BANSI GANDHI
MUMBAI,MH
Summary
Dynamic risk analyst with proven expertise at Franklin Templeton Investments, leveraging advanced SQL and data-driven performance assessment to enhance reporting accuracy. Skilled in automation and collaboration, I excel in resolving complex data discrepancies and delivering actionable insights, driving operational efficiency while fostering a culture of continuous improvement.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Risk-analyst
Franklin Templeton Investments
08.2020 - Current
- Calculate, analyze, and report on portfolio performance, characteristics, asset weights, attribution, and risk metrics to support investment decision-making and performance evaluation.
- Act as a key technical liaison between the Risk function and internal stakeholders, including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers, Compliance, and Legal teams.
- Support the validation, reporting, and automation of processes related to private equity fund performance and risk analytics.
- Ensure the completeness and accuracy of portfolio and benchmark data, including performance and risk statistics, by identifying, investigating, and resolving discrepancies within performance measurement and risk systems.
- Proactively detect and resolve complex data issues impacting reporting on portfolio characteristics, attribution, risk, and performance.
- Provide insightful commentary on portfolio performance and attribution to support client reporting and internal analysis.
- Drive the development and enhancement of internal reporting tools and quality control systems, enabling the delivery of timely, accurate, and actionable information for investment risk and performance assessments.
- Ensure timely and accurate delivery of reports to clients and/or downstream systems through both manual and automated processes.
- Lead the redesign and optimization of key business processes to improve operational efficiency and reporting accuracy.
- Review and enhance automated validation controls, ensuring timely issue resolution and continuous improvement of reporting workflows.
- Respond to ad-hoc performance, risk, and portfolio characteristic data requests with accuracy and professionalism.
- Understand client requirements thoroughly to ensure effective and tailored delivery of performance and risk analytics.
Reporting Analyst.
Magna Infotech
02.2018 - 08.2020
- Review and validate return data from external sources to ensure accuracy and consistency with internal performance systems.
- Perform calculations and resolve data discrepancies related to portfolio holdings, ensuring timely and accurate updates within internal systems.
- Collaborate proactively with Portfolio Management and Technology teams to investigate and resolve system and data-related issues.
- Manage the onboarding of new accounts by ensuring seamless data integration and validation within performance measurement systems.
- Handle complex ad-hoc data requests for Mutual Funds, Separate Accounts, and SMAs, demonstrating sound decision-making and ensuring timely and accurate data delivery.
- Monitor, analyze, and resolve discrepancies in performance, market value, and management fee data across various asset classes including Fixed Income, Cash, Equities, and Alternative Investments.
- Actively contribute to projects by testing performance logic and business rules for new and evolving processes.
- Design and execute test cases for new implementations, ensuring process integrity and data accuracy.
- Utilize tools such as JIRA and FactSet extensively for reporting, issue tracking, and request resolution.
- Leverage SQL and advanced Excel techniques to extract and analyze data from databases; generate performance reports using BI tools.
Sr. Process Analyst.
Integrity Verification Services.
01.2017 - 10.2017
- Generate reports in alignment with management requirements, ensuring clarity, accuracy, and relevance of information presented.
- Extract and manipulate data from databases by executing a variety of SQL queries to support business and reporting needs.
- Maintain and manage Management Information Systems (MIS) using advanced Excel functionalities, including complex formulas, pivot tables, and data validation tools.
- Update and automate database processes using macros to enhance operational efficiency and reduce manual intervention.
- Perform timely validation of data to ensure high standards of accuracy, consistency, and quality.
- Provide analytical and technical support to management in the preparation and distribution of reports and dashboards.
Process Analyst
Verifacts PVT LTD
09.2014 - 01.2017
- Responsible for handling a variety of operational tasks including prescription refills, new orders, and fax processing with a focus on accuracy and compliance.
- Ensure high levels of productivity with an emphasis on precision and error-free execution.
- Conduct audits on team outputs to ensure adherence to quality standards and operational protocols.
- Maintain records of team errors, analyze root causes, and provide corrective feedback during daily briefings to support continuous improvement.
- Train and mentor new employees, ensuring thorough understanding of tasks and adherence to pharmacy protocols and best practices.
- Foster a positive and collaborative team environment by supporting team members, motivating them, and ensuring high levels of service satisfaction.
Education
Bachelor of Science - Computer And Information Sciences
Calorx Tearcher's University
Gujrat, India06-2012
Skills
- Data-driven performance assessment
- Automation using SQL, PowerBI, Alteryx tools
- Experienced with FactSet, JIRA, Aladin, and Onetis
- Data analysis and reporting
Certification
- CIPM - Certification in Investment Performance Measurement.
Languages
English
Intermediate (B1)
Hindi
Advanced (C1)
Marathi
Bilingual or Proficient (C2)
Timeline
Risk-analyst
Franklin Templeton Investments
08.2020 - Current
Reporting Analyst.
Magna Infotech
02.2018 - 08.2020
Sr. Process Analyst.
Integrity Verification Services.
01.2017 - 10.2017
Process Analyst
Verifacts PVT LTD
09.2014 - 01.2017
Bachelor of Science - Computer And Information Sciences
Calorx Tearcher's University
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