Heena Usmani has over 1 year of experience as a financial analyst processing financial statements and analyzing key performance indicators for investment companies. She currently works at Tata Consultancy Services where she analyzes quarterly and annual reports for different industry sectors. Previously she interned at Market Insight Consultants preparing MIS reports. She has a post graduate degree in Global Financial Markets and seeks a progressive role that allows her to enhance her skills.

1. Heena Usmani
+918655175633/+918451870500 | heenausmani99@yahoo.com
PROFESSIONAL SYNOPSIS
Over 1 year of experience in Mutual Funds & Fundamentals Project. A Management
(Financial Markets) post graduate with a strong analytical skill that support business
operations through analysis of key performance indicators and to play a responsible role in
an organization that enhances my skills and abilities, challenges me to perform
exceptionally, preferably in a progressive and competitive work culture.
WORK EXPERIENCE
Tata Consultancy Services
· Period: 7th September 2015 – 31st December 2016.
· Designation: Financial Analyst
Roles and Responsibilities in Fundamentals Project:
· Processed 10 Q's, 10 K's, 20 F, 6 K and IPO files of Investment and Equity Companies.
· Analysis of Financial Statements (Income Statements, Balance sheet, Cash flow and
Statement of Equity) and Other data of different Equity Companies and updating same in
the Core Fundamental Application of the Client.
· Analysis of Segment tasks, Reference tasks, Earnings and Guidance tasks of the
Companies.
· Analyzing and Examining FA page, Dividend Information, Corporate Actions, Earnings
Info, One time Charges of the Company, Restatement Criteria, and Correction Criteria
while performing the tasks.
· Monitor and Analyze Corporate Actions such as Mergers and Acquisitions from the
Financial Disclosures of the Company.
· Analysis of the Financial Products of the company.
· Working on Annual and Quarterly report of the different Industry sectors.
· Running quality checks for all the above tasks on Excel Quality Check tools and validating
the data before publishing it.
· Was an integral part of Bloomberg Special Industry Team, wherein got the opportunity to
work with BBG companies dealing into different sectors.
· Publishing out whole data Live on Bloomberg Terminals with great accuracy and on
timely basis along with reporting same to the management.

2. Roles & Responsibilities in Mutual Funds:
· Perform research and analysis of Mutual Fund companies and update their information in
the client provided software.
· Conducting study on the performance of the Mutual Fund companies based on their NAV
calculation, their risk and return, and if required, providing advice to them in these
matters.
· Provide core information to client about mutual funds such as Interest Rates,
Management fees, Custodian of the fund, Fund Manager Information, Maturity dates of the
funds, Types of Mutual funds, NAV etc.
· Closely worked with Mutual Fund companies of different countries, mainly US, UK,
Canada, and Luxembourg.
· Working on Bloomberg Terminal and publishing out whole data live on Bloomberg
Terminal.
Summer Internship:
Company: Market Insight Consultants
Period: May 2015- July 2015
Designation: MIS Trainee
Roles and Responsibilities :
. To prepare MIS Reports for Customer Management and Internal Communication
. Understand Customer Problems and Provide Appropriate Solutions.
Achievements:
· Met deadlines consistently in my area of work.
· Was given the opportunity to move to another challenging project and take on additional
responsibilities which would help me in my career growth.
· Part of the Management team for Stock Torrero’14 (Annual BSE Event)

3. EDUCATION
Course Institute Year of Passing Aggregate % /
Grade
Post Graduate
Program in Global
Financial Markets
Bombay Stock
Exchange Institute
2015 62
Masters in
Commerce
Chetana’s Inst. Of
Management Studies
2015 A
Bachelors of
Commerce
St. Andrew’s College 2012 65
CERTIFICATION
. Equity Dealer Certification from NSDL
· Basic Computer Course.
PROJECT DETAILS
· Analysis and Evaluation of Mutual Fund Industry
· Dissertation thesis on Testing Capital Asset Pricing Model
· Project on Portfolio Evaluation of Various Companies
· Worked for Assema (NGO) (A PGP-GFM Project at BSE Inst.)
SOFT SKILLS/STRENGHTS
· Drive for success with a strong character and a positive attitude.
· Ability to grasp work process quickly.
· Always eager to learn with strong sense of responsibility.
· Possesses good communication skills and can prove to be a good team player.
· Skilled at research and gathering valuable data.

4. INTERESTS
· Passionate about music.
· Travelling
· Cake Making
PERSONAL INFORMATION
· Date of Birth : 20th September, 1991
· Languages known : English, Hindi, Marathi.
· Gender : Female
· Nationality : Indian
Address : B291-4, Government Colony, Bandra East, Mumbai
DECLARATION
I hereby declare that the statements made herein are true to the best of knowledge and
belief. I assure if opportunity is given I will charge my duties to the entire satisfaction of my
seniors and organization with full zeal and enthusiasm.
Heena Usmani