Summary
Overview
Work History
Education
Skills
Timeline
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Naveen Rao

Gurgaon

Summary

Analytical and process-oriented data analyst with in-depth knowledge of reference data, Securities Data, Securities Mapping and Corporate Action. I am an engaged and seasoned professional with 9+ years of multi- project progressive experience in financial research, Operations and process training. Utilizes exceptional customer service and deep domain knowledge skills to ensure the delivery department continues to deliver quality.

Overview

10
10
years of professional experience

Work History

Assistant Manager

Infosys BPM Limited
Bengaluru
12.2023 - Current
  • Experienced into business analysis in instrument reference data, security master data, capital markets and experience into handling project and responsible for delivery of projects as well as client handling
  • Handling a team of 20 members responsible for setup of new issuers, security setup and conducting research to validate and complete announcements for publication of composite records to customers
  • Led the seamless setup of new issuers and securities, ensuring accuracy and compliance with industry standards
  • Coordinate the due diligence and coordinate the activities of other external advisors as required by the company
  • Developed and implemented streamlined processes for issuer onboarding, reducing time
  • Conducted regular security maintenance activities, identifying and addressing discrepancies to uphold data integrity
  • Collaborated with IT teams to implement automated solutions, reducing manual errors in security maintenance tasks.

Senior Financial Analyst

Xoriant Solutions Pvt Ltd
Gurgaon
06.2014 - 06.2023
  • Process Transition to the new team in a records time span of 2 Months.
  • Developed and implemented streamlined processes for issuer onboarding, reducing setup time.
  • Led the seamless setup of new issuers and securities, ensuring accuracy and compliance with industry standards.
  • Strong knowledge of capital market products preferably with experience in Product Data, Pricing Data, and/or corporate action activities.
  • Collaborated with IT teams to implement automated solutions, reducing manual errors in security maintenance tasks.
  • Conducted regular security maintenance activities, identifying and addressing discrepancies to uphold data integrity.
  • Participating or lead new business projects, initiatives, ad-hoc reporting, and analysis requests.
  • Spearheaded the setup of fund of funds, coordinating efforts across departments for efficient execution.
  • Implemented risk mitigation strategies in fund of fund setup, contributing to improved portfolio performance.
  • Assist in on-going projects, and in any UAT being conducted by adhering to timeliness, accuracy and excellence.
  • Generated and analyzed monthly reporting data sets, providing actionable insights to management.
  • Acted as a primary escalation and contact point for key stakeholders at all levels, both internally and externally within Asset Management Operations.
  • Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.

Education

PGDM - Finance and Marketing

New Delhi Institute of Management
06.2014

BBA - General Studies

XoriantManav Rachna
04.2011

Skills

  • Security Master
  • Reference Data
  • MS Excel
  • SQL
  • Tableau
  • Process Documentation
  • Corporate Action

Timeline

Assistant Manager

Infosys BPM Limited
12.2023 - Current

Senior Financial Analyst

Xoriant Solutions Pvt Ltd
06.2014 - 06.2023

PGDM - Finance and Marketing

New Delhi Institute of Management

BBA - General Studies

XoriantManav Rachna

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