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George M.

Finance

call   (214) GO-RELAY / (214) 467-3529

email   Careers@RelayHumanCloud.com

home   Ahmedabad, India


SKILLS

  • Advanced Excel
  • Financial Analysis
  • AI Tools
  • Equity Markets 
  • Trading 
  • Adaptibility 
  • Critical Thinking

EDUCATION

Bachelor of Commerce

JNVU University (2017)

LICENSES & CERTIFICATIONS

  • NISM-Series-VIII (Equity Derivatives) | National Institute of Securities Markets (NISM)
  • NISM-Series-VII (SORM) | National Institute of Securities Markets (NISM)
  • CFA | CFA Institute | Expected Jun 2026

ASSESSMENTS

CORE SKILL English Aptitude FinancialAnalysis 0 100

PERSONALITY

Extraverted Introverted Intuitive Observant Thinking Feeling Judging Prospecting

PROFESSIONAL SUMMARY

Financial Analyst with a comprehensive understanding of investment management, financial analysis, and portfolio management, focused on providing strategic insights to drive effective financial decision-making. Currently preparing for the final level of the CFA program to further enhance expertise and contribute to impactful financial outcomes.

PROFESSIONAL EXPERIENCE

Revenue Analyst

Relay Human Cloud | India | Apr 2025 – Present

  • Analyzed revenue data across multifamily property portfolios to uncover trends and drive pricing strategy decisions.
  • Tracked lease trade-out metrics to ensure pricing strategies met compliance and performance standards.
  • Consolidated data from multiple platforms to create centralized reporting, improving decision-making efficiency.
  • Generated reports on unit-level amenities, average vacancy durations, and apartment performance to support revenue planning.
  • Provided actionable data support for rent renewal strategies and rent collection audit processes.
  • Monitored and compared performance metrics of renovated versus unrenovated units to guide capital investment planning.
  • Analyzed supply growth trends across submarkets to support competitive pricing and occupancy strategies.
  • Contributed to the development of renewal pricing strategies and rent adjustment processes by providing detailed market and performance insights.

Research Analyst
Prudent Corporate Advisory Services Ltd. | India | Sep 2022 – Feb 2025

  • Conducted market research, analyzed financial data, and prepared reports to support strategic planning and enhance operational efficiency.

  • Updated market reports with the latest trends using tools such as ICRA, Morningstar, Ace Equity, and Accord, ensuring data accuracy and relevance.

  • Reviewed client portfolios and provided actionable suggestions based on current market conditions to optimize investment strategies.

  • Developed insights and updated quarterly mutual fund recommendations, contributing to the company’s investment offerings.

Investment Analyst
Arya-Fintrade | India | Mar 2022 – Jul 2022

  • Identified, assessed, and mitigated potential risks impacting the organization by analyzing and interpreting data.

  • Conducted risk assessments and provided actionable recommendations to management, ensuring the protection of company operations and assets.

Credit Analyst
SM Financial Advisors | India | Jan 2018 – Mar 2020

  • Analyzed financial risks by evaluating borrowers' financial history and cash flows, ensuring informed lending decisions.

  • Assessed the risk of default and determined the creditworthiness of potential clients, contributing to sound financial decision-making.

  • Assessed creditworthiness of individuals and businesses through detailed analysis of financial data.
  • Recommended credit approvals, loan terms, and interest rates based on risk evaluation.
  • Monitored and analyzed loan performance to identify emerging financial risks.
  • Prepared comprehensive reports and documentation to support decision-making and ensure regulatory compliance.