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Simran Sidhu

Simran Sidhu

Kenan Flagler MBA Candidate

Accounting / Finance

North Carolina (historical), Lauderdale

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About Simran Sidhu:

I am Simran Sidhu and I am recruiting for an investment management role from the UNC Kenan Flagler MBA program. I graduated this year from the Kelley School of business at Indiana University Bloomington with a bachelors of science in finance. I leverage my technical skills in finance alongside my soft skills of organization and team work to deliver quality work.

Experience

WEALTH ENHANCEMENT GROUP – Charlotte, NC                                                                                         2022

Intern

  • Analyzed alongside regional manager and local marketing team on how to reallocate thousands of dollars of funds to marketing and client activities, to better understand client needs post Covid
  • Renovated client events working alongside marketing team and delivered presentation on 10 new client events to management improving retention rates and engagement
  • Acted as a assistant to 8 different teams on a rotating basis, multitasking to develop presentations on market events and creation of models for use by teams for further analysis in day to day operations
  • Created simulated portfolio in competition and then defended investment decisions to better financial analysis and excel skills in a presentation to investment team

Education

UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School – Chapel Hill, NC       May 2025

Master of Business Administration, Full-Time MBA Program

  • Concentration in Capital Markets & Investments
  • Fundamental Investment Practicum Mentorship Program
  • Investment Management Club Alpha Challenge Liaison
  • Selected for highly competitive PRIME program matched with White River Value Advisors 

 

INDIANA UNIVERSITY, KELLEY SCHOOL OF BUSINESS – Bloomington, IN                          May 2023

Bachelor of Science, Business, Finance, GPA 3.6

  • Dean's Scholarship: awarded based on high academic performance
  • Hudson & Holland Scholar Program: Scholarship for high achieving underrepresented minorities
  • Founders Scholar: For students receiving a GPA higher than a 3.80 after honors convocation

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