Mridul Mathur
Perth,WA
Summary
Motivated Applied Finance Master's graduate with a solid foundation in financial principles. Proficient in financial analysis, risk management, and portfolio optimization. Possesses strong analytical skills and a practical approach to problem-solving. Aiming to leverage academic achievements and contribute to the success of financial organizations.
Overview
4
4
years of professional experience
Work History
Early Customer Engagement Specialist
Bankwest
Perth, WA
01.2025 - Current
- Proactively engage with customers via outbound calls to address overdue payments across Credit Cards, Home Loans, Personal Loans, and Overdrawn Personal Accounts.
- Build a thorough understanding of customers' financial situations to provide tailored solutions and support them in regaining financial stability.
- Negotiate mutually agreeable payment arrangements, ensuring a positive customer experience while meeting organizational recovery goals.
- Deliver empathetic, courteous, and effective communication to foster trust and retain customer relationships.
- Consistently exceed performance expectations in a fast-paced, results-driven environment.
Financial Analyst Intern
Asas Capital
Dubai
01.2024 - 03.2025
- Performed comprehensive research and due diligence on private companies within high-growth sectors, including alternative meat, electric vehicles, drone delivery, space, fast-charging batteries, etc. Conducted analyses across the US, Middle East, and Asia Pacific, providing critical insights for client investment decisions.
- Built financial models using Excel for companies in the industry such as alternative meat, electric vehicles, drone delivery, space, fast-charging batteries, etc.
- Developed comprehensive teasers for companies, leveraging financial modeling skills to present key growth metrics and utilizing in-depth market research to tailor the value proposition to specific investor interests.
- Strategically recommended fixed-income assets, ensuring solvency by conducting rigorous interest coverage, debt service, and industry analyses. Leveraged credit ratings to curate a high-performing bond portfolio.
- Led a comprehensive review of the financial forecast report for a promising startup, playing a key role in shaping investment decisions for the firm. Also, executed a thorough analysis encompassing Total Addressable Market (TAM), rigorous risk assessments, in-depth industry analysis, and competitive landscape evaluation.
- Gained valuable exposure to structured products, where I actively participated in analyzing and understanding the intricacies of these financial instruments.
Office Coordinator
Silk Hospitality
Perth, WA
01.2023 - 12.2024
- Generated diverse operational reports, streamlining coordination within the Housekeeping department and optimizing its performance.
- Managed guest interactions via phone, meticulously logging and promptly relaying messages, information, and requests for impeccable service delivery.
- Maintained efficient record and filing systems, enabling effortless information retrieval and smooth departmental operations.
- Processed requests and delegated work assignments effectively and promptly, ensuring adherence to hotel brand standards.
- Proactively identified and communicated operational concerns to the leadership team, promoting timely problem-solving and continuous improvement.
- Adhered to hotel's telephone etiquette standards, ensuring clear, courteous, and efficient communication with guests and colleagues.
Technical Analyst
Bonanza Portfolio Ltd
04.2021 - 03.2022
- Although my official job description as a Technical Analyst involved conducting technical analysis on market trends and providing reports to senior management, I also took on additional responsibilities beyond my job description.
- Carried out in-depth investment forecasts to determine trends, opportunities, and areas of focus.
- Helped Clients in making informed financial decisions about risk and reward.
- Evaluated Investment opportunities using past data and Technical Indicators.
- Back-tested investment/trading strategies using data analysis.
Education
Master of Applied Finance -
University of Western Australia
06.2024
Bachelor of Civil Engineering -
Vellore Institute of Technology
Vellore, India06.2020
Skills
- Financial Modeling
- Teamwork and Collaboration
- Attention to Detail
- Research Skills
- Excel proficiency
Courses and Certifications
- The complete financial analyst training and investing course, Udemy
- Advanced Quant option Trading and 6 Months Stock Market Course
Timeline
Early Customer Engagement Specialist
Bankwest
01.2025 - Current
Financial Analyst Intern
Asas Capital
01.2024 - 03.2025
Office Coordinator
Silk Hospitality
01.2023 - 12.2024
Technical Analyst
Bonanza Portfolio Ltd
04.2021 - 03.2022
Master of Applied Finance -
University of Western Australia
Bachelor of Civil Engineering -
Vellore Institute of Technology
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