Aaroh Agarwal
Jaipur
Summary
Goal-driven analyst polished in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success. Several years of experience in industry.
Overview
5
5
years of professional experience
Work History
ANALYST
BNY MELLON
08.2021 - Current
- Ensuring on-time processing & review of RTC & Segregated accounts.
- Ensuring on-time breaks resolution regarding RTC & Segregated accounts after raising with the concerned team (Pune Proof Team, Manchester Proof Team & Poland Team)
- Ensuring on-time response on mails & completion of trainings.
- Taking regular updates from team & meeting client deliverables on time.
- Attending daily call & ensuring on-time issues escalation.
- US RTC accounts processing.
- Testing accounts on GRX & resolving issues with technical team.
- Signing off accounts on GRX which don’t have any issues.
- Picking up extra accounts when staff crunch faced by team.
IR DATA PROCESSOR
CITCO Group Services India LLP
03.2020 - 05.2021
- Responsible for processing Investments in Hedge funds – Subscriptions, Redemptions, Transfer and Switches.
- Handling escalations from IM, Investors and Fund Accounting teams.
- Working with COE team to resolve issues.
- Statements Processing and Distribution.
- Communication and NAV reporting to IM and Investors.
- Providing customized reporting as per client need.
- Part of initial migration team which successfully migrated work worth 15 FTEs from onshore location.
Education
PGDM - Finance
Pune Institute of Business Management
Pune01.2020
B.Com -
Rajasthan University
Jaipur 06-2017
XII -
Tagore International School
Jaipur01.2014
X -
Tagore International School
Jaipur01.2012
Skills
- Data analysis
Accomplishments
- Subject Topper in Economics in CBSE XII Board
Extracurricular Activities
Represented School team in Cricket tournament
Certifications Publications
- Bloomberg Marketing Concepts (Certified)
- Mutual Funds Foundation – NISM (Certified)
Languages
Hindi
First Language
English
Upper Intermediate
B2
Timeline
ANALYST
BNY MELLON
08.2021 - Current
IR DATA PROCESSOR
CITCO Group Services India LLP
03.2020 - 05.2021
PGDM - Finance
Pune Institute of Business Management
B.Com -
Rajasthan University
XII -
Tagore International School
X -
Tagore International School