Geeta Tejaswini Yerraguntla

Financial analyst intern @ Kpmg for 3 year(s)

Brooklyn, NY, USA

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About
 
I’m a graduate student pursuing my MS in Finance at Fordham University, with a strong interest in investment management and portfolio strategy. Through internships at KPMG and Mahesh Dosa & Associates, I gained experience in financial modeling, investment product analysis, and financial reporting. I’ve also managed personal and family portfolios across equities and forex, achieving a 12% annual return using technical trading strategies. Proficient in Bloomberg Terminal, Power BI, Tableau, and Python, I’ve applied data-driven approaches to evaluate broker performance and optimize trade execution. As a CMT Level I candidate, I’m eager to deepen my expertise in asset management, equity research, and long-term investment strategy. 

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11 months

Of being an active member on CapSource

11

Completed Courses

0

Mentor experiences

Employment History

Financial analyst intern

KPMG

7/2023 - 12/2023

Education

Finance, General

Fordham University

Class of 2025

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Topics of Interests
Artificial Intelligence & Machine Learning Cybersecurity Data Management Entrepreneurship Growth Strategy Innovation Mergers & Acquisitions Reporting, Financial Planning & Analysis Research & Development Research, Analysis, Evaluation Strategic Planning Talent Management
Industry Expertise
Finance
Skills & Expertise
Brand Strategy Business & Proposal Writing Business Project Management Communications Content Strategy Data Collection Data Processing Data Visualization Digital Project Management Emerging Tech Experimentation & Testing Financial Analysis & Modeling Market Research Marketing Strategy Sales & Business Development Social Media Strategy