Kaniz Fatema

About Me

Enthusiastic young finance professional passionate about improving financial literacy within immigrant communities

Location

New York City, NY
Bronxville, NY
Education
    New York University
    August 2020 - May 2022
    degree
    Bachelor's
    Year Up
    September 2017 - August 2018
Work Experience
    Citi Global Wealth
    Client Strategy and Client Analytics Rotational Analyst
    New York City, NY, United States, 10075
    July 2022 - present
    company
    Citi Global Wealth
    title
    Client Strategy and Client Analytics Rotational Analyst
    overview
    • Established and maintained trusted cross-functional relationships to serve as a source of truth and SME on financial performance and support the prioritization of new programs based on business case and strategic fit • Implemented KPI dashboards and performance measurement tools to benchmark major financial and operating metrics, and utilized data analytics to recommend strategic and tactical decisions to senior management teams • Synthesized market research, competitive intelligence, and industry trends to gather information on the performance, fee structures and strategic initiatives of competitors, and distribute key findings across the organization • Participated in monthly and quarterly business reviews with regional and global leaders to visualize revenue and P&L trends, and propose solutions to course-correct as required
    Citi Global Wealth
    Metro UHNW Investments Intern
    New York City, NY, United States, 10075
    June 2021 - August 2021
    CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
    Business Management Intern
    New York City, NY, United States, 10075
    January 2020 - April 2020
    JPMorgan Chase Security
    Wealth Management Operations Analyst
    New York City, NY, United States, 10075
    August 2018 - August 2019
    Goldman Sachs
    Asset Servicing Analyst
    Jersey City, NJ, United States, 07399
    February 2018 - August 2018
    See 3 More
Fun Fact

I do not have any formal training in Hindi and learned to converse through watching Hindi daily soap operas.

Passion

I always strive to become better. One of my biggest drives is to use my finance knowledge and skills to improve the livelihood of others.

Skills
Languages
BengaliHindi
Technical skills
HTML5Microsoft Office Suite
Skills
Bilingual CommunicationsCommunication
Leadership
    NYU Smart Women Securities
    Equity Research Analyst
    September 2020 - May 2021
    NYU N.I.C.E. Consulting Group
    Consultant
    February 2021 - May 2021
    Finance Discussion Group of Year Up
    Co-Founder and Co-President
    October 2017 - present
    The Opportunity Network
    College Representative for Student Board of Directors
    September 2017 - present
    Opportunity Network Fellow
    July 2013 - present
    See 1 More
Hobbies
Playing Badminton And Ludo
Reading
Soccer
Creative Writing