Reet Oberoi

Hello! My name is Reet Oberoi. I am a very driven person seeking a position with a reputable company where I can have plenty of opportunities to advance my skills and excel in my role. My interests include working out, travelling, golfing, and meeting new people. When I am not doing any of those things, I prioritize keeping up to date with things going on around the world and by reading books that help me become a more well rounded person for both in and out of my career (self/career help books).

I have had the privilege of interning at two prominent banks: BMO and the Federal Home Loan Bank of Chicago. At BMO, I improved client operations, achieving an 8% increase in customer acquisition targets through the BMO digital banking app. At the Federal Home Loan Bank of Chicago, I developed a new protocol that was adopted into the bank's policies and played a key role in designing and implementing a proprietary IAM framework to mitigate risks. Additionally, during my final semester at the University of Iowa, I was appointed as an investment analyst, managing a $58,000 investment fund initiative to optimize returns for the university.

My internships have provided extensive training in Tableau and substantial experience with Microsoft Office platforms, enhancing my practical knowledge beyond academic learning. 

Furthermore, my six-month study abroad experience in Barcelona not only enhanced my linguistic proficiency in Spanish, but also instilled in me the significance of empathy in interactions and the ability to adapt my approach based on individual needs and perspectives of the people I am surrounded by. 

I am a quick learner and am always willing to push myself 120% to be the best I can. If given the opportunity to interview, I am sure you will be able to see that its not only my experiences, but my attitude/personality that make me a great candidate. 

Marberry Fund | Iowa City, IA | University Fund Investment Analyst                                             Jan 2024 – May 2024

• Actively managed a $58,000 investment initiative with the University of Iowa, focused on selecting domestic/international active and passive ETFs to maximize returns
• Analyzed ETF intricacies and refined skills in market trend analysis, due diligence, strategic asset allocation, and risk management

Federal Home Loan Bank of Chicago | Chicago, IL | Sales, Strategy & Solutions Intern           May 2023 - Aug 2023

• Improved shareholder-bank relationships through implementation of new protocols, ensuring compliance and boosting operational efficiency
• Led creation and application of a comprehensive financial model, spearheading innovative strategies for enhanced risk management in credit and IAM frameworks, optimizing cash flow and contributing to strategic financial planning
• Contributed to facilitating loans exceeding $40 million for client transactions
• Promoted & marketed FHLB products + services, conducting financial analysis for strategic positioning for existing and prospective depository & insurance clients
• Collaborated closely with other departments to increase operational excellence & member experience

BMO Financial Group | Chicago, IL | Digital Enablement & Change Management Intern          May 2022 - Nov 2022

• Mastered multitasking: facilitated cross-channel strategies, coordinated initiatives, and revamped customer segments for increased marketing precision.
• Improved sustained growth of KPI's (e.g. new customer acquisition targets by 8%, share of wallet growth, etc.) ensuring alignment with strategic financial objectives.
• Developed tailored customer experience blueprints, ensuring alignment with financial goals, boosting engagement, retention, and brand loyalty
• Implemented due diligence in coordination of multifaceted initiatives with various internal partners (product, marketing, sales, accounting, pricing technology), ensuring alignment with financial goals and optimizing balance sheet

The University of Iowa - Tippie College of Business                                                                                     Graduated in May 2024

B.B.A. Finance (Deans List: Fall 2020, Fall 2022, Presidents List: Spring 2023)                                       BUS  GPA: 3.67/4.00

CIEE Business & Culture – Study Abroad in Barcelona, Spain                         

International Business Certification (Semester-long program)                                                                              GPA: 3.86/4.00

International Finance Program – Study Abroad in London, England                                                                         

Topics in Finance (2-week program)                                                                                                                         GPA: 4.00/4.00