Kavita Burela

Wealth Management (Client Segments)

• Analyze and resolve over 14 types of trade-related alerts in Actimize, including Corporate Actions, Out-of-Option Levels, Mutual Fund Market Timing, and more, ensuring timely resolution or escalation as required.
• Serve as the Single Point of Contact (SPOC) for monthly Futures and OTC Calls; review data, coordinate with stakeholders, and ensure seamless communication.
• Designed and implemented a macro tool to streamline the handover process, significantly improving accuracy and turnaround time.
• Train and mentor new joiners on alert handling processes and Futures/OTC call procedures, contributing to faster onboarding and operational efficiency.
• Consistently deliver accurate and timely handovers while adhering to strict deadlines and maintaining high standards of accountability.

Additional Responsibilities:

• Member of the Events Committee and Diversity & Inclusion Committee; successfully organized firm-wide cultural events such as Diwali, Christmas, and Eid, promoting employee engagement and inclusive workplace culture.
• Involved in Non-Cash Compensation (NCC) Reconciliation – responsible for reconciling data between Morgan Stanley and product vendors for categories such as Education (EDU), Other Material Events (OME), Gifts, and Client-Specific Incentives (CSI), ensuring accuracy and compliance with internal policies.

• Analyzing and Reviewing Financials statements of Public and Private companies which are listed in the US, UK, India, Canada, Hongkong, and Brazil, as per the clients of Morningstar
• Collection of profitability metrics and future debt obligations from fundamental statements of public companies across global markets to present data to our clients like Pitchbook, and DBRS.
• Scrutinize SEC filings, 10K, 10Q, 8K, 20F, Press release notes, Global stock exchanges corporate documents.
• Developing and implementing processes and procedures for maintaining accurate and up-to-date financial data in the organization's database
• Evaluation, analysis, and collection of fundamental data from Balance Sheets, Income Statements, and footnotes from Global Companies' reportings as per tour methodology.
• Monitoring analyst credit portfolios through news and industry source tracking, highlighting key issues for further analysis.
• Collaborated with senior team members and other process-related projects, like industry/market data collection methodology research, market expansion
• Handling SLA, the team ensures regular updates to the supervisor regarding work progress and promptly escalates any issues or risks that could potentially impact daily operations and SLA Compliance.

• Internship in Forex Department