Apoorva Saxena
Bengaluru
Summary
Dynamic and results-oriented finance professional with an MBA in Finance and extensive experience in fund accounting, portfolio administration, and cash processing. Currently thriving in a role at JP Morgan, leading high-performing teams to ensure accuracy and efficiency in financial operations. Adept at managing complex financial transactions, reconciling discrepancies, and enhancing processes to improve operational efficiency. Proven ability to gather and analyze data, provide strategic investment insights, and maintain robust client relationships. Recognized for innovative problem-solving, leadership, and a commitment to achieving long-term financial goals. Seeking to leverage expertise in a challenging role that values integrity, transparency, and sustainable success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Alternative Investment Services- Team Lead
JP MORGAN CHASE & CO
04.2023 - Current
- Led high-performing team in cash processing, reconciliation, and fund accounting operations, ensuring accuracy and efficiency in financial transactions
- Conducted thorough reconciliation of cash positions in portfolio admin and transaction records to identify and resolve discrepancies promptly
- Collaborated with internal stakeholders to address EMEA client inquiries, resolved issues, and provide timely and accurate reporting
- Recognized with Budding Star Award for exceptional leadership and innovation in process improvement
- Designed and enhanced processes related to client reporting and data management, reducing processing time by 20%
- Spearheaded development and implementation of Canoe AI project, revolutionizing document processing for capital calls and distributions, resulting in significant time savings and enhanced accuracy
- Monitored cash flows and liquidity positions to support investment decisions and ensure adequate funding for client activities
- Gathered and synthesized data from multiple sources to fulfill internal and external information requests promptly and accurately.
Finance Operation
K12 TECHNO SERVICES LTD.
04.2022 - 05.2022
- Successfully involved in end-to-end process of financial analysis, i.e., from data segregation to trend analysis
- Successfully implemented entire process of ENACH software, i.e., automated payment services portal
- Developed strategies and implemented same to improve efficiency and effectiveness of financial operations
- Developed hands-on experience on software like TALLY ERP and MS Office.
Investment Banking
GYR CAPITAL ADVISORS
11.2021 - 03.2022
- Completed Investor presentation - Industry research, pitch deck for various clients of company and IPOs
- Successfully accomplished tasks assigned based on requirements of real-time clients of company
- Actively involved in Financial Valuation of company and sector-wise analysis of funding companies.
Equity Research analyst
FINLATICS
10.2021 - 12.2021
- To create, maintain and manage real-time simulated portfolio on BSE 500 Listed companies
- Engaged in sector-wise and company-specific research on Indian economy along with case studies covering valuation and stock analysis as part of live experience to create, maintain and manage real-time simulated portfolio on BSE 500 Listed companies.
Equity Research Analyst
GROWTH ARROW
- 11.2021
- Conducted thorough sector-wise and company-specific research on the Indian economy
- Developed insights through valuation and stock analysis, contributing to investment decisions.
- Created 6 financial models annually for buy and sell recommendations
Education
MBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
Hyderabad, TG01.2023
B.COM - Business Management
Institute For Excellence in Higher Education
Bhopal01.2021
XII -
M.V.M Institute
Bhopal01.2018
X -
M.V.M Institute
Bhopal01.2016
Skills
- Alternative Investments
- Fund Administration
- Investment Accounting
- Distributions Processing
- Financial Reporting
- Investment Analysis
- Fund Accounting
- Forecasting
- Financial systems analysis
Certification
- Diploma in Computer Application
- Diploma in Financial Services
- Investment Banking Course 2024
Accomplishments
- Recognized with the Budding Star Award for exceptional leadership and innovation in process improvement.
- Successfully completed certification in Investment Banking, Financial Modeling & Valuation, enhancing expertise in core finance areas.
- Led the development and implementation of the CANOE AI project, significantly improving efficiency and accuracy in document processing.
Timeline
Alternative Investment Services- Team Lead
JP MORGAN CHASE & CO
04.2023 - Current
Finance Operation
K12 TECHNO SERVICES LTD.
04.2022 - 05.2022
Investment Banking
GYR CAPITAL ADVISORS
11.2021 - 03.2022
Equity Research analyst
FINLATICS
10.2021 - 12.2021
Equity Research Analyst
GROWTH ARROW
- 11.2021
MBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
B.COM - Business Management
Institute For Excellence in Higher Education
XII -
M.V.M Institute
X -
M.V.M Institute
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