Summary
Overview
Work History
Education
Certification
Positions Of Responsibility
Timeline
Generic

Aheli Roy

Mumbai

Summary

Results-driven product control professional with 3 years of experience in rates (non-linear EMEA) desk. Demonstrated expertise in managing P&L oversight, risk assessment, and financial reporting for complex rates trading products. Proficient in project management and stakeholder engagement, ensuring seamless coordination among trading, finance, operations, and technology to enhance accuracy and efficiency.

Core competencies: Leveraging MS Office tools for daily, weekly, and monthly reports and presentations; hands-on experience in C programming.

Overview

1
1
Certification
5
5
years of professional experience

Work History

Product Controller- Team Leader

Bank of America
Mumbai
07.2023 - Current
  • Perform daily P&L oversight, reconciliation, and flash vs. actual variance analysis, partnering with Trading to investigate material P&L movements and position-related issues.
  • Produce and report daily P&L and front-to-back analyses for Front Office and Senior Management, including investigations of trading positions and valuation-related movements.
  • Performed control and variance analysis across trading and financial P&L, including month-end management vs. financial P&L reconciliation and investigation of material variances with Front Office, Risk, and Finance.
  • Worked closely with Valuation Control on monthly Model Valuation Adjustments (Model VA) and Liquidity VA calculations, performing valuation attribution and investigating key drivers of valuation movements.
  • Analyzed trading desk risk positions and applied sensitivity measures/Greeks to explain P&L and valuation movements arising from changes in underlying market parameters.
  • Investigated MTM differences across desks related to model and curve discrepancies, evaluating the impact of valuation differences on margin calls and trading positions to support IPV-related analysis.
  • Led UAT and post-implementation review for Product Control enhancements, including exchange-traded product sub-ledger cash reconciliation and Bonds sub-ledger performance review, strengthening control effectiveness and process governance.

Finance Intern

Arohan Financial Services Limited
Kolkata
02.2022 - 05.2022
  • Developed cash flow forecasting models to improve financial planning.
  • Analyzed peer-to-peer business performance to identify trends and insights.
  • Conducted comparative analysis of Treasury software to evaluate functionality and usability.

Education

Master of Business Administration - Finance

ICFAI Business School
Hyderabad
01-2023

Bachelor of Technology - Electronics and Communication

SRM Institute of Science and Technology
Chennai
01-2020

Certification

  • Finlatics - Equity Market Analyst, Financial Market Experience Certification
  • CFI - Introduction to Wealth Management
  • TCS iON - C and C++ (Beginner)

Positions Of Responsibility

  • Campus Ambassador, CLUB Prayaas- ICFAI Business School
  • Organising Team Committee Member, AARUUSH- Techno-Management Fest, SRMIST

Timeline

Product Controller- Team Leader

Bank of America
07.2023 - Current

Finance Intern

Arohan Financial Services Limited
02.2022 - 05.2022

Master of Business Administration - Finance

ICFAI Business School

Bachelor of Technology - Electronics and Communication

SRM Institute of Science and Technology

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Aheli Roy