NEHA KADAM
Pune
Summary
One year of experience in Investment Banking with a focus on Data Aggregation, complemented by an additional year in the Mortgage Industry. Expertise in aggregating and reconciling custodian accounts, analyzing complex financial data, and optimizing portfolio performance. Proven track record of meeting 100% of SLAs and enhancing operational efficiency through streamlined workflows. Proficient in credit risk analysis, enabling financial institutions to manage risks and ensure regulatory compliance.
Overview
2
2
years of professional experience
Work History
Finance Analyst
FirstRate Wealth Tech Pvt Ltd
Pune
07.2024 - Current
- Collaborated on financial data processing for Community Trust Open Finance and Capital Management projects.
- Reconciled custodian accounts with client accounts to ensure accuracy.
- Conducted thorough analysis of securities data, including equities, fixed income, and derivatives.
- Analyzed feed and non-feed data to identify trends and discrepancies for investment banking clients.
- Analysis of (Amount, Price, Quantity, Cusip, ISIN, Settlement date, Trade date) across accounts and transactions to ensure accuracy and financial integrity.
- Developed automated processes using SQL and Python to improve data collection efficiency.
- Achieved 100% SLA on key projects by delivering accurate data for valuations.
- Interacted with clients to resolve issues promptly.
Credit Analyst
BAJAJ Housing Finance LTD
Pune
07.2023 - 07.2024
- Reviewed home loan applications to assess financial viability and creditworthiness.
- Evaluated clients' financial status and calculated ratios, including credit scores and interest rates.
- Contacted clients to gather necessary financial data and documentation.
- Analyzed risks to approve or reject loan requests based on thorough evaluations.
- Processed credit approval documents and maintained accurate records for compliance.
- Established payment plans tailored to client needs and financial situations.
- Performed internal audits of credit and loan procedures to ensure adherence to standards.
- Maintained regular communication with all individuals holding open loans or lines of credit.
Education
Master of Business Administration - Finance, Human Resource
NBN Sinhgad School of Management Studies
Pune07.2024
Skills
- Security performance tracking
- Data-driven planning
- Cost-benefit analysis
- Project and time management
- Transaction analysis
- Financial software proficiency (SQL, Python)
- Market analysis
- Reconciliation and mapping
- Organizational skills
- Client service excellence
- Risk management expertise
- Trading instruments knowledge
Timeline
Finance Analyst
FirstRate Wealth Tech Pvt Ltd
07.2024 - Current
Credit Analyst
BAJAJ Housing Finance LTD
07.2023 - 07.2024
Master of Business Administration - Finance, Human Resource
NBN Sinhgad School of Management Studies
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