Finance SVKM NMIMS Narsee Monjee Instititute of Management
72%
Studies, Bangalore 2024
Bachelor’s- University of Delhi College of Vocational Studies 70.96% 2022
Management
HSC CBSE Cambridge School Srinivaspuri 87.75% 2019
SSC CBSE Cambridge School Srinivaspuri 79.8% 2017
WORK EXPERIENCE
Financial Analyst Ameriprise Financial April 24 - Present
Services LLC
Roles & • Assisted financial advisors in preparing financial plans, tax planning ,conducting investment research, managing
Responsibilities trades and money movements using applications like Navi Plan , Money Guide and Thomson One.
• Onboarded 10+ new experienced financial advisors monthly, contributing to a 15% increase in business
growth.
• Managed the rebalancing and reallocation of investment portfolios worth $50M+, ensuring alignment with
client goals and risk tolerance and increasing GDC growth for the advisors.
• Collaborated with the onshore team for ACAT Fee reimbursements and prepared MIS Reports to ensure
seamless business operations.
• Audited Unrealised Capital Gains, Realised Capital Gains, Dividend and Interest Income Statements for the
clients in accordance with the Federal Tax rates.
• Managed e-meetings, client presentations, segmentations and social media accounts using Salesforce CRM.
INTERNSHIPS
Finance Intern The Media Ant April 23 – June 23
Roles & • Produced comprehensive MIS financial reports including - P&L, Cash Flow, and Balance Sheet for FY 21-22 and
Responsibilities FY 22-23 and projected working capital for next 6 months which helped in facilitating data-driven decision making.
• Analyzed revenue by vertical, managing substantial advances, and optimizing cashflow dynamics along with 7 Year
analysis of Sales and Margin report.
• Enhanced efficiency through detailed expense research, overseeing high-value client payments, and streamlining
procurement via strategic creation of purchase order.
• Developed Discounted Cash Flow Models to forecast the feasibility of acquisition of small advertising agencies.
Social Welfare Intern Bright Future February 23
Roles & • Taught women empowerment and basic mathematics to primary and informal student using innovative teaching
Responsibilities methods.
• Orchestrated a community-wide mobilization drive to increase awareness of the foundation's diverse training
programs and opportunities.
• Curated and presented 5 impactful success stories highlighting the transformation of students who participated in
Bright Future's vocational training program.
PROJECTS
Roles & • National Institute of Securities Market – Worked as Brand Ambassador for 3 months
Responsibilities • Project on Motor Insurance with Fundamental Analysis of ICICI General Insurance
CERTIFICATIONS
CERTIFICATIONS • Excel Skills for Business – provided by Coursera
• BMC Market Concepts-Bloomberg
• Valuation for startups using DCF Approach – provided by Coursera
• Introduction to Financial Markets – provided by Coursera
• Fundamentals of Digital Marketing- provided by Google
POSITIONS OF RESPONSIBILITY
Mudra, The Finance Club of NMIMS Bangalore Aug 2022 –March 2024
Technical Head
• Conducted Flagship Annual Fest of NMIMS Bangalore – “Valorem”, which invites Top B School students to
showcase their skills in Equity Research.
• Posted weekly charts on Instagram with technical analysis of stocks and also covered various financial scandals
that occurred in the past.
SKILLS
Accounting, Financial • Proficient in Accounting, Financial Analysis, Financial Planning and valuations using various methodologies such
Analysis,Valuation, as discounted cash flow (DCF), relative valuation, precedent transactions and other industry-specific
Bank Management approaches. Ability to analyze financial statements to derive accurate valuation opinions.
• Familiar with the working of commercial banks and basel norms.
Research, Risk • Strong research and Financial Statement Analysis capabilities to identify and evaluate financial risks, market
Management, trends and industry benchmarks.
Derivatives • Possess strong knowledge of Derivatives, Wealth Management and Portfolio Management.
ACHIEVEMENTS
Academics
• AIR 16 in CS Foundation
• Cleared CFA Investment Foundations
• NISM 5A Mutual Fund Certified
• CFA Level 1 Candidate
EXTRA CURRICULAR
• 4th Position in Investate held by Finatix – The Finance club of IIM Raipur
• 2nd Position in the event Qriosity 2.0 organized by Rotaract Club of CVS
• 1st Position in Intersection Ad-mad Competition
• 1st Position in Ad-mad presentation
• 1st Position in Intersection Gk Quiz Competition
• National Finalist in Vishleshan by Manage Hyderabad
