Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Komal Bisoyi

Bengaluru

Summary

Meticulous professional with strong work ethic and financial acumen. Exceptional communicator and proactive problem solver experienced in evaluating market information and financial goals. Skilled in facilitating customer payments, transactions, and transfers. Highly-motivated and adaptable employee with a desire to take on new challenges.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Transaction Analyst

JPMorgan Chase & Co
Bengaluru
10.2021 - 09.2024
  • Worked in COE (Centre of Excellence) with clients to develop investment banking solutions that meet their financial objectives maintaining the Service level Agreement(SLA).
  • Worked for 6 months as a contract employee from Randstad and got confirmed as a permanent employee.
  • Customer-centric approach.
  • Have provided ideas for better and easier customer experience with the bank.
  • Sensitive client information management and working on escalations from the auditors and client.
  • Ensure all confirmations are drafted, dispatched, and executed in accordance with procedures, Standing Orders, and regulatory guidelines.
  • Participate in monthly group meetings, which also include, but are not limited to, knowledge sharing on derivatives and custody.
  • Along with that, I have done User Acceptance Tests for new applications being introduced for Custody.
  • Independently handled all aspects of the custody function during the busiest time of the year, ensuring seamless operations and timely completion of tasks.
  • Worked on escalations and had a good hold on that.
  • Confirm transaction of Loan system - Loan IQ.
  • Syndication and bilateral loans in Loan IQ, ACBS, and VLS mainframe.
  • Facilitated investment banking transactions for clients by coordinating with internal and external teams.
  • I have experience working in multiple areas of Investment Banking like Trade life cycle, Derivatives, CNR (Credit and Interest Rates), prime brokerage, Collateral, FX, Treasury & Swaps, Money Market and Securities
  • I have gained knowledge in managing risk, Anti Money laundering (AML), analysing market trends, and ensuring compliance with regulatory requirements in these areas
  • After gaining six months of work experience, I was entrusted with the responsibility of providing training to new employees.
  • I took great care in ensuring that the training was comprehensive, and that the new employees were well-equipped to handle their responsibilities.
  • This approach allowed me to develop strong relationships and helped me to thoroughly understand my work.
  • Worked on retail account maintenance as a special project, aiding the team in the migration to FRB (Federal Reserve Bank)
  • KYC of the FRB clients, along with onboarding the client on the JP Morgan client database.

Management Trainee

A.K. Swain & Associates
Berhampur, Odisha
09.2018 - 10.2019
  • Prepared Bank reconciliation statement of various clients.
  • Assisted in Finalization of Accounts and filing Income tax returns of various entities.
  • Assisted in filing GST and TDS returns. ROC filing, Variance analysis, Budgeting.
  • Resolved problems, improved operations and provided exceptional service.
  • Proven ability to develop and implement creative solutions to complex problems.

Education

COST AND MANAGEMENT ACCOUNTANT -

Institute of Cost Management Accountant of India
Berhampur, Odisha
03-2021

MFA - Masters in financial Analysis

Khallikote Autonomous College
Berhampur, Odisha
10.2020

Bachelors - Commerce

Berhampur University
Berhampur, Odisha
05.2017

Skills

  • Analyze Data
  • Finance
  • Business Service
  • Investment Banking
  • Account Analysis
  • Credit and Interest Rates
  • Collateral
  • Derivatives
  • Understanding Trade Cycles
  • Prime Brokerage
  • Forward exchange
  • Money Market
  • Options and Swaps
  • Securities
  • Securities Lending
  • US GAAP
  • Accounting Standards
  • Analytical & Conceptual thinking
  • Variance Analysis
  • Budgeting
  • Data Reporting
  • Financial Statements
  • Audit
  • Communication skills
  • Proactive approach
  • Strong leadership skills
  • Better time management
  • Strong judgement
  • Problem solving skills
  • Excellent communication
  • High level of accuracy and attention to detail
  • Training and knowledge sharing
  • Loan IQ
  • Microsoft Excel
  • Google Documents
  • Sheets
  • Slides
  • Outlook
  • Power point
  • Word
  • Data Interpretation
  • Banking operations
  • Investment strategies
  • SQL
  • Power BI
  • Transaction documentation
  • Problem-solving abilities
  • Attention to Detail

Certification

  • Excel Financial Modelling and Valuation (Udemy)
  • Financial Modelling Workshop (Leapup)

Languages

  • Hindi
  • English
  • Odia

Timeline

Transaction Analyst

JPMorgan Chase & Co
10.2021 - 09.2024

Management Trainee

A.K. Swain & Associates
09.2018 - 10.2019

COST AND MANAGEMENT ACCOUNTANT -

Institute of Cost Management Accountant of India

MFA - Masters in financial Analysis

Khallikote Autonomous College

Bachelors - Commerce

Berhampur University
Komal Bisoyi