Mahi Morakhia
Finance undergraduate
About
Finance undergraduate skilled in financial analysis, Excel, SQL, Bloomberg Terminal, and reporting with experience in data-driven projects and financial operations.
Skills & Expertise (17)
Work Experience
Finance & Operations Intern
Sundaram Asset Management Company
Jun 2024 - Jul 2024
Built branch-wise and relationship-manager-wise Excel dashboards by consolidating data from 6+ datasets for Gujarat region reporting. Reviewed and validated mutual fund applications to ensure operational accuracy and compliance. Generated investment statements and supported customer servicing and reporting activities. Organized and analyzed sales-related data to improve reporting efficiency.
Site leader
TIDE Foundation
Feb 2024 - April 2025
As a team leader for TIDE, I manage a team of 20 volunteers and coordinate impactful visits to schools associated with our organization. My role involves strategic planning, volunteer engagement, and ensuring the success of our initiatives to drive educational and social change. Managed budgeting, planning and deployment of learning kits for students; Coordinated schedules, resource allocation, and on-ground execution activities.
Operations & CRM Intern
Reelo Technologies
May 2023 - Jul 2023
Managed onboarding support and resolved customer queries for small business clients. Maintained transaction and customer records using HubSpot CRM and backend MIS systems. Approved and monitored customer communication campaigns through internal systems.
Education
BBA (Hons) - Ahmedabad University, Amrut Mody School of Management
2022 - 2026 · India
HSC (Commerce) - Zydus School For Excellence
2021 - 2022 · India
SSC - Zydus School For Excellence
2019 - 2020 · India
Certifications
Bloomberg Market Concepts
Bloomberg · 2026
Completed the Bloomberg Market Concepts (BMC) certification, gaining foundational knowledge in Economics, Equities, Fixed Income, Currencies, and Commodities. The course provided practical insights into global financial markets, market indicators, and investment concepts using Bloomberg Terminal-based content.
Bloomberg Finance Fundamentals
Bloomberg · 2026
Completed the Bloomberg Finance Fundamentals (BFF) course by Bloomberg for Education. Gained foundational knowledge of global financial markets, including equities, fixed income, foreign exchange, commodities, and investment banking. Learned about market participants, capital raising, risk and return, financial instruments, and the role of financial institutions in the economy. Strengthened understanding of real-world market concepts and financial decision-making.
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Skills (17)
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