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Hi, I’m Aashrita. I have worked in marketing and business research roles where I handled market/company research, client communication, lead generation, and coordination work.

About

Hi, I’m Aashrita. I have worked in marketing and business research roles where I handled market/company research, client communication, lead generation, and coordination work. I also have a finance background and have been pursuing CFA alongside work, which has made me disciplined and comfortable working under pressure and deadlines.

I am someone who picks up things fast, likes interacting with people, and enjoys taking initiative rather than just doing repetitive work. I’m organized, dependable, and good at balancing both analytical and creative tasks.

I think what makes me stand out is that I genuinely put effort into my work, communicate well with people, and adapt quickly to new environments and responsibilities.

  • 5 years' experience
  • Joined May 2026

Skills· 1

Industry experience

  • Financial Services
  • Professional Services
  • Media & Entertainment
  • Education

Work experience· 8 roles

Marketing & Social Media Lead · BWHJun 2025 – Present · 1 yr 6 mos

Build and manage the brand’s Instagram presence, growing followers to 1,500 within 3 months through consistent content strategy and audience engagement; Conceptualize, shoot, and edit short-form video content (Reels) by modeling products and using Instagram editing tools to create engaging visual storytelling; Manage community interactions including DMs, comments, and post-launch feedback; Support paid Meta ad campaigns and monitor analytics to optimize performance.

Investment Banking Analyst · Capwise Financial ServicesJan 2024 – Mar 2025 · 1 yr 3 mos

Owned end-to-end research process for identifying potential investment targets; conducted deep-dive analysis, cleaned and structured raw data, and developed clear, presentation-ready insights to support investment decisions; Developed and maintained detailed financial models and deal materials (information memorandums, teasers, and business analysis); Analyzed and prepared industry and market overviews; Led outreach and set up investor calls, supported business development, and created actionable call notes for follow-up.

Marketing Coordinator & Event Planner · Marketing CouchJul 2022 – Jan 2024 · 1 yr 7 mos

Successfully planned and organized events like influencer meetups, fashion shows, and buyer events; effectively communicated with clients, vendors, and team members; developed and executed social media content strategies that increased audience engagement and generated inbound leads through consistent community interaction.

Investment Analyst · K&I Wealth AdvisorsJul 2021 – Dec 2021 · 6 mos
Tax Analyst Intern (Internship) · KJ Shah & AssociatesJan 2021 – Mar 2021 · 3 mos
Tax Analyst Intern (Internship) · Bhavesh Mitaliya and CompanyJul 2019 – Aug 2019 · 2 mos
Team Lead · Mission SahasiOct 2018 – Dec 2018 · 3 mos
Public Relation Head · Empressa College FestJun 2018 – Dec 2018 · 7 mos

Education

Bachelor's in Accounting and Finance · KJ Somaiya College of Science and Commerce2018 – 2021
CFA Level 1 · CFA Institute2030 – 2026

Certifications and awards

CFA Level 12030 – 2026

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