MEGHA PAREKH
Associate Asset Managment
Vasai West
Summary
With nearly 6 years of experience in the financial sector, specifically in asset and wealth management, client onboarding, and client relationship management. Successfully built strong relationships with both internal and external clients, leading to enhanced performance. Proficient in client onboarding and collateralising, effectively streamlining processes. Well-versed in utilizing Alteryx for daily flow operations and reporting to management. Adept at preparing impactful PowerPoint presentations for both internal and external stakeholders.
Overview
7
7
years of professional experience
Work History
Associate Asset and Wealth Management
Morgan Stanley
01.2020 - Current
- Handling queries of more than 50 high net worth clients and institution.
- Primarily responsible for pre and post settlement of trades in the euroclear market
- Communicating with internal personnel to provide status updates for both receiving and delivering collateral
- Skilled in verifying and addressing trace issues during pre-matching, on VD-1.
- Communicating with counter parties via email to verify trade information.
- Daily client interaction to chase the client for margin calls or setting up SSI's in our system
- Performing call back verification (CBV) for updating settlement instructions to avoid any failures.
Client Onboarding - Analyst
Morgan Stanley
01.2018 - 01.2020
- Coordinated with onshore teams for complex issue resolution.
- Ensured smooth settlement of trades on value date within respective cut-off currencies.
- Execute delivery and exchange of eligible securities based on client rules.
- Checked settlement eligibility in various markets using ISIN information from Euro-clear portal.
- Good knowledge of Standard settlement instructions (SSI's)
- Utilized Universal Acadia soft platform to manage margin call exchanges.
- Engaged in fecwire trodes within the DTC market.
- Monitored live trade status and instruction compliance, avoiding claims.
- Addressed failings in delivery by recalling and substituting different securities.
- Good knowledge to solve post break on security
- Prepared end-of-day summaries to be distributed to senior executives at multiple sites.
- Participated in regular onshore client calls for process updates.
- Mentored fresh team members to troubleshoot problems.
Education
SSC - undefined
Holy Paradise English High School
Vasai 01.2012 - 1 2013
H.S.C - undefined
St Peters Junior College
Vasai 01.2013 - 1 2015
Banking And Insurance - undefined
Kes Shroff College
Kandivali, Mumbai 01.2015 - 1 2018
Skills
Client Management
Data Management
Automation and Process Optimization
Wealth Management Strategies
Collateral Knowledge
Client Onboarding
MS office and Alteryx
Margin Call
Accomplishments
- Achieved Spot award for training and taking responsibility of new employees as per the process and business requirement.
- Received appreciation mails from the process leader and supervision on several occasions.
- Got promoted from Analyst to Associate in the year 01/2022.
Timeline
Associate Asset and Wealth Management
Morgan Stanley
01.2020 - Current
Client Onboarding - Analyst
Morgan Stanley
01.2018 - 01.2020
Banking And Insurance - undefined
Kes Shroff College
01.2015 - 1 2018
H.S.C - undefined
St Peters Junior College
01.2013 - 1 2015
SSC - undefined
Holy Paradise English High School
01.2012 - 1 2013