1. Sankruti Mehta
Sion-Chunabhatti (W), Mumbai - 400022.
Mobile: +919820013361; Email: sankruti90@gmail.com
PROFILE SUMMARY
I have acquired an aggregate experience of over 3 years in the global investment domain. Having
completed all the three levels of the CFA (US) Exam and FRM certification holder, I am keen to pursue
a role in financial analytics and portfolio management to enhance my understanding and knowledge of
the financial world. I have had the chance to learn some foreign languages including French and
Mandarin in addition to the local languages enabling me to develop an understanding of the global
cultures. I would like to gain lasting experience and take the responsibility with a motive of long term
association.
KEY ACHIEVEMENTS
 Globally one of the youngest people to clear all the three levels of the CFA (US) Exam
 Ability to converse in 5 different languages including 2 foreign languages
 Nominated for the internal Global Recognition Awards at Morgan Stanley for “Think like An
Owner”
 Successfully migrated the APAC process and set up new systems at Morgan Stanley
 Nominated to managed the team after 1 year of experience in absence of the team leads at Morgan
Stanley
 Leading the project to direct product enhancements and coordinating the team newsletter
publication at MSCI
EMPLOYMENT EXPERIENCE
Pre-sales RFP Analyst (Client Service) at MSCI Jan 2013 - Present
 Deliver RFPs to prospects for MSCI’s Risk & Portfolio Management Analytical Tools
 Gain a deep understanding of the underlying models and pitch the same to prospects in simple
convincing language
 Ensure timely delivery of RFP requests by collaborating with several stake-holders
Operations Analyst (ISG Derivatives) at Morgan Stanley May 2011 - Jan 2013
 Ensure efficient execution of OTC interest rate derivatives trades on paper and electronic
channels like DTCC and Markitwire
 Ensure the pay-offs of structured OTC trades match to avoid operational discrepancies
 Collaborate with global teams to ensure execution based on Dodd-Frank Guidelines
 Supervise the trades of other teammates and escalate to other counterparts on timely basis
 Consistently achieve the internal target for outstanding executions
(Internship) Assistant to CEO at RedQuanta April 2010 - July 2010
 Assist the CEO for market survey to understand business opportunities
 Collaborate with freelancers to ensure timely delivery of market research
(Part-time) French Teacher at Vijay’s Institute 2009 - 2011
 Manage the time tables and teach all 6-7 SSC batches per academic year in all branches
EDUCATION & TRAINING
2015: Awarded the FRM Certification after passing the FRM Level 2 Exam
2014: Passed FRM Level 1 with 1st Quartile result in each subject
Completed Mandarin HSK Intermediate Level
Passed M.Com (Accountancy & Management) Part 1 with First Class
Pursuing FRM Level 2 & M.Com (Accountancy & Management) Part 2

2. 2
2013: Passed all the three levels of CFA at the first attempt with above 70% score in 5 subjects
2012: Passed Options Trading Strategies from NSE and achieved Derivatives Pro qualification
2011: Awarded NSE Certified Market Professional (NCMP) Level 1 after 4 Modules of NCFM
Passed B.Com (Accounting and finance) – First Class with Distinction – 89.33%
Passed B.B.A from I.C.F.A.I. – First Class
2010: Completed Diplome (B2) in French by the Alliance Française de Bombay with 58%.
LANGUAGE SKILLS
English - Fluent spoken and written (C1 level)
French - B2 level, learnt for 8 years
Mandarin - Intermediate
Gujarati - Fluent spoken, can write (mother tongue)
Hindi, Marathi - Fluent spoken, can write.
COMPUTER SKILLS
Comprehensive knowledge in Microsoft Office, Learnt Tally 7.2, Basic knowledge VBA