Niyati Parmar
Mumbai
Summary
Strategic Analyst experienced in financial markets and investment banking operations. Achieved operational accuracy and efficiency through expertise in reference data analysis and reconciliation. Focused on leveraging analytical skills in a growth-oriented environment to support organizational goals.
Overview
5
5
years of professional experience
Work History
Analyst
Smartstrem Technologies
Mumbai
06.2022 - Current
- Barclays Account Operations (Jan 2026 – Present): Manage end-to-end reconciliation and gap analysis for Barclays, directly liaising with brokers and clients to resolve flex trade queries.
- Performed trade validation, verification, and reconciliation for various financial instruments, including listed derivatives.
- Managed brokerage reconciliation for multinational exchanges, matching trade details between clearing and executing brokers.
- Resolved trade discrepancies by liaising with brokers and counterparties across regions, enhancing communication and resolution speed.
- Identified and implemented process enhancements to streamline reconciliation workflows, resulting in increased efficiency and reduced operational costs.
- Managed invoice loading for financial instruments, including derivatives, ensuring accurate data verification for seamless transaction processing.
- System Management: Utilize Excalibur to track invoices and systematically update payment records upon settlement.
Mutual Fund Distributor
NJ Wealth
05.2021 - 12.2021
- Managed small investment portfolios, aligning strategies with client financial goals.
- Promoted various mutual fund schemes to expand client investment options.
- Marketed multiple mutual fund schemes, increasing client awareness of investment opportunities.
Education
Certified Investment Banking Operations Professional - Securities and Derivatives, End to end Trade life cycle of Listed and OTC products, Functioning of Clearing and Settlement systems, AML/KYC, Asset Management, Risk Management
Imarticus Learning
Mumbai, IndiaBachelors - Banking and Insurance
K.C College, Mumbai University
Mumbai, IndiaHigher Secondary Certificate -
K.C College, Mumbai University
Mumbai, IndiaSecondary School Certificate -
Bai M.N Gamadia Girls High School
Mumbai, IndiaSkills
- Data analysis
- Financial analysis
- Trade validation
- Brokerage reconciliation
- Reconciliation management
- Data verification
- Data management
- Process improvement
- Process enhancement
- Client relationship management
Accomplishments
- Achieved recognition as the top performer in my department, receiving a nomination for excellence.
- Successfully cleared transactions worth nearly $200K within three months of training in reconciliation, demonstrating strong analytical skills and efficiency.
- Acknowledged for problem solving and project management skills.
Languages
- English
- Gujarati
- Hindi
- Marathi
Additional Qualifications
- NISM- Mutual Fund Distribution V A, 2021-2023
- NISM- SORM (Securities Operations and Risk Management), 2021-2023
Personal Information
- Father's Name: Dilip Hargovind Parmar
- Date of Birth: 05/02/99
Timeline
Analyst
Smartstrem Technologies
06.2022 - Current
Mutual Fund Distributor
NJ Wealth
05.2021 - 12.2021
Certified Investment Banking Operations Professional - Securities and Derivatives, End to end Trade life cycle of Listed and OTC products, Functioning of Clearing and Settlement systems, AML/KYC, Asset Management, Risk Management
Imarticus Learning
Bachelors - Banking and Insurance
K.C College, Mumbai University
Higher Secondary Certificate -
K.C College, Mumbai University
Secondary School Certificate -
Bai M.N Gamadia Girls High School