- Youth Development Programs
- Getting involved in local advocacy groups to promote positive change in the community
- Volunteer Work
Bishwamani Pokhrel
Perth,WA
Summary
Results-driven finance professional with over six years of experience in banking and investment sectors, complemented by a strong academic background with a Master's in Finance and a Bachelor's in Banking Administration. I recently completed a Master's in IT - Data Analytics in Perth, equipping me with advanced data-driven decision-making and business intelligence skills. Experienced in financial planning, client advising, and investment strategy, with a proven ability to analyze complex financial situations and provide tailored solutions. Strong communication and interpersonal skills, coupled with a deep understanding of financial regulations and risk management, enable me to assist individuals in navigating financial challenges effectively. I am eager to apply my financial expertise and analytical abilities to a career in financial counseling.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Security-Officer
Iconic Security
10.2024 - Current
- Operated surveillance systems and performed routine patrols to maintain security and identify potential threats.
- Managed building access by verifying identification and granting permission to authorized individuals.
- Reacted swiftly to alarms, emergencies, and disruptions.
- Prevented theft, vandalism, and illegal actions through active monitoring and a visible presence.
- Applied company rules and legal standards to ensure a safe and compliant environment.
- Prepared comprehensive reports on incidents, daily activities, and any unusual events.
Technical Analyst and Account Coordinator
Trade Nepal Investment and Counselling Services
03.2020 - 07.2022
- Gathered and assessed securities data, including industry-related stocks, bonds, and commodities.
- Analyzed company financial reports to determine the market performance of existing securities.
- Used various techniques and methodologies to create financial forecasts. Assisting with company initial public offerings (IPO), including a stock's value, capitalization, and target price.
- Provided direction and expert advice on buying, selling, or holding securities. Recording accounts, paying bills, billing clients and customers, tracking assets and expenditures, managing payroll, and keeping track of critical tax documents.
- Authored technical requirement documentation to suit business goals and technological limits.
- Identified opportunities for process optimization by analyzing data trends and patterns, leading to informed decision-making.
Asset Management Analyst
Sonota Investment Pvt. Ltd.
07.2016 - 12.2019
- Delivered consistent returns on investments through disciplined monitoring and rebalancing of client portfolios in adherence to established guidelines.
- Maintained compliance with industry regulations by staying up-to-date on relevant laws and ensuring accurate record-keeping practices were followed consistently.
- Evaluated the performance of external fund managers to ensure alignment with client objectives, leading to better-informed investment decisions.
- Conducted due diligence on potential investment opportunities, minimizing risks and maximizing investment returns.
- Participated in ongoing professional development opportunities to stay current on industry trends and best practices, ensuring continuous improvement in client service delivery.
- Improved asset allocation by regularly monitoring and adjusting investments to meet specific financial goals.
- Optimized investment strategies for client portfolios through comprehensive risk assessment and management.
- Provided insightful recommendations to senior management on new investment opportunities, contributing to company growth.
- Supported business development efforts by providing expert analytical support during client presentations and meetings, helping secure new contracts with prospective clients.
Bank Intern
Nabil Bank Limited
09.2014 - 11.2014
- Enhanced customer satisfaction by efficiently addressing and resolving banking inquiries.
- Served as a valued member of the bank''s internship program, consistently receiving positive feedback from supervisors and colleagues.
- Streamlined bank processes for improved operational efficiency through detailed analysis and recommendations.
- Supported branch operations by accurately processing transactions, including deposits, withdrawals, wire transfers, and loan payments.
Education
Master's in Information Technology - IT
Kaplan Business School
Perth09.2024
Master's in Finance - Finance
Tribhuvan University
Kathmandu, Nepal03-2022
BBA - Banking, Finance, And Insurance
Pokhara University
Pokhara, Nepal12-2015
Skills
- Verbal and written communication
- Security camera monitoring
- Staff management
- Cash flow management
- Accounting management
- Fixed asset management
- Financial forecasting
- Account reconciliation
- General ledger accounting
- Cost accounting
- Risk management
- Financial statement review
- Financial management
- Punctuality
- Work ethic
- English Fluency
- Time management
- Relationship building
- Interpersonal communication
- Task prioritization
- Problem-solving abilities
Certification
Security Officer License (WA)
Responsible Service of Alcohol (RSA)
First Aid Certification
White Card
Interests
Timeline
Security-Officer
Iconic Security
10.2024 - Current
Technical Analyst and Account Coordinator
Trade Nepal Investment and Counselling Services
03.2020 - 07.2022
Asset Management Analyst
Sonota Investment Pvt. Ltd.
07.2016 - 12.2019
Bank Intern
Nabil Bank Limited
09.2014 - 11.2014
Master's in Information Technology - IT
Kaplan Business School
Master's in Finance - Finance
Tribhuvan University
BBA - Banking, Finance, And Insurance
Pokhara University
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