Age: 24 years (as of this post)
GMAT: Male
Nationality: Indian
Education:
B.S. in Business Administration (Dean's List) - Kelley School of Business, Indiana University, USA - May 2006
Double Majors: Finance and Accounting
Minor: Telecommunications
Cum. GPA: 3.3 (rounded up)
Other Acads
Passed CFA Level 1 - Dec. 2007, Current CFA Level 2 Candidate
Series 7 Licenseholder
GMAT: 690 (Q44 V41)
Work-ex:
Completed 2.5 years full-time as of this post. Completed 3 internships during undergrad with Merrill Lynch, ICICI Bank, and Standard Chartered Bank (i do not know if internships are relevant for MBA applications, please advise)
Brief Details:
1) Aug. 2007 to Present - Auxiliary Accounting Consultant, Indiana University, Bloomington, IN
● Part of a 5 member team, responsible for effective accounting for the university’s auxiliary units. Responsibilities included overseeing ongoing accounting practices and transactions for over 30 assigned units (revenues
totaling approx. $61 million) over six campuses, to uphold the units' general ledger integrity
● Detecting significant accounting errors and improving operational efficiency of units by conducting onsite
consulting and close interaction with respective unit fiscal officers
● Assumed responsibility to manage reporting requirements for all units (more than 60 units with revenues
totaling over $700 million) during a four month period of major employee transition
2) Jun. 2006 to Jun. 2007 - Portfolio Investment Analyst, Stifel Nicolaus & Co., Indianapolis, IN
● Worked directly with Senior Managing Directors and the VP of Portfolio Management, for the fourth largest producing retail brokerage team in the US (over $4.6 Billion Assets Under Management)
● Responsibilities included:
– Monitoring asset/sector allocations and equity returns for $700 million of high-net worth portfolios
– Preparing equity recommendations, investment proposals, and fund performance layouts through fundamental analysis, modelling, risk/return evaluations, and industry attractiveness
– Conducting searches for third party managers across investment styles, such as separately-managed products and hedge funds.
● Recommended three new stocks and four new funds during tenure based on industry analysis and value-oriented valuation, eventually deemed investment-suitable in discretionary portfolios
● Developed a “cash flow” tracking system to identify accounts with un-invested liquid assets for streamlining cash management and trading across portfolios
Extra Curricular Activities
● Team Leader-in-Training, Finance Committee Board Member (interviewing), Habitat for Humanity
● Have been active in the family business of trading cloth, plastics, and precious stones
Kelley School of Business Clubs:
● Treasurer, Phi Eta Sigma Honors Society (managing $15,000)
● Vice-President and Technology Director of Computer Information Systems Club
Kelley School of Business Honors
● Executive scholarships by the Office of International Services, and Phi Eta Sigma Honors Society
● Top 5 in I-Core Final Case Competition (among 100 Teams)
Interests
Personal Investing (actively manage over $200K of family money), Making Music, Soccer, Travelling (have travelled to a majority of the US states and Indian states)
Why MBA: I want to leverage and combine the experience I have gained in Investment Management and Consulting by entering the Investment Consulting industry. MBA school would allow me to explore this non-traditional finance industry, and exploit networking opportunities with the many finance and consulting peers expected to be in top programs.
Why Now: I like to work with smaller organizations (see my workex) in order to make a more meaningful impact in a heavy teamwork environment that allows me to wield significant responsibility. Unfortunately, a downside to these organizations is limited upward mobility without an MBA. I believe I have reached my upper limit in my organizations and am looking to change into a more mamagerial position in an entity with better career advancement opportunities.
B-schools
Columbia (dream school)
CBS
Wharton
Stern
Darden
Basically I desire to attend a top-10/15 East Coast school, and the only Midwestern schools acceptable would be CBS or Kellogg.
Questions
1) Am I competitive for these schools given my non-profit exposure?
2) I have not begun writing essays etc. so would it aid me to wait till R1 in 2009 or would it be a decent shot to apply early R3 / last day R2? I would ideally like to begin school in 2009, but am willing to wait if it can aid my chances.
Thanks.
