Akshay Mondekar
Summary
Results-driven Senior Analyst with 3 years 7 months of experience in the finance industry, Proven track record of achieving highest placements and actively participating in social activities. Strong leadership abilities and client relationship management skills. Was Enrolled in CFA Level 1 program. MBA in Financial Management and Bachelor of Commerce degrees. I am Intermediate Dj as DJ Amon.
Overview
4
4
years of professional experience
4
4
Certification
Work History
Senior Analyst
eClerx Services Itd.
04.2022 - 12.2023
- Successfully manage client relationships for FID Manual Process, ensuring high levels of client satisfaction through exceptional service delivery
- Handle swift payments, journal posting, and bills settlement with accuracy and efficiency
- Act as a reliable backup for Fixed Income and Equity processes, ensuring uninterrupted operations
- Conduct reconciliations to identify and promptly resolve breaks, ensuring data integrity and minimizing risk exposure.
Officer KPO
Atos Syntel
10.2021 - 04.2022
- Applied expertise in fund accounting to settle executed mutual fund transactions
- Calculated Net Asset Value (NAV) for mutual funds, ensuring precise valuation
- Updated mutual fund prices and overall capitalization to reflect market fluctuations accurately.
Portfolio management
(ICS) Independent Client Services
04.2020 - 09.2021
- Conducted comprehensive analysis of stocks using technical and fundamental methods
- Developed and implemented investment strategies to optimize returns and mitigate risks
- Prepared and presented daily P&L statements to clients, offering valuable insights.
Education
MBA - Financial Management
MIBM-Pune University
04.2022
Bachelor of commerce -
MIT-Pune University
04.2020
Skills
- Pivot
- Vlookup
- Outlook
- Stock Market (Equity, Derivatives, Mutual fund, Bonds, FX)
- Financial Analysis
- Reconciliation
- Team Management
- Time Management
- Investment Banking
- DJ
- Financial Modeling
- Client management
- Competitive Analysis
- Client Relationship Management
- Advanced Excel
- Finance
- Analytical Thinking
Certification
- Investment Foundation by CFA Institute
- Banking and Finance from HRD Training (Dubai)
- Investors Awareness Program
- 36+ Knowledge based courses from Udemy
Accomplishments
- Elected as Cultural Secretary in MIT Acsc (India) for Academic year 2019-20
- 1st Price Stop Loss on Equity Market 2023
- Best E/L Student Award by Student Development Cell
- Highest number of activities holder with for 3 years
- 1st Price in IPSUM Dominos effect
Hobbies and Interests
- DJ Amon (Intermediate level)
- Cricket
- Badminton
- Cooking
Disclaimer
I hereby certify that the information provided above is true to best of my knowledge. Thank you!
Akshay Mondekar.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Senior Analyst
eClerx Services Itd.
04.2022 - 12.2023
Officer KPO
Atos Syntel
10.2021 - 04.2022
Portfolio management
(ICS) Independent Client Services
04.2020 - 09.2021
MBA - Financial Management
MIBM-Pune University
Bachelor of commerce -
MIT-Pune University
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