Experienced Senior Financial Research Analyst with 5+ years of expertise in managing customer relationships and CRM strategies using Salesforce. Skilled in US Mortgage Market instruments including bonds, equity, CLO, CDO, ABS, CMBS, and RMBS. Proficient in Excel and data analysis tools for financial modeling. Strong team management background, ensuring quality control and meeting production targets. Developed automated tools for financial report downloads and skilled in report validation and data analysis. Additional SAP FICO (S4HANA) certification, adept in accounts payable/receivable and financial forecasting. Proven track record in complex financial projects and strategic decision support.
Project : Fitch Student Loan & EMEA Stratification:
· Managed customer relationships through effective CRM strategies, leveraging Salesforce for data management and customer interactions.
· Provided exceptional customer support, resolving inquiries promptly and ensuring satisfaction.
· Collaborated cross-functionally to plan and execute product life cycle strategies.
· Utilized Excel and data analysis tools for financial modelling and analysis.
· Demonstrated leadership in team management, emphasizing quality control and meeting production targets.
· Developed automated tools for downloading financial reports, streamlining processes for over 600 reports.
· Conducted financial report validation and data collection for accurate analysis.
· Supported senior management in devising business strategies and decision-making processes.
· Managed financial databases and information systems for efficient data management.
· Committed to high-quality standards, process automation, and timely data delivery.
I hereby declare that the above cited information is true to the best of my knowledge and belief.