Afthab Khan Lohani
Analyst / Associate
Dubai
Summary
Experienced Associate Content Analyst skilled in managing diverse investment trust portfolios and funds. Proficient in project management, direct client interaction, and ensuring data accuracy. Strong financial acumen, attention to detail, and technical proficiency. Excellent communication and problem-solving abilities for effective collaboration. Professional Financial Services Associate with knowledge of services and products related to banking and Financial instruments. Excellent mathematics and computer skills.
Overview
6
6
years of professional experience
2
2
Certificates
Work History
Financial Analyst
Morgan Stanley
10.2023 - 01.2025
- Trade Execution & Optimization: Guaranteed accurate and timely delivery of trades to external brokers, optimizing operational efficiency by 20% and reducing trade processing time by 25%.
- Trade Management Oversight: Managed end-to-end trade processing, achieving a 98% on-time delivery rate—exceeding industry benchmarks by 15%.
- Risk Mitigation & Discrepancy Resolution: Implemented risk reduction strategies, resolving trade discrepancies efficiently to maintain transactional integrity.
- System Monitoring: Monitored and maintained internal trade matching systems, upholding high standards of operational efficiency and accuracy.
- Proactive Issue Resolution: Reduced instances of unmatched trades by collaborating effectively with trading desks through streamlined communication.
- Automation Implementation: Developed and implemented an automated reconciliation system, lowering error rates by 20% and saving over 15 hours per week in manual checks—enhancing efficiency and reducing financial risks.
Product Data Quality Analyst
Goldman Sachs
11.2021 - 11.2022
- Product Setup Proficiency: Skilled in setting up financial products, including commercial papers, bonds, equities (both common and preferred stocks), mutual funds, and derivatives.
- Pricing Expertise: Extensive experience in pricing and performance assessment to support accurate financial reporting and decision-making.
- Corporate Actions Management: Efficiently manage corporate actions, including listing and de-listing of securities, ID and ticker changes, and other adjustments. Reducing team load by 10%.
- Reporting and Analytical Tools: Proficient in using GSET reports, PWM daily status codes, NNIP, PWM month-end processes, Bloomberg IFA, and Reuters IFA for accurate financial tracking.
- Core Metrics Tracking: Skilled in daily monitoring of core metrics and managing global pending tasks for smooth operations.
- Client Query Resolution: Experienced in handling support tickets, resolving client queries quickly and effectively to maintain high client satisfaction.
- Efficient and Effective: Worked actively by increasing efficiency of the process by 10% and reducing time in double checks by 15 %
Associate Content Analyst
Refinitiv
06.2019 - 01.2021
- Efficiency and Effectiveness: Increased process efficiency by 40% and reducing process time by 50%. introduced new techniques to save time by 5 hours per week each (analyst and associate).
- Portfolio Management: Managed investment trust portfolios, ensuring high data accuracy and reliability across multiple fund types.
- Fund Handling Expertise: Oversaw various fund types, including mutual, insurance, life, pension funds for UK, Ireland, Guernsey and Isle of Man domiciles.
- Project Leadership: Led projects on exchange-traded funds (ETFs), PNF, fund activations, Lipper Fund Awards, achieving successful execution and strategic goals.
- Client Interaction & Resolution (C2C): Played a key role in Content-to-Client (C2C) initiatives by engaging directly with clients, effectively managing and resolving client cases.
- Data Integrity & Consistency: Ensured the consistent and accurate flow of pricing information within the Lipper investment management platform, maintaining high standards for data integrity.
Education
MBA - Banking And Financial Management (MOFA Attested)
NARSEE MONJEE INSTITUTE OF MANAGEMENT STUDIES
Mumbai 07.2022 - 09.2024
Bachelor of Commerce - Finance (MOFA Attested)
CMR CENTER FOR BUSINESS STUDIES (BU)
Bengaluru, India 06.2013 - 05.2016
Skills
DCF Valuation
Equity research
Portfolio Management
Technical Analysis
Industry analysis
Fixed income
Data Validation
Financial Analysis
Asset Management
Equity markets
Investments analysis
Team Management
Time Management
Problem-solving abilities
Decision-Making
Corporate finance
Certification
Certified ScrumMaster®
Timeline
Certified ScrumMaster®
09-2024
Financial Analyst
Morgan Stanley
10.2023 - 01.2025
MBA - Banking And Financial Management (MOFA Attested)
NARSEE MONJEE INSTITUTE OF MANAGEMENT STUDIES
07.2022 - 09.2024
Product Data Quality Analyst
Goldman Sachs
11.2021 - 11.2022
CIBOP™ - Certified Investment Banking Operations Professional
07-2021
Associate Content Analyst
Refinitiv
06.2019 - 01.2021
Bachelor of Commerce - Finance (MOFA Attested)
CMR CENTER FOR BUSINESS STUDIES (BU)
06.2013 - 05.2016