Bhoomi Soni

• Collaborated with Executive Directors to identify and optimize rule codes, resulting in a reduction in risk for the portfolio management team by proactively addressing potential compliance issues.
• Led a data quality improvement initiative across GSD Systems by analyzing and automating the process, resulting in a reduction in risk exposure and increased client satisfaction through accurate and reliable data.
• Resolved data inconsistencies by interfering and coordinating with the Operations data team to ensure accurate Sentinel code execution.
• Interpreted investment mandates (IMA) to create client definable investment rules in Sentinel and Flex systems that reduced risk by 5%.
• · Monitored missing data reviews and daily benchmark uploads, promptly escalating any data issues to the Operations data team to ensure accurate and up-to-date security lists and minimizing potential risks.
• Analysed surveillance reports and collaborated with the Portfolio Surveillance team to resolve issues.
• Collaborated with GSG and Surveillance teams to create and modify rules, while also executing daily Sentinel sanity checks and reporting any findings to the Technology and Surveillance team.
• Led multiple projects focused on Broker level rules, GICS classification, and process improvement initiatives. Provided comprehensive training sessions to team members on project methodologies and best practices.
• Collaborated with cross-functional teams to ensure alignment with business objectives and regulatory requirements throughout project lifecycles from planning and execution to closure and evaluation.

• Led corporate refinancing and restructuring of syndicated loan deals for North America and Europe regions as part of Mergers and Acquisitions department. Managed direct lending deals valued between $150M and $300M.

• Tracked and published deals related to credit rating corporate bonds and loans on the company's internal database. Utilized resources such as Markit, various portfolios, and government websites like SEC Filing for research.

• Collaborated on submissions (debt details) received from Banks and Law Firms.

• Scoured middle-market lender websites to identify transactions that fit within our scope of coverage and added them to our database.

• Focused on entering key marketed financials for buyouts and acquisitions transactions, as well as contributed to ad-hoc projects as needed.

• Conducted research on various deals via Markit, various fund's portfolios, and government websites like SEC Filing and SEDAR.

• Worked on syndicated loan deals across M&A, corporate refinancing, and restructuring for North America and Europe. This project involved analyzing leveraged financing while also examining pricing levels for such deals.

• Executed a backfilling project focused on Deal Credit Rating of Corporate Loans through data mining and extraction utilizing applications such as S&P, Moody's, and Fitch. Additionally, contributed to a data clean-up project related to Bond deals using the MARKIT Database Application (LXID).

• Conducted research on Markit, fund portfolios, and government websites such as SEC filing and SEDAR for various deals.

• Worked on syndicated loan deals for North America and Europe, covering M&A, corporate refinancing, and restructuring.

• Analysed leveraged financing deals while reviewing pricing levels.

• Participated in a backfilling project related to Deal Credit Rating of Corporate Loans through data mining and extraction using applications such as S&P, Moody's, and Fitch. Also, contributed to a data clean-up project related to Bond deals using the MARKIT Database Application (LXID).