Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Affiliations
Timeline
Generic

Amitkumar Mahajan

Pune

Summary

Finance professional with extensive experience at State Street, specializing in trade settlement and cash flow management. Proven ability to enhance operational efficiency and strengthen client relations. Skilled in problem-solving and communication, ensuring timely and accurate reporting for hedge funds and private equity investments.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Alternative Investment Asset Management

State Street
Pune
01.2024 - 05.2025
  • Coordinated capital calls, distributions, and cash flow management for alternative investments.
  • Collaborated with investment managers and client service teams to enhance cash flow processes.
  • Conducted daily and monthly pricing of securities to ensure accurate NAV reporting.
  • Maintained and updated alternative investment databases and performance reports.
  • Streamlined internal documentation systems for improved efficiency in reporting.
  • Supported hedge funds and private equity funds through effective financial oversight.

Trade Settlement Specialists

State Street
Pune
01.2022 - 12.2023
  • Demonstrated strong leadership skills while managing departmental standards and meeting deadlines.
  • Ensured settlement of all DTC and Global eligible trades by contractual settlement date.
  • Guaranteed timely settlement of all Federal Reserve and Foreign Trades on specified dates.
  • Managed amendments necessary for settlement, including Share Transfer and Trade Booking Amendments.
  • Verified that all trades balanced cash and trade blotters accurately.
  • Monitored onsite workflows related to Trade Settlements effectively.
  • Communicated issues to business lines and ensured proper escalation procedures were followed.

Education

MBA - Finance

University Department of Management Science
Aurangabad
05-2021

Skills

  • Trade settlement and investment analysis
  • Cash flow management
  • Client relations and process improvement
  • Effective communication and attention to detail
  • Problem solving and leadership
  • Time management
  • Microsoft Office proficiency

Accomplishments

  • I achieved the Titan of the Month Award twice
  • Received with Bravo Awards twice from client service for better service and client handling.

Certification

CFI courses:

• Accounting fundamentals

• Reading Financial Statements.

• Economics for Capital Markets.

• Stock Market Basics

Languages

Marathi
First Language
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2
German
Beginner
A1

Affiliations

  • Riding and Camping.
  • Manage Road Trips and Sight Seeing.
  • Writing and reading.
  • Interested in learning new languages

Timeline

Alternative Investment Asset Management

State Street
01.2024 - 05.2025

Trade Settlement Specialists

State Street
01.2022 - 12.2023

MBA - Finance

University Department of Management Science

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Amitkumar Mahajan