Summary
Overview
Work History
Education
Skills
Achievements
Timeline
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Amanpreet Singh

Analyst, Arcesium

Summary

Accomplished Analyst at Arcesium, adept in security management and corporate actions, with a proven track record of enhancing efficiency through automation using SQL. Excelled in financial analysis and market research, significantly contributing to informed decision-making and portfolio management. Skilled in fostering team development and client relationships, demonstrating exceptional analytical and interpersonal abilities.

Overview

6
6
years of professional experience

Work History

Analyst

Arcesium
08.2022 - Current
  • Managed SOD positions for portfolio managers, AMCs, and hedge funds by maintaining security master, trade bookings, and corporate actions, ensuring accurate PNL generation
  • Researched and maintained mandatory and voluntary corporate actions on equities and FI securities from sources like Bloomberg, Markit, and company websites, which helped portfolio managers have a clear view of upcoming events and their impact on holdings.
  • Processed mandatory events such as Liquidation, M&A, Spin-off, and Split for all three regions – US, EMEA, and APAC, ensuring all position changes are captured in SOD for the respective regions.
  • Researched and processed voluntary entitlements and liabilities according to pre-defined workflows or client requests.
  • Identified ineffective areas within the BAU process and automated them using SQL and VBA macros, increasing efficiency and reducing the chance of errors.
  • Trained and mentored new analysts by providing constructive critiques, conducting regular reviews to assess their work, and fostering skill development to enhance their overall performance.

Relationship Manager, Credit

ICICI Bank
06.2022 - 08.2022
  • Consulted with clients regarding their financial needs and provided optimal lending solutions.
  • Analyzed company financial statements to prepare Credit Monitoring Arrangement (CMA) reports using audited financial reports and projecting future revenue and income.
  • Conducted thorough due diligence on promoters, companies, and their affiliated entities, ensuring comprehensive assessment of their financial health and operational integrity.


Intern- Product Management

EpikIndifi
06.2021 - 08.2021
  • Conducted market research to analyze the features that lacked or needed improvement in the core product of the company.
  • Performed interviews with stakeholders of the targeted market of the organization, to understand the pain points, lacking innovation, and user experience.
  • Performed competitive analysis/gap analysis using the SWOT analysis to understand the competition.
  • Recommended features to embed into the platform to improve the UX, reduce TAT, digitization, etc.

Business Associate

Bank of Baroda
06.2018 - 07.2020
  • Managed customer transactions and provided personalized banking services, fostering strong client relationships and achieving high customer satisfaction.
  • Conducted financial assessments and credit evaluations for loan applications, ensuring compliance with banking regulations and minimizing credit risks.
  • Promoted various banking products and services to meet customer financial needs, and consistently achieved targets.
  • Educated customers on digital banking solutions, increasing online and mobile banking adoption.

Education

MBA -

Indian Institute of Management Tiruchirappalli
Tamil Nadu
05.2022

BTech - Civil

Chandigarh Group of Colleges Technical Campus
Punjab
06.2016

12th

Shree Ram Ideal School
Hisar, India
04.2012

10th

New Yashoda Public School
Hissar, Haryana
04.2010

Skills

  • Security Management
  • Trade Bookings
  • Mandatory and Voluntary Corporate Actions
  • Fixed Income Redemptions
  • Bloomberg
  • S&P Global Market Intelligence
  • Financial Analysis
  • Business Valuation (DCF)
  • Ratio Analysis
  • Financial Modelling
  • Market Research & Analysis
  • Python (Basic)
  • SQL (Basic)
  • Retail Banking
  • Credit Analysis

Achievements

  • Awarded employee of the month - August 2019 and November 2019.
  • Secured Top rank in the department in the 5th semester of graduation examination held by PTU.
  • Secured 8th rank in the department in the 4th semester of the graduation examination held by PTU.

Timeline

Analyst

Arcesium
08.2022 - Current

Relationship Manager, Credit

ICICI Bank
06.2022 - 08.2022

Intern- Product Management

EpikIndifi
06.2021 - 08.2021

Business Associate

Bank of Baroda
06.2018 - 07.2020

MBA -

Indian Institute of Management Tiruchirappalli

BTech - Civil

Chandigarh Group of Colleges Technical Campus

12th

Shree Ram Ideal School

10th

New Yashoda Public School

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