Kashish Juyal
Finance Professional
Pune
Summary
Ability to work in complex environments and function in a high volume setting with tight deadlines, having an eye for detail and accuracy, possessing a “can-do” attitude and a drive to achieve results
Overview
7
7
years of professional experience
5
5
years of post-secondary education
Work History
Associate to Team Lead
Bank Of New York Mellon
Pune
09.2021 - Current
- Working with the Performance Analysis team doing Performance Analysis and Attributions on GIPS standards.
- Doing analysis on the Portfolio Returns and checking the performance based on the Stock Selection Effect and Asset Allocation Effect of the Attribution reports.
- Preparing investment return analysis reports for Portfolio managers based on the Quarterly returns of the portfolios belonging to numerous strategies.
- Interacting with clients and onshore teams to understand their requirements in terms of daily business deliverables.
- Resolving client queries/concern & ensuring client satisfaction.
- Planning and Conducting classroom oriented, refresher trainings and on the job training for team members and newly on-boarded partners.
- Maintaining the SOPs and keeping track of any significant changes to the process.
- Helping Lead with Monthly KPIs and MIS & Audit packs for external auditors.
- Evaluated current processes to develop improvement plans.
Senior Financial Analyst
Eclerx Services
Pune
04.2019 - 09.2021
- Experience with RDM (Risk data Management) team in drafting basic SQL queries required for the process and using database tools. Working on the principles of BCBS239.
- Reconciliation of trades between SQL data and Intellimatch.
- Sending reports and PPTs to stakeholders like Credit Risk Depositories, Market Risk Depositories and Basel Measurement team.
Senior Financial Analyst
Northern Trust
Pune
07.2016 - 03.2019
- Analyze the performance of the client Portfolio, review and validate performance calculations and produce performance reports associated with account
- Performance evaluation on the sector Contribution to the portfolios, managers, and sponsors.
- Doing the Residual checks sector wise.
- Prepare and create Performance reports for the Consultants and Clients.
- Attending weekly/monthly calls with consultants/Middle office on smooth work flow management, business enhancement
Education
Bachelor of Commerce - Finance
St. Mira's College
Pune 04.2013 - 04.2016
High School -
Brightland School
Dehradun 04.2012 - 04.2013
Middle School -
Brightland School
Dehradun 04.2010 - 04.2011
Skills
PACE(Performance Analysis calculations Engine), FactSet, Aladdin, Lipper Refinitive,MS Excel, PowerPoint, MS Word
undefinedAccomplishments
- Supervised team of four staff members.
- Conducting knowledge sharing sessions based on the current work in BNY via presentations with the wider Investment management team and have been recognized for the same by other team Managers.
- Completed Two Sigma ‘White Belt’ training in Eclerx Services.
- Received a "WOW" award from Onshore team on getting the procedure of Monthly Quality Checks done in an efficient and effective manner.
Timeline
Associate to Team Lead
Bank Of New York Mellon
09.2021 - Current
Senior Financial Analyst
Eclerx Services
04.2019 - 09.2021
Senior Financial Analyst
Northern Trust
07.2016 - 03.2019
Bachelor of Commerce - Finance
St. Mira's College
04.2013 - 04.2016
High School -
Brightland School
04.2012 - 04.2013
Middle School -
Brightland School
04.2010 - 04.2011
Similar Profiles
ANKUR WADHEANKUR WADHE
Associate I at Bank of New York Mellon (BNY Mellon)Associate I at Bank of New York Mellon (BNY Mellon)
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
Giana GrantGiana Grant
Associate Client Processing at Bank Of New York Mellon CorpAssociate Client Processing at Bank Of New York Mellon Corp
Dzenaila RizvanovicDzenaila Rizvanovic
Static Data Manager at Bank of New York MellonStatic Data Manager at Bank of New York Mellon
Amol Dilip WaniAmol Dilip Wani
Senior Specialist – Client Services Project Manager at NICE Interactive SolutionsSenior Specialist – Client Services Project Manager at NICE Interactive Solutions