● Open to Work

Suraj Managundi

MBA Finance | Business Advisor | Finance & Client Analytics
Karnataka, India

About Me

MBA Finance candidate with a strong foundation in financial analysis, accounting, investment products, mutual funds, customer relationship management and business analytics. Skilled in Advanced Excel, Power BI, SQL and Python fundamentals, with knowledge of financial markets and investment analysis.

Skills & Technologies

Business AdvisoryClient Relationship ManagementFinancial AnalysisInvestment AnalysisMutual FundsFinancial MarketsCustomer Needs AnalysisSales SupportBusiness DevelopmentAdvanced ExcelPower BISQLPythonData AnalysisReportingProblem SolvingCommunicationNISM Research Analyst – Series XVFinancial Modeling CoursePower BI Data Visualization

Work Experience

Finance Intern

Geojit Financial Services Ltd.
2026NOW

Supported finance and investment-related research with a focus on mutual funds and investor-oriented analysis. Analyzed mutual fund performance using return, risk, and comparative performance measures. Worked with financial data, Excel-based analysis, and presentation of findings.

Projects

Performance Evaluation of Mutual Funds

Studied selected equity and large-cap mutual fund schemes and compared performance with market benchmarks. Applied financial measures including annual return, standard deviation, beta, Sharpe ratio, Treynor ratio and Jensen's Alpha.

Education

Master of Business Administration (MBA)

Finance

Karnatak University Dharwad2024 - 2026

Bachelor's Degree

Karnataka, India2020 - 2023
Suraj Managundi - MBA Finance | Business | HiringAnt