Summary
Overview
Work History
Education
Skills
Positions And Participation
Academics Projects
Languages
Awards
Work Availability
Quote
Timeline
GeneralManager
Janhavi Kolte

Janhavi Kolte

business associate
KALYAN,Maharashtra

Summary

Enterprising Data and Financial Analyst with proven success in recommending appropriate financial plans based on accurate, financial monitoring and business strategizing. Expertise includes financial data analysis and reporting. Develops and maintains high standards of quality and issue resolution through effective financial planning and reporting. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships

Overview

4
4
years of professional experience

Work History

Associate

Morgan Stanley
Mumbai
07.2022 - Current
  • Currently working on The financial Services Agency of Japan(JFSA) - New Build Eligibility and migrating from legacy system Herald to GTRS
  • As a CTB Operations Specialist perform business analysis activities in order to define solutions, utilising a mix of product, process knowledge and technical domain knowledge to ensure regulatory reporting for APAC
  • Identify root causes and propose future actions.
  • Work on remediation of regulatory reporting issues on the back of under/over/mis reporting.
  • Work closely with the Run the Bank team to ensure that controls are rolled out effectively.
  • Partnering with legal & compliance, Trade support group, Business unit, IT partners, etc to define project scope and prepare & validate booking model scenarios.
  • Application of Agile methodology for project delivery where engaging in various agile parameters like sprints, retrospective, efforts estimation, etc

Process Associate

CAPGEMINI
Mumbai
11.2019 - 06.2022
  • Working on various financial instruments such as structured instruments, indices, fixed income securities, and derivatives
  • Perform data analysis and reconciliation on the data which we receive from various sources to identify data quality and whether is it relevant for securities
  • Maintain client data within the reference database by setting up new securities, updating amendments, data update within specified time limit
  • Ensure request actioned are only received from authorized source and is clearly understood prior
  • Scrutinizing & reviewing various MIS reports on team performance
  • Understand and set up securities using various sources such as term sheet, pricing supplements, Base prospectus, Basic source, CSPI provided by various investment banks and financial institutions
  • Conducting root cause analysis on data issues /queries and Identifying and processing of data.

Education

MBA - Operations Management

NMIMS
Mumbai
05-2024

B.Com -

SIES COLLEGE
01.2019

HSC -

VPM COLLEGE
01.2016

SSC -

HOLY CROSS CONVENT HIGH SCHOOL
01.2014

Skills

  • Performance and Scalability Optimisation
  • Ability to handle high volume work
  • Developing solutions and delivering results
  • Interpersonal Skills (Time Management, Organisational, Leadership, Team Player)
  • Tools and Technologies (MS Excel, MS Word, MS PowerPoint)
  • Cash Handling
  • Business Strategies
  • Research Abilities
  • Project Reporting
  • Work Planning and Prioritization
  • Decision-Making
  • Complex Problem-Solving
  • Production Support
  • Cross-Functional Teamwork
  • Strategy Development
  • Relationship Building
  • Client Engagement
  • Product Inspection
  • Issue Resolution

Positions And Participation

  • Assisted for Finance Seminar organized by SIES College
  • Participated in Hiranandani Half Marathon (10kms)
  • Coordinated and facilitated the stage events during Orientation, Annual Alumni meet

Academics Projects

  • Certification: Data Science (Pursuing) (Imarticus Mumbai)
  • Certified Investment Banking Operations Professional (Imarticus Mumbai)
  • Securities & derivatives
  • AML/KYC
  • Asset Management/Risk Management

Languages

English
Advanced
C1

Awards

  • Spotlight Award for exemplary performance during the project
  • Shining star award for constant contributions during the peak time of the project

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Associate

Morgan Stanley
07.2022 - Current

Process Associate

CAPGEMINI
11.2019 - 06.2022

MBA - Operations Management

NMIMS

B.Com -

SIES COLLEGE

HSC -

VPM COLLEGE

SSC -

HOLY CROSS CONVENT HIGH SCHOOL

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Janhavi Koltebusiness associate