Punna C.
Associate @ Octus
United States
New York City Metropolitan Area
Investment Management
Carbon Markets, Renewable Energy, Decarbonization, Portfolio Monitoring, Investment Research, Financial Statement Analysis, SNL financial, Project Management, Presentation Skills, Machine Learning, Python (Programming Language), Big Data Analytics, Linux, Google Cloud Platform (GCP), Financial Modeling, HTML, S&P Capital IQ , R (Programming Language), Bloomberg Terminal, Salesforce
Experience

Evaluation Assistant
New York, New York
• Assist Senior Data Manager in compilation and presentation of outcome data • Support the development and implementation of data systems and processes • Expand systems knowledge by using the company’s wide data tracking systems to provide oversight of data entry into databases

Women's Advisory Program, Advisee
About the Firm: RBC is one of Canada's largest bank and one of North America's leading diversified financial services companies, providing personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

Summer Municipal Investment Intern
New York, New York
About the Firm: Loews Corporation is a conglomerate and is one of the largest diversified companies, that provides insurance, energy, hospitality, and packaging. Loews focuses on financial management and long-term value creation with shareholders. • Researched credit ratings, financial reports, debt profile, and economic trends to get an understanding of municipal finance • Presented a credit analysis of the MTA and pitched bond investment ideas to the head of the department • Assisted Portfolio Managers with database securities, such as inputting financial data from income statements into spreadsheets

Urban Leadership Fellows Program, Fellow
New York, New York
About the Program: Futures and Options has partnered with The Municipal Forum of New York to provide graduating seniors a six-week summer internship program in the municipal finance industry in New York City. • Participated in Bond School to receive insightful information on the mechanism of bonds in the municipal financial industry • Attended a seminar with SEC and MSRB representatives to understand the legal, regulatory and policy implications facing the municipal securities market in Washington, D.C • Attended Public Speaking workshops to improve communication and presentation skills and worked on a skit with group members to present different roles in municipal finance from our internship

Student Intern
New York, New York
About the Firm: LEAP provides educational arts programs for New York City students underserved in arts. Today, LEAP has served over 20,000 students across the city and is continuing to inspire community engagement through the use of creativity, collaboration, communication, and critical thinking skills.
Education

About the organization: America Needs You serves first-generation college students by providing transformative mentorship and intensive career development. • Selected from an applicant pool of over 300 first-generation college students in New York to serve in a two-year intensive career development and mentorship program
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