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.

Aashrita Naik

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.

Available to hire

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.

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Experience Level

Expert

Work Experience

Marketing & Social Media Lead at BWH
June 1, 2025 - Present
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 at Capwise Financial Services
January 1, 2024 - March 1, 2025
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 at Marketing Couch
July 1, 2022 - January 1, 2024
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 at K&I Wealth Advisors
July 1, 2021 - December 1, 2021
Managed 30+ portfolios, specializing in Futures and Options trading; stayed up to date on financial news, analyzed analyst calls, monitored quarterly results and dividend ex dates; created daily MIS/Profit and loss statements, monthly/weekly exposure and promptly resolved client’s queries; effectively implemented trading strategies and came up with new ones as per the market condition.
Tax Analyst Intern (Internship) at KJ Shah & Associates
January 1, 2021 - March 1, 2021
Audited investment statements of 5,000+ employees of Larsen & Toubro Infotech, schnedier ltd, and Larsen and Toubro Technology for income tax deduction.
Tax Analyst Intern (Internship) at Bhavesh Mitaliya and Company
July 1, 2019 - August 1, 2019
Prepared Profit and loss & Balance sheet and ensured for client’s smooth operations in income tax planning and compliance with regulatory requirements.
Team Lead at Mission Sahasi
October 1, 2018 - December 1, 2018
Led a team of 25+ and executed a citywide event for over 2,500+ female students on self-protection under the name of Mission Sahasi, in North East region of Mumbai
Public Relation Head at Empressa College Fest
June 1, 2018 - December 1, 2018
Public relations leadership for college festival events; coordinated communications and media outreach.

Education

Bachelor's in Accounting and Finance at KJ Somaiya College of Science and Commerce
January 1, 2018 - January 1, 2021
CFA Level 1 at CFA Institute
January 11, 2030 - May 14, 2026

Qualifications

CFA Level 1
January 11, 2030 - May 14, 2026

Industry Experience

Financial Services, Professional Services, Media & Entertainment, Education