Ambika Patra
Pune
Summary
Dynamic finance professional with a strong background at BNY, excelling in cash reconciliations and collateral management. Proven expertise in financial product . Adept at analyzing market trends and delivering clear insights, driving informed decision-making in fast-paced environments.
Overview
4
4
years of professional experience
5
5
Certifications
Work History
Associate
BNY
Pune
05.2022 - Current
- ISSUER LOAN SERVICES
Reconciliations & Controls
1. Daily cash and position reconciliations.
2. Breaks or mismatches.
3. Internal control procedures to reduce operational risk.
- MIDDLE OFFICE
Collateral margining
1. Product based on calculations
2. Call for collateral
3. Return excess collateral
Claims entitlement calculation
1. Coupon calculation(Face value, coupon rate, accrual period)
2. Validation against market data.
Research Analyst
Growth Arrow
Pune
09.2021 - 12.2021
- Track stock performance, indices, market news
- Detailed study of chart patterns
- Perform fundamental analysis on companies
Education
MBA - Finance
Pune Institute of Business Managements
Pune09-2022
Bachelor of Science - Mathematics
Raja Lakhamagouda Science Institute
Belagavi06-2020
Skills
- Financial product knowledge
- Accountability & ownership
- Clear and concise communication
- Adaptability to change
- Regulatory awareness
- Clear and concise communication
Certification
CFA level 1
Timeline
Associate
BNY
05.2022 - Current
Research Analyst
Growth Arrow
09.2021 - 12.2021
MBA - Finance
Pune Institute of Business Managements
Bachelor of Science - Mathematics
Raja Lakhamagouda Science Institute