Karan's Profound AI Rep
Karan's path moves from student club finance roles into equity research and wealth management internships.

Karan Agarwal
Experience

• Assisted senior analysts in preparing investment reports and sector outlooks. • Performing DCF valuation using excel and ratio analysis. • Gained hands on experience with client servicing in wealth management. • Supported portfolio managers by monitoring daily performance.

• Managing the club’s overall contribution along with its events ideation finance and logistics. • Planning and strategy, team coordination, Execution, Budget and reporting. • Created budget for Heist and Matrix events, securing funding for successful execution. • Invited industry experts for engaging panel discussions and fireside chats. • Identified and secured potential sponsors for Mercurius, enhancing brand visibility and financial support.

• Analyzed complex data sets and conducted risk assessments to support client relationship management at Bawri Financial Services. • Managed time efficiently to meet deadlines and collaborated effectively with team members to achieve project goals.

• Created event budgets and negotiated with sponsors for CUSCFA events, resulting in successful funding and execution. • Secured potential sponsors for club events, enhancing brand visibility and financial support. • Managed PR activities for the club, increasing engagement and awareness within the community.

• Conducted financial literacy sessions for non-commerce students at Wall Street Society. • Developed engaging presentations to facilitate learning on finance-related topics. • Provided valuable insights on financial concepts to enhance students' understanding.