[/u]
GMAT: Male
Nationality: Indian
Education:
B.S. in Business Administration (Dean's List) - Kelley School of Business, Indiana University, USA - May 2006
Double Majors: Finance and Accounting
Minor: Telecommunications
Cum. GPA: 3.3 (rounded up)
Other Acads
Passed CFA Level 1 - Dec. 2007, Current CFA Level 2 Candidate
Series 7 Licenseholder
GMAT: 690 (Q44 V41)
Work-ex:
Completed 2.5 years full-time as of this post. Completed 3 internships during undergrad with Merrill Lynch, ICICI Bank, and Standard Chartered Bank (i do not know if internships are relevant for MBA applications, please advise)
Brief Details:
1) Aug. 2007 to Present - Auxiliary Accounting Consultant, Indiana University, Bloomington, IN
● Part of a 5 member team, responsible for effective accounting for the university’s auxiliary units. Responsibilities included overseeing ongoing accounting practices and transactions for over 30 assigned units (revenues
totaling approx. $61 million) over six campuses, to uphold the units' general ledger integrity
● Detecting significant accounting errors and improving operational efficiency of units by conducting onsite
consulting and close interaction with respective unit fiscal officers
● Assumed responsibility to manage reporting requirements for all units (more than 60 units with revenues
totaling over $700 million) during a four month period of major employee transition
2) Jun. 2006 to Jun. 2007 - Portfolio Investment Analyst, Stifel Nicolaus & Co., Indianapolis, IN
● Worked directly with Senior Managing Directors and the VP of Portfolio Management, for the fourth largest producing retail brokerage team in the US (over $4.6 Billion Assets Under Management)
● Responsibilities included:
– Monitoring asset/sector allocations and equity returns for $700 million of high-net worth portfolios
– Preparing equity recommendations, investment proposals, and fund performance layouts through fundamental analysis, modelling, risk/return evaluations, and industry attractiveness
– Conducting searches for third party managers across investment styles, such as separately-managed products and hedge funds.
● Recommended three new stocks and four new funds during tenure based on industry analysis and value-oriented valuation, eventually deemed investment-suitable in discretionary portfolios
● Developed a “cash flow” tracking system to identify accounts with un-invested liquid assets for streamlining cash management and trading across portfolios
Extra Curricular Activities
● Team Leader-in-Training, Finance Committee Board Member (interviewing), Habitat for Humanity
● Have been active in the family business of trading cloth, plastics, and precious stones
Kelley School of Business Clubs:
● Treasurer, Phi Eta Sigma Honors Society (managing $15,000)
● Vice-President and Technology Director of Computer Information Systems Club
Kelley School of Business Honors
● Executive scholarships by the Office of International Services, and Phi Eta Sigma Honors Society
● Top 5 in I-Core Final Case Competition (among 100 Teams)
Interests
Personal Investing (actively manage over $200K of family money), Making Music, Soccer, Travelling (have travelled to a majority of the US states and Indian states)
Why MBA: I want to leverage and combine the experience I have gained in Investment Management and Consulting by entering the Investment Consulting industry. MBA school would allow me to explore this non-traditional finance industry, and exploit networking opportunities with the many finance and consulting peers expected to be in top programs.
Why Now: I like to work with smaller organizations (see my workex) in order to make a more meaningful impact in a heavy teamwork environment that allows me to wield significant responsibility. Unfortunately, a downside to these organizations is limited upward mobility without an MBA. I believe I have reached my upper limit in my organizations and am looking to change into a more mamagerial position in an entity with better career advancement opportunities.
B-schools
Columbia (dream school)
CBS
Wharton
Stern
Darden
Basically I desire to attend a top-10/15 East Coast school, and the only Midwestern schools acceptable would be CBS or Kellogg.
Questions
1) Am I competitive for these schools given my non-profit exposure?
2) I have not begun writing essays etc. so would it aid me to wait till R1 in 2009 or would it be a decent shot to apply early R3 / last day R2? I would ideally like to begin school in 2009, but am willing to wait if it can aid my chances.
Thanks.
[/u]
