Simrat Pal Singh
@simratpalsingh
Assistant Manager at Kotak Securities
Chandigarh, India
Simrat Pal Singh is a diligent Data Analyst with extensive engineering experience. They are dedicated to assisting organizations in their growth by leveraging strong technical skills in data visualization, financial analysis, and automation. Proficient in tools like SQL, Tableau, and VBA, they have a proven track record of improving efficiency and generating actionable business insights.
Experience
Assistant Manager
Kotak Securities
Utilized MS Excel, SQL and Tableau Dashboard to get a visual understanding to revenue stream of the branch. Increased Efficiency of the franchisee vertical by automating the repetitive task using VBA. Providing and communicating business research. And help franchisee understand their risk exposure on existing positions.
Data Analyst
Secura Finvest
Running VBA macros to pull in latest inputs, refresh calculations and generation of positioning and liquidity reports on Tableau. Improving performance and structuring data for understanding the market segment using S Q L queries like Join, window functions and many more. Analyzing & Bank-testing the output of different strategies using SQL. Evaluating them on metrics like Maximum draw down, Risk to reward ratio etc. Created a strategy having 67% win ratio.
Education
Thapar Institute of Engineering & Technology
Master of Business Administration
Finance and Marketing
Thapar Institute of Engineering & Technology
Bachelor of Engineering
Electronics & Communication Engineering
Licenses & Certifications
CFA Level 1
CFA Institute