Dynamic Senior Financial Analyst with expertise in middle office operations, excelling in unmatched trade resolution and process improvement. Proven track record of leading teams to streamline workflows and enhance operational accuracy.
Overview
3
3
years of professional experience
Work History
Senior Financial Analyst
Eclerx Services
Navi Mumbai
01.2023 - Current
I joined Eclerx Services as a fresher with good communication skills and a vision to learn new things so that I can improve my skills and knowledge to contribute to a smooth workflow in an efficient manner.
Working with the Fixed Income Group, mainly specializing in Corporate Bonds, Municipal Bonds, and Exchange Traded Funds (ETFs), in pre-matching, reconciliations, and settlements, I have also worked on suspense accounts to clear the breaks and avoid break charges or focus charges, posting journals by investigating the positions in our books and records.
Played a crucial role in pre-matching trades, liaising with counterparties to ensure trades are matched before the settlement date.
Conducted in-depth preliminary investigations based on trade economic parameters, identified trade breaks with precision, and facilitated efficient resolutions by liaising with counterparty representatives and internal desks.
Leveraged knowledge of the Bloomberg terminal to identify and address discrepancies in trades.
Contributed to risk mitigation by preparing reports to address outstanding breaks, and rectify the errors that caused them.
Acted as a pivotal link between the front office and back office, demonstrating professionalism and competency in liaising with various internal and external contacts.
Engaged in extensive efforts during weekly internal calls to explain the reasons and resolutions for trade failures, working promptly on the same day (T0) to address issues and prevent settlement failures.
Collaborated closely with the settlements department, and engaged in effective communication with internal and external teams for swift resolutions.
Proactively contacted counterparties in the event of failed trades, facilitating partial, full, or paired-off settlements.
Worked on MSRB files (Municipal Securities Rulemaking Board) to create suitable reports for further use, and to understand the actual use of these reports through an in-depth investigation of particular trades.
Automating various MIS reports received by our team by providing my thorough investigation by providing scoping rules and help client understand the flow and common factors for these reports.
Merged two individual teams into one single team for better visibility of the process and by identifying the work happening across the team, which has benefited both teams to coordinate with each other and ensure a smooth flow of work.
Proactively worked on preparing MBR reports by providing proper insights to upper management.
Extensively worked on fulfilling the ad hoc requests from the management.
Being a POC and handling initial escalations, Team handling, providing process improvement trainings, planning and providing detailed coverage for the team for smooth working of process.
Leadership Role: Led the team, ensuring all activities were carried out in a timely and efficient manner, contributing to a smooth workflow.
Effective Escalation Handling: Managed escalations and provided precise information to the desk and counterparties, reducing miscommunication and errors, thereby enhancing operational accuracy.
Process Improvement Advocacy: Actively contributed to process improvement strategies and advancements, consistently putting forward recommendations during weekly client meetings. These recommendations aim to save time and enhance the quality of operations.
Training and Mentorship: Played a key role in the onboarding process by ensuring that new team members received proper training. Motivated and educated them to deliver the best possible output, positively influencing the overall performance and quality of the team's work.
Education
Master's Degree - Banking & Finance
Model College
Dombivli
01.2025
Bachelor's Degree - Accounting & Finance
Model College
Dombivli
01.2021
Skills
Middle Office Operations
Excellent Communication Skills
Fixed Income Expertise
Unmatched Trade Resolution
Problem Solver
Team Bonding
Accomplishments
Received 'Spot Recognition Award' twice for outstanding performance
Maintained a flawless track record with zero errors throughout tenure
Client Program Manager - Localization Engineering & Multimedia at Thebigword India Pvt. Ltd.Client Program Manager - Localization Engineering & Multimedia at Thebigword India Pvt. Ltd.