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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