Amey Karpe
Mumbai
Summary
Highly skilled in product control with comprehensive knowledge of financial services, business strategy and data analysis. Demonstrated abilities in cost management, financial reporting and regulatory compliance. Known for well-developed problem-solving skills and making significant improvements to operational efficiency. Committed to delivering high-quality results in fast-paced environments.
Overview
6
6
years of professional experience
Work History
Associate (Product Controller)
MORGAN STANLEY
Mumbai
01.2025 - Current
- Reconcile PnL between front front-office and the back-office reporting systems. This reconciliation pertains to the analysis of all P&L activity for various products namely Single name stock, Futures, Options & Swaps, based on the strategies adopted by the Business Unit.
- Prepare various daily P&L and related MIS reports for distribution to the Trading desk, various departments and finance management for review purposes.
- Validation and substantiation of attribution P&L.
- Performing additional P&L-related tasks such as preparing various weekly and monthly reports, and additional analysis of corporate action and financing component PNLs as and when required.
- Synthesized and summarized high-level commentary on a weekly, monthly and quarterly basis for senior management.
- Perform month-end reconciliation of the general ledger.
- Build excellent rapport with multiple business stakeholders i.e. Finance, Operations, Technology, Regional counterparts and Trading Desk.
- Implement and enhance control procedures, resulting in a significant reduction in reporting discrepancies and improved accuracy in financial reporting.
- Effectively liasoning with the development team and Finance projects team on various in-house projects which extensively involve platform migration, UAT testing and successfully implementing post Go live
- Finance Spot Award: for effectively managing BAU and adhoc while team was going through staff crunch
Analyst(Product Controller)
MORGAN STANLEY
Mumbai
10.2022 - 01.2025
- Reconcile PnL between front front-office and the back-office reporting systems. This reconciliation pertains to the analysis of all P&L activity for various products namely Single name stock, Futures, Options & Swaps, based on the strategies adopted by the Business Unit.
- Prepare various daily P&L and related MIS reports for distribution to the Trading desk, various departments and finance management for review purposes.
- Validation and substantiation of attribution P&L.
- Performing additional P&L-related tasks such as preparing various weekly and monthly reports, and additional analysis of corporate action and financing component PNLs as and when required.
Analyst
Oracle Financial services Software
Mumbai
10.2020 - 10.2022
- Updating and maintaining accuracy of CRM and kept records of RMs of dierent geographical regions also doing verication of the same using SEC sites
Exposure to various tools/framework with respect to client environment and their processes E.g. Production environment , SQL based application - Perform Quality check on nancial data on client environment which needs to be reported to onshore team using SQL
- Received training on INDEX QC- Directly involved in the production of GREEN PACKAGE- a Comprehensive suite of portfolio risk management and compliance report that allow institutional investors to analyze and manage risk across asset classes
Summer Intern
Axis bank
Mumbai
05.2019 - 06.2019
- Worked closely with relation ship manager in retail banking operations
- Trained on day to day activities of load department i.e on boarding new client
- exposure to interpersonal relationship attribute with client while working in retail banking sector
Education
Master of Management Studies - Finance
Sheila Raheja School of Business Management
Mumbai06-2020
Bachelor of Engineering - Electronics And Telecommunication Engineering
Mumbai University
Mumbai07-2018
HSC - Science
Patkar College
Mumbai06-2013
SSC - SSC
Kirti Vidyalay
Sindhudurg01-2011
Skills
- Product control
- PnL reconciliation
- Data analysis
- Control procedures
- Project management
- General ledger reconciliation
- SQL proficiency
- Excel Macro
- Communication Skills
- Detail-oriented
- Proficient in MS Office
Personal Information
Date of Birth: 05/10/95
Languages
Marathi
First Language
Hindi
Intermediate (B1)
B1
English
Upper Intermediate (B2)
B2
Timeline
Associate (Product Controller)
MORGAN STANLEY
01.2025 - Current
Analyst(Product Controller)
MORGAN STANLEY
10.2022 - 01.2025
Analyst
Oracle Financial services Software
10.2020 - 10.2022
Summer Intern
Axis bank
05.2019 - 06.2019
Master of Management Studies - Finance
Sheila Raheja School of Business Management
Bachelor of Engineering - Electronics And Telecommunication Engineering
Mumbai University
HSC - Science
Patkar College
SSC - SSC
Kirti Vidyalay
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