yukti bhatia

About

Yukti Bhatia is an MBA Finance graduate and wishes to pursue a long-term finance career with a financial services institution. Ms. Bhatia enjoys learning and building financial skillsets and resolve complex industry problems. Her passion and prior work experience in finance has transformed her into a very dedicated, focused and optimistic person. While working as an Equity Analyst, Ms. Bhatia covered over 12 large-cap stocks and initiated coverage on 4 small-cap stocks. Also, through active networking, Ms. Bhatia realized that the industry is expecting a technological shift and this motivated her to learn programming languages such as R and SQL that are majorly used by Hedge Funds/Equity Analysts/Investment Bankers. Ms. Bhatia's experience with Deloitte Consulting helped her gain corporate world experience and build technical skillset. Ms. Bhatia is actively looking to switch to Finance career as her education, experience and career interests, direct her to a finance path.

Country

united states

City

new york

Industry

financial services

Skill

equity research analysis, bloomberg terminal, preparing financial and valuation models, valuation, industry and macro research, financial modeling, advanced excel, risk management, corporate finance, morningstar office, accounting financial and managerial, trading, market analysis, passionate in learning about capital markets, financial analysis, microsoft office, microsoft excel, microsoft word, powerpoint, financial and tax audit, microeconomic and macroeconomic theories, foreign exchange management, equity valuation, tableau, r programming language, minitab, big data analytics, white belt certificate in six sigma, quickbooks, market research, good communication and presentation skills, analytical skills, attentive to details, intellectually curious, self motivated, solution oriented, build strong relationships, strong work oriented, focussed, financial instruments, account reconciliation, investment banking, investment management, bloomberg excel, asset allocation, internal audit, global markets research and analysis, fast paced, hungry for knowledge, vlookup

Experience

accounting trainee

h ashar & co

2012-8 - 2013-12 · 1 yr 5 mos

* Participated in financial audit projects with providing support in testing and reconciling client vouchers with bank statements. Functions performed include planning audit strategy, control testing, proposing recommendations and concluding audit work * Assisted in understanding client’s ERP system, preparing client reports, solving queries, and performing client management tasks

actuary analyst

deloitte consulting

2017-12 - 2018-9 · 10 mos

* Shortlisted the top 12 cost effective proposals out of 40 Managed Care Organizations (MCO) proposals to introduce telemedicine service for improved medical adherence and cost reduction * Performed initial validation of each proposal by verifying the calculation of the average expense Per Member Per Month (PMPM) * Collaborated with a senior consultant to perform the cost benefit analysis to identify the most cost effective proposals * Strategized and performed Risk and Veracity analysis for the shortlisted proposals and presented it to senior management * Researched strategies to reduce readmissions and preventable emergency visits for further cost reduction

part-time accounting co-op

john maggio cpa

2016-1 - 2016-8 · 8 mos

* Updated and remodeled the process of inputting client data in QuickBooks software to perform duties such as bank reconciliation. The new process adoption led to efficient and time saving transition to paperless documents, automatic data upload and error notifications * Scrutinized and assisted in filing tax returns through Lacerte Software

equity research analyst intern

howe & rusling, inc.

2016-1 - 2017-5 · 1 yr 5 mos

Identifying and formulating investment ideas and preparing external and internal buy/sell reports and documents to communicate ideas and news events regarding small and large cap securities in different sectors by performing in-depth fundamental analysis. Stock recommendations include COR, CENT, LGIH, SLB, DLR, NWL, CLX etc. Assisting equity analysts in monitoring new developments and updating industry and financial models. Updating financial models by utilizing Bloomberg, Excel and Tamarac Advisor Platform to prepare weekly equity meeting documents. This includes updating the weekly performance of stocks for different portfolios, buys/sells during the week, sector performance, and screening models. Conducting extensive valuation analysis and preparing financial and valuation models to project growth estimates, forecasts and the fair market value of securities and responding to inquiries related to the analysis. Preparing summarized research reports, financial models, and statistical data for client information on regular

graduate assistant

rochester institute of technology

2014-9 - 2015-12 · 1 yr 4 mos

* Retrieved car recalls data from Factiva software and pioneered and performed big data analysis to find the car recalled dates for specific models. The results include a concise and rectified data set that was used as input for the project * Assisted in preparing presentations, solving queries and grading quizzes for an Information Systems and Technology course