HERA KHAN, MBA

• Managed pricing strategy, profitability assessment, and commercial finance analysis across MEA customer portfolios and OEM accounts. • Conducted analysis on raw material cost movements, FX fluctuations, freight changes, and pricing adjustments to protect margins and improve commercial performance. • Performed forecasting, variance analysis, business performance evaluation, and management reporting for commercial and finance stakeholders. • Supported working capital management, cash flow monitoring, credit analysis, and financial planning activities across regional operations. • Automated reporting workflows, ageing analysis, and dashboard reporting using Excel, Power BI, and ERP-generated datasets.

Actively managing a diversified personal investment portfolio across public equities, ETFs, commodities, macroeconomic themes, and global markets with a strong focus on long-term capital appreciation and risk-adjusted returns. Independently manage portfolio allocation, capital deployment, risk exposure, and investment positioning based on market cycles, macroeconomic developments, earnings trends, and sector performance. Conduct detailed market research, portfolio monitoring, and investment analysis using interest rates, inflation trends, credit markets, FX movements, and geopolitical developments to evaluate investment opportunities and downside risks. Apply portfolio management principles including diversification, risk-reward optimization, liquidity management, and scenario analysis to maintain balanced market exposure across asset classes. Track portfolio performance, volatility, sector allocation, and macroeconomic indicators to continuously optimize investment strategy and capital preservation.

• Conducted financial and commercial analysis across shipping routes, port operations, freight pricing, and customer profitability to support strategic business decisions. • Analysed freight margins, voyage profitability, operational costs, and revenue trends to identify optimisation opportunities. • Supported budgeting, forecasting, cash flow tracking, and business performance reporting activities for management decision-making. • Prepared management reports, operational dashboards, and commercial insights using advanced Excel and analytical reporting tools. • Coordinated with commercial, operations, and finance teams to support pricing decisions and operational efficiency initiatives.

• Supported cross-border investment research, fundraising workstreams, and pitch desk activities for growth-stage companies and investment mandates across US and Australia markets. • Assisted in preparing investor pitch decks, investment memorandums, valuation analysis, and strategic presentations for founders and institutional stakeholders. • Conducted market research, due diligence, competitor benchmarking, and sector analysis across fintech, logistics, industrials, and consumer sectors. • Performed financial statement analysis, forecasting, sensitivity analysis, and business performance evaluation to assess investment opportunities. • Supported investor outreach activities, fundraising documentation, and preparation for investor meetings and roadshows.

Conducted valuation analysis, financial due diligence, and investment research across 40+ listed companies. • Prepared investment memorandums, financial models, and strategic investment analysis for institutional stakeholders. • Supported capital raising initiatives, M&A; evaluation, JV analysis, and transaction due diligence.

• Conducted mutual fund research and performance analysis across equity, debt, and hybrid funds based on risk-return metrics and market trends. • Assisted in portfolio analysis, fund comparison, and investment reporting using financial data, NAV performance, and sector allocation analysis. • Evaluated market movements, economic indicators, and investment strategies to support fund performance reviews and investment recommendations. • Prepared investment summaries and presentations covering portfolio performance, asset allocation, and market outlook for internal discussions.

1st Rank holder on DSIJ APP VIRTUAL TRADING conducted by college.

• Conducted detailed company research, financial analysis, and valuation assessments across multiple sectors to support investment and strategic business decisions. • Performed financial modeling, DCF valuation, comparable company analysis, and forecasting to evaluate profitability, liquidity, and growth opportunities. • Prepared investment memorandums, due diligence reports, and strategic presentations for senior stakeholders and investment discussions. • Supported M&A evaluation, capital raising initiatives, and joint venture analysis through market research and financial assessment.

• Managed accounts receivable operations, collections tracking, customer ageing analysis, and reconciliation processes. • Performed financial analysis on customer payment behaviour, overdue trends, and collection performance to support liquidity management. • Assisted with month-end reporting, invoicing controls, and finance operations using Excel and ERP reporting tools. • Supported finance operations through reconciliation activities, reporting accuracy checks, and transaction monitoring.

• Conducted investment analysis and feasibility assessments for commercial real estate opportunities valued above AED 10M. • Performed ROI analysis, cash flow forecasting, and financial evaluations supporting property investment decisions. • Coordinated with financial institutions and stakeholders on investment-related financial matters.

• Completed a two-year full-time MBA in Finance, building a strong foundation in financial markets, corporate finance, and investment analysis. • Participated in live financial market projects, applying theoretical concepts to understand capital market dynamics and macroeconomic trends. • Winner – 1st Place in a Virtual Trading Competition, demonstrating strong analytical skills in portfolio allocation and risk management. • Conducted financial statement analysis of mid-sized companies, evaluating profitability, liquidity, and leverage to assess financial performance. • Completed an internship with a Forex brokerage, gaining exposure to currency markets and concepts such as swaps, LIBOR, and MIBOR. • Served as Head of the Placement Committee, coordinating recruiter engagement and placement activities. • Co-founded an online finance discussion forum, collaborating with peers to analyze financial markets and macroeconomic developments.

- Study of Marco Economics - Study of types of accounting across the Globe - Tally ERP course