Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

KAVYA BHARDWAJ

SYDNEY,NSW

Summary

A hard working and performance driven Finance Student adept at conducting financial market research, evaluating investment opportunities and providing support to financial advisors and planners. Organized and motivated employee eager to apply time management and organizational skills in various environment. Seeking entry level opportunities to expand skills while facilitating company growth.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Finance Intern

Fiona Wang and Associates
New South Wales , Australia
11.2023 - 01.2024
  • Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
  • Provided guidance on financial decisions related to taxes.
  • Analyzed financial data, credit reports and loan documents to determine eligibility for mortgage loans.

Sales Assistant

UNIQLO
Chatswood, NSW
06.2023 - 12.2023
  • Helped customers find specific products, answered questions and offered product advice
  • Monitored stock levels to facilitate restocking and replenishment of shelves
  • Built and maintained relationships with peers and upper management to drive team success.

Shift Runner

Dominos
01.2023 - 06.2023
  • Mentored and coached staff by giving employees suggestions and feedback to improve job performance
  • Coordinated shift workers for inventory receiving, auditing and restocking
  • Managed daily workflow and scheduled staff for adequate coverage.

Investment Banking Intern

Citi Bank
Sydney, NSW
02.2023 - 03.2023
  • Prepared detailed reports and presentations for internal and external stakeholders, contributing to informed decision-making
  • Participated in virtual meetings, workshops, and training sessions to enhance knowledge of investment banking processes and industry trends
  • Assisted in conducting market research and analyzing financial data to evaluate investment opportunities.

Sales and Trading Intern

CITI APAC
SYDNEY, NSW
02.2023 - 03.2023
  • Acquired a solid understanding of sales and trading processes, including trade execution and portfolio management
  • Proficient in conducting market research and analysis using various financial tools and platforms
  • Developed and delivered a presentation on market analysis, highlighting key opportunities for clients.

Customer Service Representative

Mad Toppings Hornsby
Hornsby, NSW
07.2022 - 12.2022
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
  • Demonstrated excellent communication skills in resolving product and consumer complaints.

Sales and Marketing Assistant

India Chamber of Commerce and Industry
New Delhi, India
11.2021 - 02.2022
  • Conducted market research to identify customer trends, competitor offerings and demographic data
  • Assisted in organizing promotional events
  • Optimized content to support and maintain brand voice and increase engagement across multimedia platforms.

Data Analyst

Ricoz
New Delhi, India
06.2021 - 08.2021
  • Generated reports and obtained data to develop analytics on key performance and operational metrics
  • Provided supporting information to substantiate research findings
  • Assisted with efforts to track, evaluate and report on impact of programs using multiple data sources.

Education

Masters of Arts - Banking and Finance

Macquarie University
07.2023

Bachelor of arts Economics) hons -

Delhi University
01.2022

Skills

  • Financial Analysis
  • Customer Service
  • Strategic Planning
  • Team Leadership
  • Quantitative skills
  • Market Trend Analysis
  • Complex Problem Solving
  • Decision-Making

Certification

  • Leveraging Your Network Certification, Harvard Business School, 2023
  • Presentation Skills Certification, Harvard Business School, 2023
  • Ethics at Work Certification, Harvard Business School, 2023
  • Excel 2016, Core Data Analysis, Manipulation, and Presentation, Coursera, 2022

Timeline

Finance Intern

Fiona Wang and Associates
11.2023 - 01.2024

Sales Assistant

UNIQLO
06.2023 - 12.2023

Investment Banking Intern

Citi Bank
02.2023 - 03.2023

Sales and Trading Intern

CITI APAC
02.2023 - 03.2023

Shift Runner

Dominos
01.2023 - 06.2023

Customer Service Representative

Mad Toppings Hornsby
07.2022 - 12.2022

Sales and Marketing Assistant

India Chamber of Commerce and Industry
11.2021 - 02.2022

Data Analyst

Ricoz
06.2021 - 08.2021

Masters of Arts - Banking and Finance

Macquarie University

Bachelor of arts Economics) hons -

Delhi University
KAVYA BHARDWAJ