Shehbaz Shaikh
Mumbai
Summary
Experienced Financial Associate with 5 years of expertise in driving operational excellence and strategic growth through innovative financial solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Relationship Manager
Coalition Greenwich (a division of CRISIL)
Mumbai
12.2021 - Current
- Managed client taxonomy and tracked changes to ensure precise report preparation.
- Developed financial models and automated reporting tools to enhance productivity.
- Created financial charts and forecasts, supporting effective budgeting and planning.
- Designed and managed client submission templates, enhancing client satisfaction.
- Coordinated with research, publishing, and relationship teams to ensure timely project delivery.
- Implemented best practices in client management to streamline processes.
- Handled contract documentation, billing, and invoicing to support efficient operations.
Cash Management Analyst
Morgan Stanley
Mumbai
01.2021 - 12.2021
- Managed margin settlements for OTC and Listed Derivatives products, ensuring accuracy and timely processing.
- Executed margin settlements for Listed and OTC derivatives on T, T+1, and T+2 bases, while adhering to currency cut-off deadlines.
- Conducted portfolio reconciliations to assess client margin exposure and provide advisory support.
- Processed FX trades based on client instructions, including trade event fees and coupon payments.
- Set up and processed margin transfer payments through internal and external Bank-to-Bank SSI setups.
- Compiled and reported monthly P&L for OTC and Listed Derivatives margins.
Senior Associate OTC Derivatives Collateral Mgt
Ss&c Globeop
Mumbai
05.2019 - 01.2021
- Managed multi-currency settlements, adhering to prime brokerage cut-offs. Reconciled cash and portfolio discrepancies to assess margin exposure.
- Developed strategies to rebalance and minimize risk. Assessed credit risk and analyzed financial statements for credit decisions.
- Recommended credit line extensions based on risk analysis. Verified accuracy in figures, postings, and coding.
- Analyzed financial records to ensure correctness and detail. Applied analytical skills to resolve complex issues under tight deadlines.
Education
MBA - Finance
University of Mumbai
Mumbai04-2019
Skills
- Data analytics and reporting
- Client relationship management
- Effective communication skills
- Trade reconciliation
- Risk assessment strategies
- Cash flow management
- OTC and listed derivatives settlements
- Excel VBA, Power Query, Power BI, Python
Accomplishments
- Automated Client Report with Excel VBA: Automated periodic client reports using Excel VBA, reducing prep time from 4 to 5 hours to 30 minutes Enhanced efficiency and accuracy in report generation.
Certification
- Python for Finance: Investment Fundamentals and Data Analytics - April 2025
- Excel Power Tools for Data Analysis - November 2024
- Portfolio and Risk Management – November 2024
- Project Management Foundations: Risk – June 2023
- Financial Modeling and Forecasting Financial Statements - September 2022
Timeline
Associate Relationship Manager
Coalition Greenwich (a division of CRISIL)
12.2021 - Current
Cash Management Analyst
Morgan Stanley
01.2021 - 12.2021
Senior Associate OTC Derivatives Collateral Mgt
Ss&c Globeop
05.2019 - 01.2021
MBA - Finance
University of Mumbai
Similar Profiles
Michael HoltMichael Holt
District Manager – Southern California / Las Vegas Outlets at VANS, A Division of the VF Action Sports CoalitionDistrict Manager – Southern California / Las Vegas Outlets at VANS, A Division of the VF Action Sports Coalition
Teddy R. FlinnTeddy R. Flinn
All Sports Program Director - Summer Camp at The Greenwich Boys and Girls Club of GreenwichAll Sports Program Director - Summer Camp at The Greenwich Boys and Girls Club of Greenwich
Christine TrombinoChristine Trombino
Charge Nurse at GREENWICH WOODS HEALTHCARE, GREENWICH WOODSCharge Nurse at GREENWICH WOODS HEALTHCARE, GREENWICH WOODS
Ishaan KumarIshaan Kumar
Senior Cloud Engineer at BounteousSenior Cloud Engineer at Bounteous
Antara GuhaAntara Guha
Senior Product Manager at JP Morgan ChaseSenior Product Manager at JP Morgan Chase