Summary
Overview
Work History
Education
Skills
Certification
Projects
Timeline
Generic
Nikitha Mekala

Nikitha Mekala

Hyderabad

Summary

Experienced professional with a strong background in investment research, capital markets, and project management. Skilled in analyzing financial data, streamlining processes, and improving database accuracy to effectively support corporate and investor relation clients. Demonstrates leadership abilities, meticulous attention to detail, and a commitment to continuous improvement.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Lead Data Analyst

S&P Global
Hyderabad
04.2023 - Current
  • Conduct in-depth investigations of North American asset management firms within the buy-side database to ensure data accuracy for corporate and investor relation clients.
  • Regularly engage with key personnel, including CIOs, associates, portfolio managers, analysts, and traders, at U.S.-based financial investment advisory firms to validate and assess their investment strategies and focus.
  • Extract financial data by reviewing regulatory filings, prospectus, IAPD website, fund factsheets and company publications ensuring accurate and up-to-date information.
  • Conduct comprehensive research on new firm registrations by reviewing 13F filings/publications and initiating outreach to establish new client profiles.
  • Perform root cause analysis for client escalations, implementing workflow changes that reduced similar escalations by 75%.
  • Manage multiple projects while acting as a liaison between management and team members regarding project statuses.
  • Update procedural documents, led training sessions and oversee new hire onboarding, refreshing the team on best practices.
  • Produce weekly and monthly productivity reports for department management to identify inefficiencies across onshore and offshore teams.

Senior Reference Data Associate

ICE Data Services, Inc.
Hyderabad
01.2019 - 04.2023
  • Perform multiple tasks such as creating new issues on company products, reviewing service now tickets, Data cleanse, Data Quality Check.
  • Analysis & Interpretation of reference data for more complex fixed-income securities is provided in a legal and financial document, stock exchanges, third party reports and vendor information.
  • Conduct direct outreach to issuers, underwriters, fiduciary agents and bond counsel.
  • Research and validate of entity sector, business classification and country of risk assignments for the entities.
  • Hold meetings with the sector committee members in case of discrepancies in the sector classification.
  • Hands on experience with fixed-income securities with different coupon rates, conversions and more.
  • Handle ad hoc request from other team members and internal clients to optimize processes and/or improve data set quality.
  • Responsible for weekly corporate action events.
  • Resolve client queries by communicating effectively and providing step-by-step solutions.
  • Build & improve the bonds pricing data for the business.
  • Create excel functions to organize, analyze and generate reference data.
  • Consolidate daily/weekly reports and systems to determine accuracy of information and take appropriate action to correct if inaccurate or incomplete.

Financial Analyst

JMarathon Advisory Services
Hyderabad
05.2019 - 07.2019
  • Trained in Forex and Indian markets
  • Apply technical analysis using different strategies on a daily basis to buy, sell or hold currencies in the forex market

Education

PGDM - Finance And Marketing

Dhruva College of Management
Hyderabad
01-2020

B.COM -

Bhavans Vivekananda Degree College
Hyderabad
01-2018

Skills

  • MS-Office: Word, Excel, Powerpoint
  • Basic SQL
  • Adaptability
  • Team Building
  • Verbal and Written Communication
  • In-Depth Data Research
  • Multitasking Abilities

Certification

  • NIESBUD for Entrepreneurship Development Cell | 2017
  • Postgraduate Diploma in practical accounting and taxes | 2015

Projects

.1. A Study on Security Analysis and Portfolio Management.

  • The objective of this study was to prepare an optimal portfolio to monitor and evaluate its performance. To continue the study, 20 companies were randomly selected from the companies listed on the NSE.
  • According to the parameters taken, calculated the expected return and the actual return of the portfolio, with these values it is useful to know the return, risk and beta of the portfolio.

2. A Study on Technical Analysis of selected IT stocks.

  • The objective of the study is to analyze the performance of 5 selected IT stocks and predict their future trends through technical analysis.
  • This study has undertaken to suggest investors to buy, hold or sell using strategies based on technical indicators.

Timeline

Lead Data Analyst

S&P Global
04.2023 - Current

Financial Analyst

JMarathon Advisory Services
05.2019 - 07.2019

Senior Reference Data Associate

ICE Data Services, Inc.
01.2019 - 04.2023

PGDM - Finance And Marketing

Dhruva College of Management

B.COM -

Bhavans Vivekananda Degree College

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Nikitha Mekala