Akshada Zagade
Mumbai
Summary
MBA in Finance graduate with 2 years of proven experience as a financial analyst at State Street. Specialization in portfolio benchmarking, performance reporting and data analysis. Proficient in Excel and Bloomberg, with hands-on experience in managing benchmark Integration, vendors coordination, and delivering accurate, time sensitive financial reports. Adept in supporting risk management and ensuring data integrity to drive informed investment decisions.
Overview
3
3
years of professional experience
Work History
Financial Analyst - Associate 2
State Street
Mumbai
05.2023 - Current
- Managed raw data from vendors, performed portfolio analysis and handled portfolio loading including benchmark alignment.
- Collecting Indices/Index data from vendors situated worldwide, calculating and reporting benchmark returns to the clients risk management based on deadline and linking benchmark portfolios.
- Maintained direct communication with international vendors and clients to coordinate and support global operations.
- Solving numerous queries raised by clients and meeting the client expectations based on the requirements they have pre-stated.
- Control the process used to ensure that financial data stays within acceptable range of variation compared to a expected value, catch the data errors, ensure consistency in reported figures are correct or not.
- Supported accuracy in fund NAVs, performance reports, or risk metrics through variances analysis and quality control.
Financial Trainee
Aditya Birla Capital
Mumbai
05.2022 - 07.2022
- Practiced intra-day stock trading strategies using real-time market data to understand price movements, risk management and technical indicators of different stocks.
- Developed understanding of key financial concepts such as Ratio Analysis, Fund Analysis and Derivatives.
- Studied Corporate finance area like Merger and Acquisition, Inventory Management.
Education
Master in Management Studies - Finance
GNVS Institute of Management
Mumbai 07-2023
Bachelor of Commerce -
N.G. Bedekar College of Commerce
Thane 05-2021
Skills
- Excel
- Bloomberg
- Data Analysis
- Vendor Data Intergation
- Portfolio Analysis
- Performance Reporting
- Intraday Trading Strategy
- Fundamental Analysis
- Communication
- Time Management
Timeline
Financial Analyst - Associate 2
State Street
05.2023 - Current
Financial Trainee
Aditya Birla Capital
05.2022 - 07.2022
Master in Management Studies - Finance
GNVS Institute of Management
Bachelor of Commerce -
N.G. Bedekar College of Commerce
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