I am presently working as an Analyst at a boutique Investment Bank.

Joining the Colgate Investment Group a couple months into college sparked my interest in finance. I was drawn in by the collegiate culture and the intersection of strategic and quantitative thinking. As an analyst in the consumer retail sector, I loved picking apart a business and utilizing everyday experiences of staple companies to inform investment decisions.

I spent the next summer at Dartmouth’s Tuck School of Business with the Bridge Program to explore business more broadly and had another positive experience in an Investment Banking role. I collaborated with a team of 5 peers and a tight deadline to produce and present a DCF and acquisition recommendation for Caterpillar Inc to a panel of faculty and industry executives.

Professional growth as a Strategic Implementation Analyst in the Global Capital Markets group at Wilmington Trust further developed my industry interest and expertise. After only 6 months, I led a team of 5 coworkers in transforming monthly reports by automating them with Power BI and identifying reporting efficiencies.

Joining an Investment Bank was a natural next step. I thoroughly enjoy helping companies grow and navigate complex financial situations, then seeing the impact of that work play out in the news. I am thriving in the fast-paced, challenging, collegiate environment of an Investment Bank.

Prior Coursework:

Relevant Coursework in Microeconomics in Macroeconomics, International Finance, European Economic Issues, Development Economics, Statistics

Spring 2021

logo

International Academy of Computer Training's Microsoft Excel 2016 Certification

  • Completed self-directed certification on formulas, functions, charts, reporting, macros, VBA, and data analysis to augment competency in Excel
  • CPD certified 

Spring 2018

Logo

Wall Street Prep Boot Camp: Accounting & Financial Modeling Liberal Arts seminar

  • Augmented understanding of financial services industry through 16-hour training program in accounting and financial statement modeling and analysis
  • Constructed financial models based on Apple Inc.’s 2013 10k report to synthesize Excel modeling, navigating through financial reports, and accounting and corporate finance

Summer 2016

Certificate

Georgetown University: Course on Economics

  • Developed foundation in key economic principles through 3-week intensive course 
  • Applied classroom learning to team-based comparative economic analysis of inflation in the US and Venezuela, culminating in final proposal of research in poster session

Summer 2014

Certificate

Columbia University: Course on Stock Market

  • Developed foundation in market mechanisms through 3-week intensive course 
  • Managed portfolio of securities in team-based stock market simulation culminating in final report and presentation– of trading strategy and portfolio's relative performance and risk– to faculty

"Anisha stood out. She was one of the sharpest and also one of the most enthusiastic.. For the final project, Anisha, unlike many students, made her report something more than a simple record of ups and downs in her portfolio. She understood the assignment and exerted the necessary effort to give a thorough, reflective overview of her thought process. She adeptly integrated the course concepts into her trading strategy and report, demonstrating a level of comprehension well beyond her years."

- Professor of Economics and Finance, Manhattan College