Akshita Kedar
Mumbai
Summary
Experienced Investment Operations professional with a strong background in Trading & Sales Support, Portfolio Analysis, and Financial Markets. Specializing in Fixed Income and Listed Options, with a track record of creating strategic client-facing reports, performance reporting, and portfolio analytics for Institutional clients. Proficient in cross-functional collaboration, data analysis, and investment commentary writing. Currently pursuing CFA Level 1 certification to enhance expertise in the field.
Overview
6
6
years of professional experience
Work History
Senior Associate - Fixed Income Sales Support
Morgan Stanley
07.2022 - Current
- Prepared client-ready strategy decks
- Supported Tokyo desk
- Coordinated with Sales/Product/Operations
- Conducted portfolio analysis
- Streamlined client presentations
Team Lead - Investment Banking Operations
JP Morgan Services
06.2021 - 07.2022
- Managed trade lifecycle events
- P&L reporting
- Created performance dashboards
- Coordinated with Sales and RFP teams
Financial Consultant - Trading Operations
Mphasis for JPMC
06.2019 - 06.2021
- Captured and reconciled trade activity
- Performed end-of-day checks
- Supported reporting cycles
Senior Analyst - Prime Brokerage Operations
eClerx Services Ltd.
07.2017 - 06.2019
- Handled trade reconciliation
- Exception resolution
- Managed fixed income & derivatives lifecycle
Education
MBA - Finance
Jankidevi Bajaj Institute of Management Studies
12.2023
B.E. - Electronics & Communication
Priyadarshani College of Engineering
12.2015
Skills
- Portfolio Analytics & Performance Commentary
- Fixed Income & Equity Product Knowledge
- Client Reporting & Strategic Presentations
- Data Visualization (Tableau, Excel Dashboards)
- MS Office Suite (Excel, PowerPoint, Word)
- Trade Support & Reconciliation
- Market & Holdings Analysis
- Bloomberg & Reuters
- Team Collaboration & Communication
- Data analytics
- Team leadership
- Financial management
- Performance monitoring
Accomplishments
- Streamlined reporting workflow using advanced Excel functions and macros, improving turnaround time for strategic review.
- Built Excel-based models to track team product performance and generate exception reports for internal compliance.
- Leveraged Bloomberg and reuters for extracting real-time market data and historical trends to support investment strategy presentation.
- Partnered with Ops and Finance to ensure seamless trade settlement and P&L reconciliation for fixed income trades and maintaining high accuracy.
- Identified gaps in confirmation preparation process for Clients and led a process redesign initiative that zeroed manual intervention and errors.
Languages
English
Hindi
Marathi
Certifications And Skills Development
- Excel skills for Business specialization certificate.
- Introduction to Databases with SQL.
Timeline
Senior Associate - Fixed Income Sales Support
Morgan Stanley
07.2022 - Current
Team Lead - Investment Banking Operations
JP Morgan Services
06.2021 - 07.2022
Financial Consultant - Trading Operations
Mphasis for JPMC
06.2019 - 06.2021
Senior Analyst - Prime Brokerage Operations
eClerx Services Ltd.
07.2017 - 06.2019
B.E. - Electronics & Communication
Priyadarshani College of Engineering
MBA - Finance
Jankidevi Bajaj Institute of Management Studies
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