Hello, I am Shruti Kumari

Unlocking financial opportunities with data-driven insights and strategic investment solutions

A Finance Professional based in UK

About Me

I am a finance professional with over 3 years of experience in investment analysis, financial modelling, and client relationship management. I hold a Master’s in Finance from the University of Edinburgh and have worked with global firms like Bloomberg and Ionate, where I enhanced operational efficiency, led data-driven decision-making, and optimized financial processes. My expertise spans market research, risk mitigation, and process automation using tools like SQL and Python. Passionate about financial markets and venture capital, I thrive in dynamic environments where I can apply my analytical skills to drive impactful results.

My Professional Timeline

Global Funds Analyst

Bloomberg LP
Ionate

Financial Business Analyst

University of Edinburgh

Masters of Science, Finance

HBF Direct Limited
Business Development Executive
Lawyered
Business Consultant
University of Delhi
Bachelor of Commerce , Accounting

Work Experience

Education

My Skills

Technical Skills
Core Skills
  • Financial Analysis and Modeling

  • Client Relationship Management

  • Data Analysis

  • Project Management,

  • Corporate Finance

  • Stakeholder Management

  • Risk Mitigation

  • Process optimisation

  • Strategic Planning & Advisory

  • Business Valuation

  • Portfolio Management

  • Compliance & Regulatory Knowledge

  • SQL

  • Python

  • STATA Programming

  • Advanced Excel

  • Jira

  • API

  • Bloomberg Terminal

  • Refintiv

  • ZOHO CRM

  • HubSpot

  • Bloomberg Quants

  • Power BI

Certfications

What sets me apart is my unique ability to combine deep analytical expertise with a client-centric approach. I don’t just focus on the numbers—I understand the broader business context and craft tailored solutions that align with both financial objectives and strategic goals. My passion for continuous learning and adaptability in fast-evolving environments enable me to bring fresh perspectives and innovative solutions to every challenge I tackle.

Awards and Certifications

My Projects

Explore my work in financial analysis and investment research.

Content Acquisition Strategy

Utilised advanced excel and financial analysis and modeling skills to make a decarbonised portfolio from scratch with the aim to maximise expected returns contingent on any given amount of risk while minimising the tracking error

Sustainable Portfolio Management

Template pitch deck for client/market acquisition used as Technical Account Manager

Quantitative Analysis Report

Utilised STATA programming language and Refinitiv software to carry out a correlation and panel data fixed effect regression analysis to investigate the relationship between ESG ratings and Corporate Financial Performance.