Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Poojaa N

Poojaa N

Analyst
Chennai

Summary

Dynamic, Enthusiastic and detail-oriented PGDM graduate with a solid foundation in finance and a passion for financial analysis and strategic planning. Adept at translating complex financial insights into actionable recommendations. Skilled in utilizing diverse analytical tools to extract insights and facilitate informed decision-making. Proven ability to analyze financial data, manage working capital, and evaluate market trends. Eager to contribute to a forward-thinking organization by leveraging strong analytical skills and a proactive approach to financial challenges.

Overview

2
2
years of professional experience
7
7
Certifications
5
5
Languages

Work History

Analyst

BERKADIA FINANCIAL SERVICES PVT LTD
Hyderabad
02.2025 - Current
  • Analyzed property operating statements for various asset classes including multifamily, seniors housing, hospitality, affordable housing, office, retail, self-storage, and mixed-use properties.
  • Created detailed deal summaries that synthesized complex data and provided strategic insights for investment decisions.
  • Delivered high-quality client-facing documentation under tight timelines, ensuring accuracy, clarity, and consistency in all output.
  • Contributed to the successful closing of multiple high-value commercial real estate transactions by providing timely and impactful analytical support.

Financial Analyst Intern

Krystal Ventures Studio
Bengaluru
06.2024 - 08.2024
  • Understood different business models and revenue models to estimate investment requirements and evaluate startups, crafting strategies for sector analysis and financial modeling in sustainable, clean tech, water tech market, while focusing on targeted live deal and creating financial models.
  • Evaluated 30+ companies, scoring them on innovation and viability and evaluated business models and growth potential of 10+ early-stage sustainable, clean tech, water tech startups leveraging technology in SAAS and IoT apps.
  • Integrated as associate at Krystal Ventures Studio, KAIROS COLAB, assisting in structuring and delivery of founders' presentation decks at select investor events.

Equity Research Intern

Procapitas
Bengaluru
05.2024 - 07.2024
  • Analyzed SUN PHARMACEUTICALS' and NIFTY 50's performance in Indian market to enhance equity research.
  • Utilized MD&A analysis to evaluate SUN PHARMACEUTICALS, comparing with leading industry players, which aided in understanding the financial position of SUN PHARMACEUTICALS.

Finance Operations Intern

DocWealth Doctors' Wealth Advisors
Bengaluru
01.2024 - 03.2024
  • Worked on assisting in providing financial services creating and providing financial planning and portfolio management to HNIs (particularly doctors) and wealth management.
  • Handled administrative and data entry work for staff and studied with senior staff to develop deep understanding of team processes and full operational activities.
  • Studied with senior staff to develop deep understanding of team processes and full operational activities.

Education

PGDM - Finance And Business Analytics

M S Ramiah Institute of Management
Bengaluru
05.2025

Bachelor of Science - Psychology

Hindustan College Of Arts And Science
Chennai
05.2023

12th -

Hindu Senior Secondary School
Chennai
04.2019

10th -

Hindu Senior Secondary School
Chennai
04.2017

Skills

  • Commercial Real Estate Transactions (GPO Team Experience)

  • Market Trend Evaluation & Competitor Benchmarking

  • Python and R language

  • Microsoft Excel (Advanced: What-If, Goal Seek, Sensitivity Tools)

Certification

Data analysis and decision making, NPTEL, 2024

Timeline

Analyst

BERKADIA FINANCIAL SERVICES PVT LTD
02.2025 - Current

Financial Analyst Intern

Krystal Ventures Studio
06.2024 - 08.2024

Equity Research Intern

Procapitas
05.2024 - 07.2024

Finance Operations Intern

DocWealth Doctors' Wealth Advisors
01.2024 - 03.2024

PGDM - Finance And Business Analytics

M S Ramiah Institute of Management

Bachelor of Science - Psychology

Hindustan College Of Arts And Science

12th -

Hindu Senior Secondary School

10th -

Hindu Senior Secondary School

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