JOEL STANLEY T
Bangalore
Summary
Senior Analyst with two years of experience in operations, specializing in wealth management solutions for private bank stakeholders. Proven ability to deliver insightful analytics and enhance operational efficiency, driven by a strong commitment to ongoing professional development. Core competencies include a commitment to constant learning and data analysis, with a focus on sustainable practices. Aiming to leverage expertise in finance to contribute positively to team success and client satisfaction.
Overview
2026
2026
years of professional experience
Work History
Senior Operations Analyst, Private Bank
Goldman Sachs
Bangalore
04.2023 - Current
- Loan Documentation and Compliance: Promoted to Senior Analyst in Private Lending Services, where I am responsible for meticulously reviewing loan documents and Notices of Borrowing (NOB) for private wealth management clients. I ensure all documentation adheres to internal standards and regulatory requirements, maintaining accuracy and compliance.
- Loan Onboarding and Servicing: Efficiently onboard loans into private banking systems, streamlining the servicing process and promptly addressing borrower requests. This ensures seamless loan processing and optimal client satisfaction.
- Client Drawdowns and SLAs: Process client drawdowns with precision, consistently meeting lender and borrower expectations. Adhere to Service Level Agreements (SLAs) and maintain strong communication with all stakeholders to ensure timely and accurate processing.
- Global Loan Management: Oversee a diverse portfolio of loan products across multiple regions, including Asia, EMEA, and the US. I manage the entire lending lifecycle from origination to termination, ensuring alignment with regulatory and internal policies.
- Stakeholder Coordination: Coordinate timely follow-ups with internal teams and external stakeholders to ensure smooth loan servicing and prompt resolution of client requests, fostering a collaborative and efficient work environment.
- Financial Reconciliation and Client Billing: Ensure accurate financial records by reconciling interest and fees due on loans. I am responsible for invoicing clients on a timely basis, maintaining meticulous financial records, and ensuring high levels of client satisfaction
- Project: Directed daily operations of departments, coordinating interdepartmental project Multi-Currency loans Remediation.
- Procedure Writing: Assisted in developing policies, standards, and procedures to ensure operational excellence.
Data Analytics Consulting Virtual Internship
KPMG
Remote
08.2022 - 09.2022
- Data Analysis and Insights: Conducted thorough assessments and purification of data, uncovering trends and insights to deliver actionable recommendations and solutions. This ensured that the project team had accurate and valuable information to drive decision-making.
- Data Visualization: Developed compelling data visualizations to effectively present insights and draft ideas. These visual aids were instrumental in demonstrating client recommendations and facilitating clear communication of complex data.
- Strategic Solutions: Analyzed case studies and data to provide optimal solutions and strategic advice to clients. This approach ensured that the project delivered high-quality, data-driven recommendations tailored to client needs.
General Administration Internship
Department of Visakhapatnam Port Trust
Visakhapatnam
12.2021 - 01.2022
- Financial Statement Analysis: Conducted an in-depth evaluation of the firm’s financial statements from previous years.
- Performance Report Preparation: Developed a comprehensive report covering various financial aspects of the firm’s performance.
- Metrics Comparison and Feedback: Drafted a detailed breakdown comparison of financial metrics, along with feedback and appraisals for strategic decision-making
Investment Banking Virtual Experience
J P MORGAN
Online, Remote
10.2022 - 12.2022
- J.P. Morgan Investment Banking Virtual Experience: Completed the program, acquiring hands-on knowledge in financial modeling, valuation, and industry analysis. Demonstrated proficiency in key investment banking functions.
- Core Investment Banking Skills: Developed expertise in mergers & acquisitions, capital raising, and market research. Enhanced understanding of investment banking operations and client advisory services, contributing to a well-rounded skill set.
NGO Intern
Muskurahat Foundation
Visakhapatnam
- Advocacy for Marginalized Children: Actively advocated for children in marginalized communities, raising awareness of their needs and challenges to promote positive change.
- Led efforts to increase public awareness and gained backing for children's welfare, enhancing broad community involvement.
- Fundraising and Resource Generation: Organized and executed fundraising initiatives to generate donations, specifically targeting education and welfare programs for underprivileged children.
Education
BBA - Finance & Marketing
Gayatri Vidya Parishad College For Degree & P.G. Courses (A)
Visakhapatnam05-2022
12th Standard - Math And Science
MP & EV High School
Visakhapatnam01-2019
10th Standard -
Timpany Secondary School
Visakhapatnam01-2017
Skills
- Problem solving
- Data visualization
- Training & Development
- Loan servicing
- Financial modeling
- Loan documentation
- Data analysis
Languages
Telugu
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Senior Operations Analyst, Private Bank
Goldman Sachs
04.2023 - Current
Investment Banking Virtual Experience
J P MORGAN
10.2022 - 12.2022
Data Analytics Consulting Virtual Internship
KPMG
08.2022 - 09.2022
General Administration Internship
Department of Visakhapatnam Port Trust
12.2021 - 01.2022
NGO Intern
Muskurahat Foundation
BBA - Finance & Marketing
Gayatri Vidya Parishad College For Degree & P.G. Courses (A)
12th Standard - Math And Science
MP & EV High School
10th Standard -
Timpany Secondary School
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