Strategic professional in business operations, known for high productivity and efficiency in task completion.
Specialize in process optimization, project management, and data analysis, ensuring streamlined workflows, and enhanced operational efficacy.
Dependable professional with a track record of success in the field, attention to detail, and a proactive mindset.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Analyst
BlackRock India Services Private Ltd
04.2022 - Current
Daily reconciliation and publication of cash balances for portfolios, in accordance with established deadlines, ensuring accurate information for portfolio managers to facilitate trading.
Conducted root cause analysis for open exceptions, ensuring prompt resolution with correct stakeholder involvement.
Managed multiple financial products, like equity, fixed income securities, FXs, MBS, bank loans, and derivatives.
Worked on various types of corporate action breaks, including merger, exchange, tender offer, and call.
Automated daily manual tasks of creating the Sweep upload file and developed smart-match rules, which eliminated the daily manual matching of more than 240 entries, saving up to 50 minutes of a resource every day.
Collaborated with custodians and external clients to enhance SWIFT message quality in over 500 accounts, leading to reduced Key Risk Indicators (KRI), and saving approximately 7 hours per quarter end.
Overdraft reporting, by analyzing the root cause of overdrawn funds and raising claims.
Senior Associate
Oracle (OFSS) Processing Services Limited
11.2021 - 04.2022
Have a well-versed understanding of the Green Package (GP) cycle and workflow.
Responsible for aggregating cover reports for 10 clients at present.
Each client has their different set of packages, and each package has its Preliminary Expected Deadline.
Have a thorough understanding and working experience of the INXTAMATIC process, the Index Custom package process, and the risk package process.
Efficient in running various commands on a day-to-day basis to fix the missing price, risk, and positions of the funds.
Perform Level 1 QC for the client packages and fix the exceptions that generate on indices when the tolerance limit is breached.
Have proficient knowledge in investigating the packages, analyzing the issues, and sharing the view on the same by commenting on the alert notes.
Contributed in adopting the agnostic methodology of workflow
As a part of daily monitoring activity, perform diligent monitoring and manual checks of critical tasks on various packages so that the deadlines are not breached
Senior Associate
Oracle (OFSS) Processing Services Limited
08.2018 - 10.2021
Client relationship management for one of the biggest American firms in the financial industry.
Responsible for website content management using the Teamsite (Open Text) CMS tool, quality analysis (SEO and content), project management, and site hygiene across the company’s multilingual websites in EMEA and iShares.
Contributed to the implementation of the Agile methodology in the publishing process by working closely with the client head of iShares EMEA to define publishing sprints, leading to a significant improvement in productivity, transparency with our partners, and more accurate timelines for delivery.
Contributed to business process improvement by optimizing current processes and utilizing remaining time for quality maintenance.
Maintained SOPs for the process by gathering and documenting the maximum available information about the process flow and the sub-tasks involved in it.
Training and mentoring new recruits about the process and workflow management.
Intern
Indiabulls Venture LTD
Client acquisition and activation.
Worked under RM to gather a basic understanding of the market and its functions.
Education
MMS - Finance
Durgadevi Saraf Institute of Management Studies
Mumbai, India
01.2018
MCom -
Institute of Distance And Open Learning
Mumbai, India
01.2018
Skills
Goal-oriented
Quick learner
Process enhancement
Team management
Flexible
HTML/CSS
Attention to details
Communication
Certification
MS Office, Tally ERP 9
Accomplishments
Received the “BEST DEBUTANT” award for excellent performance and acquiring a quick grasp of the process and workflow.
Received the Kaizen award and reward for maintaining quality.