Bloomberg
BHAVIN PATEL
Team Leader
Ahmedabad
Summary
Ambitious Financial Analyst well-versed in balancing priorities and meeting deadlines under pressure. Expertise in reference data, risk management, capital markets and data management. Detail-oriented professional with seven years of hands-on experience in finance and quantitative analysis and forecasting. Proficient in financial tools paired with strong analytical skills to promote organizational success.
Overview
7
7
years of professional experience
5
5
Certifications
Work History
Team Leader
Bank Of America
09.2022 - Current
- Aided high-performing team responsible for setting up and maintaining various asset classes including Fixed Income, Equity, and Derivatives.
- Used Bloomberg, DTCC, and Refinitiv databases to extract security details, ensuring accurate setup and timely updates.
- Implemented robust review processes to maintain data accuracy and integrity, while fostering effective communication within team and with LOB partners.
- Effectively oversaw monthly deliverables, including dashboards and risk matrices, implementing process enhancements for operational efficiency.
- Guided team members in process continuity, fostering career growth and readiness for greater responsibilities.
- Adhered to policy guidelines with attention to detail, efficiently managing workload under pressure.
Team Developer
Bank of America
07.2021 - 08.2022
- Strong communication skills, with the credibility and confidence to influence and draw people together from various groups and levels
- Monitor failure queues, mailboxes and databases to ensure all items are cleared in a timely manner (within SLA)
- Participate in UAT testing, pass/fail reporting, raising and tracking of defects and resolution
- Maintain the integrity around security, account, legal entity ,fund and execution data and be the point person of all enhancements to current processes
Equity Advisor
ICICI Securities Ltd, Intelligence
12.2017 - 06.2021
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Promptly resolve customer service issues and answers financial questions.
- Trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Developed and deepened client relationships to cement profitable partnerships.
Data Researcher
Standard and Poor Global Market Intelligence
02.2017 - 12.2017
- Worked under security data corporate action team for Global region, the process is to track corporate actions that occur around various stock markets.
- Developed quarterly roadmaps based on impact, effort and test coordinations, working with stakeholders to achieve short-term and long-term goals.
- Collaborated with internal stakeholders, identifying and gathering analytical requirements for customer, product and projects needs.
- Awarded Rising Star of the Quarter for outstanding performance among new joiners.
- Worked on resolving client queries and providing training to every new member on the content sets who joined the department.
Education
MBA - Finance & Marketing
GLS Institute of Computer Technology
Ahmedabad 06.2015 - 05.2017
Bachelor of Commerce - Accounting
New L J Commerce College
Ahmedabad 06.2011 - 05.2015
XII - Commerce
Kisan Madhyamik Vidhalaya
Lunawada 05.2009 - 03.2011
Skills
Expectation setting
Multitasking Abilities
Adaptability and Flexibility
Staff Training
Certification
NISM-Series-VII: Securities Operations and Risk Management
Software
Capital IQ
Timeline
Team Leader
Bank Of America
09.2022 - Current
Team Developer
Bank of America
07.2021 - 08.2022
Equity Advisor
ICICI Securities Ltd, Intelligence
12.2017 - 06.2021
Data Researcher
Standard and Poor Global Market Intelligence
02.2017 - 12.2017
MBA - Finance & Marketing
GLS Institute of Computer Technology
06.2015 - 05.2017
Bachelor of Commerce - Accounting
New L J Commerce College
06.2011 - 05.2015
XII - Commerce
Kisan Madhyamik Vidhalaya
05.2009 - 03.2011