Gayatri Kharkar
Finance Professional
Pune,India
Summary
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Diligent Senior Analyst with extensive experience providing valuable insight for improved operations. Communicates complex data findings to diverse audiences enabling good understanding. Self-motivated and proactive to achieve changing priorities within deadlines.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Senior Analyst
UBS
Pune, India
01.2022 - Current
- Lead setup and amendment of Legal Entities using LSDB
- Manage Mapping Control cases and liaise with vendors (Bloomberg, Reuters, SIX Telekurs, Moody’s, etc.
- Setup and maintain SSI (Standard Settlement Instructions) across systems based on asset classes
- Maintain data integrity and follow control-based approach for all reference data tasks
- Engaged with stakeholders to build relationships and brand awareness.
- Performed callbacks into different countries to Investment Banks and Corporate clients for confirming SSI instructions
- Achieved operational efficiency with streamlined trade processes.
Middle Office Analyst
BNY Mellon
Pune, India
11.2019 - 12.2021
- Executed trade booking and cancellations, ensuring accuracy in high-volume transactions
- Collaborated with various teams to ensure seamless functioning of middle office operations.
- Monitored market events closely to assess potential impact on portfolio positions.
- Liaised with the back-office team for settlement of trades, ensuring timely completion of trades.
- Responded promptly to client queries providing excellent customer service.
- Responded to control, audit and regulatory requests within established timelines.
- Performed daily reconciliations of cash, security and suspense transactions to reduce errors.
- Collaborated with internal teams to foster smooth and accurate trade-to-payment processes.
Review Executive
Thomson Reuters
Pune, India
01.2019 - 05.2019
- Analyzed and reviewed OTC agreements for leading European investment banks
- Verified counterparty data and ensured completeness of agreement documentation
- Coordinated efforts amongst internal departments, enabling smoother operations.
Financial Analyst
eClerx Services Pvt. Ltd.
Pune, India
09.2016 - 11.2018
- Managed trade lifecycle processes including SSI setup and instrument validation
- Verified Swift messages (MT103, MT202), handled security setup via term sheets
- Coordinated with international banks for settlement instructions and callbacks
- Worked with financial team to coordinate high-volume workflow under stringent deadlines.
- Completed all tasks ahead of deadlines whilst maintaining high levels of accuracy.
Intern – Trading & Settlement Dept.
Pune Stock Exchange
Pune, India
01.2016 - 03.2016
- Made positive contributions to team and workplace, consistently exceeding expectations.
- Shadowed senior team members to develop practical knowledge and gain critical industry-specific skills.
Education
MBA - Finance
University of Pune
BBA - Finance
University of Pune
Skills
Data Integrity & Compliance
Certification
Power BI
Awards
- Multiple Client Appreciation Certificates
- Employee of the Quarter – Spot Award
- Company Innovation Awards: Got awards for developing new ideas or processes.
- Honored with the Team Excellence Award for leading a team that consistently exceeded performance expectations.
Languages
- English
Timeline
Senior Analyst
UBS
01.2022 - Current
Middle Office Analyst
BNY Mellon
11.2019 - 12.2021
Review Executive
Thomson Reuters
01.2019 - 05.2019
Financial Analyst
eClerx Services Pvt. Ltd.
09.2016 - 11.2018
Intern – Trading & Settlement Dept.
Pune Stock Exchange
01.2016 - 03.2016
MBA - Finance
University of Pune
BBA - Finance
University of Pune