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Priyanka Khanna

Priyanka Khanna

Experienced Portfolio Analyst

Upper Management / Consulting

Toronto, Ontario

Social

Services offered

Experienced Research Analyst with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Financial Risk, Corporate Finance, Quantitative Analytics, and Financial Analysis. Strong Analytical professional with a Master of Business Administration focused in Finance, General from Ansal university.

Financial risk
Investment advisory
Corporate finance
Quantitative analytics
Research analyst
Financial analysis
Approximate rate: CAD$ 13 per hour

Experience

Senior Analyst
Client Associates, Gurgaon

1)Financial Planning , Portfolio Strategy and Reporting
2) Opportunity driven changes in client's existing portfolio based on Asset Allocation team's recommendations across – MFs ,PMS , AIFs.
3) Active Interaction with clients for business Development
4) Day to day documentation for Investment, switches, redemptions, SIP building, STP and SWPs in MFs, Opening PMS accounts, AIFs and intermediary changes in the same. 5)Conducting training for changes in the Operational efficiency amongst the team.
5) Addressing to client queries in the shortest time possible.
6)Running various stress tests on securities for building up customized portfolios

Education

MBA: Applied Finance
Ansal University - Gurgaon


Certificate in Research And Trading Analysis: Research And Trading
Kredent Academy - Kolkatta



Personal Financial Management & Wealth Management

Kredent Academy - Gurgaon, HR
BBA: Business Administration

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