Jiten Shah
Mumbai
Summary
Organized and dependable candidate with over 8 years of successful experience in Investment Banking Operation, Financial Research and Audit and Accounting. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Willingness to take on added responsibilities to meet goals. Have been recognized consistently for meeting company goals utilizing organized practices.
Overview
12
12
years of professional experience
Work History
Assistant Manager
BNP Paribas GSO
Mumbai, MH
03.2024 - Current
- Leading end-to-end process management of all AU client from on-boarding to restructuring and exiting in BNP system, acting as extended support team to AU and NZ transition team
- Gathering and delivering information from internal team to setup client portfolio in BNP Accounting (Hiport) and Custodian system as per client requirements
- Validating and providing approval of work conducted by junior team members.
- Communicating with internal team (Fund Accounting, Tax, Derivatives) in clearing pending receivable and dues at time of closures of particular portfolios.
- Collecting & assessing all requirements of Trader, Custodian, Counterparty & Intermediaries to cater them within assigned timeline.
- Generating and maintaining monthly MIS, including statistics on monthly volume, productivity, accuracy, timeliness (KPI & SLA) new development and service impact to clients on a monthly basis to update the spoke location.
- Ensuring smooth transition is followed when client exists from BNP custody and maintaining proper records for post exist query.
- Dividend & cash payments to external and internal clients using Swift messaging platform such as MT202 and MT210 templates.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities
Relationship Manager
I-CAN Financial Solutions Pvt. Ltd
04.2017 - 12.2017
- Worked with clients in providing personalized financial investments solutions
- Guided client about NAV calculation works and fund growth over period through compounding effect
- Created new leads using existing client networks
- Assisted clients in Trading and provided them with best investment portfolios
- Consistently exceeded quarterly sales goals by cultivating strong network of professional contacts and referrals
Accountant/Auditor
A V Shah and Company
Mumbai, MH
06.2012 - 07.2015
- Prepared, examined and analyzed accounting records, financial statements & other financial reports
- Managed vouching of various books like Purchase, Cash and Journal books
- Undertook Statutory Audits & prepared audit programs in coordination with the client, ensured compliance with Accounting Standards
- Rendered support in calculation of VAT liability, return filing, overview of accounting entries passed and year-end finalization of accounts
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Education
Master of Science - Finance
University of Portsmouth
England, United Kingdom 09.2016
Bachelor of Science - Commerce
Malini Kishor Sanghvi College of Commerce & Econom
University Of Mumbai01.2012
Skills
- Microsoft Applications
- Bloomberg Terminal
- Collaborator
- Communicator
- Timeline Estimates
- Training Junior Team Members
- Audit
- Transition
- Corporate Action
- Trade operation/Settlement
Accomplishments
- Played an important role in delivering Project Scull, MySuper, MTS & Newton for AMP Australian and New Zealand Client, including a smooth & secure movement of securities/cash worth Billion
- Efficiently lead the merger process of Australian Catholic super to Unisuper Client
- Conveniently brought in client TAL into BNP custody
- Successfully operated the REI Super, Media Super, IOOF and Yaar(Nikko) client Exist from BNP Custody
Timeline
Assistant Manager
BNP Paribas GSO
03.2024 - Current
Relationship Manager
I-CAN Financial Solutions Pvt. Ltd
04.2017 - 12.2017
Accountant/Auditor
A V Shah and Company
06.2012 - 07.2015
Master of Science - Finance
University of Portsmouth
Bachelor of Science - Commerce
Malini Kishor Sanghvi College of Commerce & Econom
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