Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Shruti Mahnot

Summary

A professional with 5 years of experience in Investment Banking, Financial Industry, operations management and risk management. An effective communicator with

an organizational skills and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Post Trade Analyst

Saxo Bank
05.2022 - Current
  • Responsible for managing Fixed income derivatives equity products at transactional level
  • Ensuring settlement and failed trades of the earliest by liaising with the respective broker/custodian
  • Responsible in managing equity positions and cash reconciliation of Europe and Asia markets by using Intellimatch application and coordinating with broker to resolve the breaks
  • Liaising with brokers and custodians with regards to change of SSIs, trade details confirmation, stock/funds sufficiency, etc
  • Resolving counterparty queries and provide them timely resolution
  • Preparing and publishing various reports to management and Stakeholders
  • Responsible for managing cash and stock breaks by liaising with Middle Office, Front trading desk, payments, corporate treasury, cash teams and prime brokers for faster resolution of breaks
  • Increased client satisfaction by establishing collaborative relationships, facilitating needs assessment

Senior Valuation Analyst

Better Mortgage
11.2019 - 05.2022
  • Evaluate and oversees the risk management process for US mortgage operations
  • Lead the review and implementation of risk management procedures and techniques, risk assessment, perform quality checks and quality control activities
  • Analyzing and monitoring the quality of Loan Production Cycle through application till funding by coordinating with respective teams
  • Ensuring timely and systematic resolutions of escalations database and dispute queries by proactively seeking to minimize or eliminate the root cause
  • Provide solutions to clients as well Loan officers and Underwriters by ensuring timely and accurate processing of Loan Production Cycle
  • Rediscovered mortgage appraisal reconsideration process per regulatory guidelines
  • Knowledge of Policies, Procedures and Compliance standards in Real Estate Appraisals
  • Prepare Manuals, SOPs and Handbooks

Financial Advisor

Wise Finserv
02.2019 - 11.2019
  • Maintain a client service orientation on various financial matters and providing professional recommendations on investment opportunities, products and services based on each client's individual needs
  • Developed and implemented new and improved financial policies based on research findings
  • Providing clients with optimal assistance with retirement planning, vacation planning, investment advice, tax strategies, and overall support managing their finances
  • Promoting successful investment plans with well-organized and smooth presentations in companies
  • Continuously network and build individual client base

Internship - Relationship Manager

ICICI Securities
04.2017 - 07.2017
  • Facilitated meetings with customers
  • Conducted demonstration of Mutual Funds to the clients
  • Collected the data on Mutual Fund to access the awareness of customers

Education

MBA - Marketing & Finance

Jaipuria Institute of Management
Jaipur, India
2019

Bachelor of Commerce -

MDS University
Ajmer, India
03.2017

High School Diploma -

Maheshwari Public School, CBSE
03.2014

Senior Secondary Diploma -

All Saints Sr. Secondary School, CBSE Board
Ajmer, India
2012

Skills

  • Financial Management
  • Team Building
  • Business Research
  • Financial planning
  • MS Office
  • Customer Communication
  • Statistical Analysis

Accomplishments

  • Secured 1ST position in presentation at 5th International Conference in Youth 2025
  • Participated in Finance Conclave as a Panelist organized by JIMJ
  • Participated in E- cell Activity and successfully raised funds by achieving 100% target

Certification

  • Understanding of Basic Excel
  • Pursuing Basic Python Developer course
  • NISM - VA Mutual Fund Distributors: 2019
  • NISM - VII Equity Derivatives Certification Course: 2018
  • NISM - XII Securities Market Foundations Course: 2018

Timeline

Post Trade Analyst

Saxo Bank
05.2022 - Current

Senior Valuation Analyst

Better Mortgage
11.2019 - 05.2022

Financial Advisor

Wise Finserv
02.2019 - 11.2019

Internship - Relationship Manager

ICICI Securities
04.2017 - 07.2017

MBA - Marketing & Finance

Jaipuria Institute of Management

Bachelor of Commerce -

MDS University

High School Diploma -

Maheshwari Public School, CBSE

Senior Secondary Diploma -

All Saints Sr. Secondary School, CBSE Board

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Shruti Mahnot