Harshit Dhiman
Mumbai
Summary
Data vendor with over three years of experience supporting M&G wholesale funds, including UCITS KIID preparation and fund reporting (FS, MFR, QFR). Fast learner, detail-oriented, and consistently eager to support team and business needs, with an interest in emerging areas of finance.
Overview
6
6
years of professional experience
Work History
Data Analyst (Wholesale Funds)
Standard Fund Reporting
Mumbai
09.2022 - Current
- Key Investor Information Document (MPS) - Sept 2022 - Present
- Factsheets/MFRS/QFRS checks and reviews - Whenever required on an intermediate level
- Data Vendor for M&G Wholesale range of funds
- Data Management - Bonds and ABS setups in Aladdin
Content Writer (Finance)
gozoop
07.2020 - 12.2020
- Lead fund processes automation demos at M&G
- Maintained relationships with Bloomberg, Morningstar among other vendors at M&G
Education
Bachelor of Finance Management (B.F.M.) - FINANCIAL MARKETS MANAGEMENT
K.C. COLLEGE
MumbaiSenior Secondary (XII) - Commerce
Dcm Presidency School
Secondary (X) -
D.C.M Presidency School
Skills
- BlackRock Aladdin
- MS-Excel
- Morningstar MPS
- MS-Word
Training
- Certification in NCFM - Capital Markets Dealers Module, NSE, Ludhiana, 06/30/18, 78.75
- Certification in NCFM - Beginner's Module, NSE, Ludhiana, 06/30/18, 95.0
- Certification in NCFM - Mutual Funds, NSE, Ludhiana, 06/30/18, 86.0
- Certification in NCFM - Derivatives Module, NSE, Ludhiana, 06/30/28, 86.25
Additional Information
Got Merit Certificate in National Financial Literacy Assessment Test (NCFE-NFLAT) acknowledged by Sandip Ghose-Former Director of National Institute of Securities Market and B. P Kanungo - Former Deputy Governor of RBI., Worked and prepared a thesis on the topic, 'Metaverse - Investment in Virtual Reality'.
Skills
Advanced, Intermediate, Intermediate, Intermediate, Intermediate, Advanced, Intermediate, Advanced
Positions Of Responsibility
- Talaash, Jai Hind College Cultural fest
- Panaah, Hinduja College Cultural fest
- Kiran Joule, Cultural festival of K.C College, Mumbai
Languages
Hindi, English
First Language
Punjabi
Advanced
C1
Timeline
Data Analyst (Wholesale Funds)
Standard Fund Reporting
09.2022 - Current
Content Writer (Finance)
gozoop
07.2020 - 12.2020
Bachelor of Finance Management (B.F.M.) - FINANCIAL MARKETS MANAGEMENT
K.C. COLLEGE
Senior Secondary (XII) - Commerce
Dcm Presidency School
Secondary (X) -
D.C.M Presidency School