Ananya Kothakota

Jan 2025 - Jun 2025: Equipment Finance Group Jun 2024 - Dec 2024: Corporate Banking - National Healthcare

Conducted tutoring sessions to help students with course-related concepts, assignments, and projects. Implemented creative instructional strategies during lessons that led to a 40% increase in students' grades. Utilized virtual resources such as video chat, interactive whiteboard, and screen sharing to assist students in their understanding of course material. Assessed students’ improvements after each session and recorded observations. Tutor in ACC 200 – Principles of Financial Accounting, FIN 305 - Principles of Finance, ACC 201 - Principles of Managerial Accounting, STA 205 – Introduction to Statistical Methods, MAT 114 – Finite Mathematics, FRE 101 – Elementary French.

Chosen as 1 of 10 students to manage an investment fund of $1.2 million that has outperformed the S&P 500. Analyzed stocks by utilizing both technical and fundamental security analysis as well as examining relevant qualitative factors that may potentially affect future earnings. Recommended securities for purchase, sale, and retention through written reports and oral presentations.

Conducted comprehensive risk ratings and leveraged loan portfolio reviews for companies in the Entertainment, Lodging, Leisure, and Sports sectors, utilizing advanced underwriting models to assess creditworthiness. Leveraged and updated underwriting models to perform in-depth financial analysis of diverse companies, providing highly accurate creditworthiness assessments and supporting well-informed lending decisions for a portfolio exceeding $2 billion. Collaborated seamlessly with multiple Portfolio Managers simultaneously on complex and time-sensitive projects ensuring efficient project execution and timely completion. Contributed to ongoing credit monitoring efforts, analyzing financial statements, and assisting in the identification of potential risks and opportunities for portfolio optimization.