Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Mahima Bhatti

Pune

Summary

Experienced and dedicated Client Servicing - Analyst with 3+ years of experience. Financial enthusiast with hand on financial analysis, Reporting, Forecasting and Operational metrics. I am skilled in leveraging Microsoft Excel for comprehensive economic analysis, driving strategic decisions, and enhancing operational efficiency.

Overview

1
1
Certification
4
4
years of professional experience

Work History

Client Servicing - Analyst

Alliance Bernstein
Pune
08.2022 - 04.2026
  • Independently support prematching, confirmation, settlement, and post‑settlement activities across equities, fixed income, FX, and related asset classes.
  • Own end‑to‑end processing from confirmation through settlement, ensuring accuracy, timeliness, and adherence to market cut‑offs.
  • Validate and match trade details with brokers, custodians, clearing houses, and internal systems.
  • Investigated and resolved trade breaks, settlement fails, cash breaks, and discrepancies while coordinating with counterparties and internal teams to maintain operational integrity.
  • Led reconciliation process and managed accounts, ensuring compliance while enhancing client satisfaction through accurate and timely reporting.
  • Successfully resolved transaction discrepancies between financial and business records, ensuring compliance and accuracy in the financial reports.
  • Review and audit T&E activities with 99.99% accuracy and compliance with the organisation policy and procedure
  • Developed a Standard Operating Procedure (SOP) for Lux Recon to streamline operations and provide guidance for team training.
  • Mentored two junior analysts, fostering their professional development, and enhancing overall team performance.

Education

BBA - Finance

Ness Wadia College of Commerce
Pune
04-2021

Skills

  • Budgeting
  • Forecasting
  • Variance Analysis
  • Financial Modeling
  • Financial Reconciliation
  • Advanced Excel
  • Capital Market Operations

Certification

  • Financial Modeling and Valuation Analyst (FMVA)

    Developed hands-on skills in financial modeling, valuation techniques, budgeting, and forecasting.

Languages

  • English
  • Hindi
  • Marathi
  • Gujrati

Timeline

Client Servicing - Analyst

Alliance Bernstein
08.2022 - 04.2026

BBA - Finance

Ness Wadia College of Commerce
Mahima Bhatti