Garvit Jain
New Delhi
Summary
Results-driven implementation professional with proven expertise in project management, client onboarding, and process optimization. Strong focus on team collaboration and achieving measurable outcomes. Versatile problem-solver adept at adapting to changing needs, leveraging skills in data analysis, system integration, and stakeholder communication. Trusted team player known for reliability and consistent delivery of high-quality results.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Implementation Associate
Clearwater Analytics
04.2024 - Current
- Collaborate with teams to clarify business requirements for onboarding new client, communicate effectively for smooth transitioning of their records and transactions into the system for reconciliation.
- Conducted product demonstrations to highlight website features and Foster positive relationships by timely responses to all request from client, internal stakeholders and data providers.
- Creating SOPs/RSMEs for clients, preparing reports including Trial Balance and Transaction activity to validate with client records actively and delivering results for the firm.
- Received positive feedback from clients on the quality of service provided during the implementation process.
- Daily Investigation, Processing Corporate Action and Resolution of breaks including but not limited to Equities, Bonds and Derivatives trades using GAAP and STAT principles
- Seek out opportunities for improving execution by training new joiners and minimizing risks by engaging with internal auditors to resolve audit queries
- Participate in projects to enhance the client and reporting experience.
Analyst
BlackRock Services India Pvt Ltd
01.2022 - 04.2024
- Understanding the mechanics of the Reconciliation process, exception management, troubleshooting issues and Analyzing data
- Actively handling risk and exposure for BlackRock by ensuring the investment book of record is reconciled with external parties and prime records daily for critical purposes including investment management, analytics, compliance, and regulatory
- Hosting calls with external parties (client/manager/custody) to escalate and resolve high risk items timely
- Reconciling Position types includes but are not limited to Equity, Fixed income OTC derivatives (FXs, Future trades, SWAPS), Collateral, Bank Loans, Mortgages etc
- Supporting and testing project OMEGA by performing BAUs on internal tool Aladdin and monthly reporting to meet the deadline of project accomplishment
- Assisting management in leading processes, hosting internal calls, recommending improvements and supporting automation
- Functional Area: Investment Accounting
- Designation: Analyst
Education
PG- MBA - Finance
ICFAI Business School
01.2022
UG- B.com - undefined
Delhi University SOL
01.2020
Class XII - undefined
CBSE
01.2017
Class X - undefined
CBSE
01.2015
Skills
- User training
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
Certification
Digital Marketing, Power BI, Advanced Excel
Accomplishments
- Appreciated with2 Bravo and1 Spot award for outperforming BAUs. -2024
- Achieved3rd position as a team in BlackRock football & Cricket tournament. -2023
- Awarded merit scholarship at IBS for scoring A Grade in11/17 subjects. -2022
- Scored top5th position amongst600 students for internship in Amul. -2021
EXTRA CURRICULAR ACTIVITES & HOBBIES
Participated in annual sports event organized and hosted by BlackRock -2023 Participated in Benevity social event organized by Blackrock Gives community at Aurobindo Ashram -2022. Achieved A+ certificate for playing lead role in Theatre event at Mandi House -2021. Hobbies: Hanging out with friends, reading about startups, acting and playing cricket.
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Timeline
Implementation Associate
Clearwater Analytics
04.2024 - Current
Analyst
BlackRock Services India Pvt Ltd
01.2022 - 04.2024
UG- B.com - undefined
Delhi University SOL
Class XII - undefined
CBSE
Class X - undefined
CBSE
PG- MBA - Finance
ICFAI Business School
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