OJASVI SHARMA
New Delhi
Summary
Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
3
3
years of professional experience
Work History
Analyst
Evalueserve
03.2022 - Current
- Responsible for assisting analysts and their clients globally in managing their research subscriptions and maintaining database for a European Investment Bank.
- Provide support to analysts by maintaining their client records on contracting application and distributing research reports through – website, email and third-party financial aggregators.
- Troubleshoot analyst problems regarding application, login issues and website access.
- Work on data extraction and research entitlement for third party databases such as S&P Capital IQ, FactSet, Bloomberg, Thompson Reuters(Refinitiv) etc.
- Contract management for clients, vendors and legal team.
- Identified and resolved problems through root cause analysis and research.
- Queried databases for information needed for report processing.
- Identified clear connections between policies and business results to eliminate or reduce confusion and help employees achieve goals.
- Validated results and performed quality assurance to assess accuracy of data.
Analyst
BMTG Advisors India Pvt Ltd
06.2020 - 10.2021
- Supporting operational activities, business process, compliance, quality control and research as an Individual contributor for US & Canadian lending clients.
- Collaborating with vendors to understand project requirement and accordingly work with internal senior management to ensure project delivery.
- Establish strong cross functional working relationships to improve overall operations and provide insights that drive business results.
- Determine the authenticity of data, analyze it & escalate issues to respective teams in the organization.
- Reconciliation of monthly variable commission payouts and manage payments, invoicing for vendors.
- Developed and maintained quality assurance procedure documentation.
- Monitored KPIs to proactively address bottlenecks and quality issues.
- Analyzed quality and performance data to support operational decision-making.
Operations Analysis Associate
IHS Markit (Now S&P Global)
11.2019 - 05.2020
- Drawing on extensive experience in domestic and non-resident withholding (Forms W8, W9, 8233), information return reporting as well as the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard(CRS).
- Tax forms compliance validation and audits.
- Validation of KYC documents and company certificates like MOA, AOA and Incorporation certificates.
- Withholding rate calculations and GIIN/TIN matching.
- Information returns reporting and periodic reviews of compliance.
- Ad-hoc responsibilities to cross-verify client data as per the audit checklist and compliance guidelines set by the client.
Summer Intern - Business Banking
Kotak Mahindra Bank
06.2018 - 07.2018
- Worked under service relation manager of business banking of SMEs.
- Worked in the credit department for credit appraisal of SMEs.
- Development of credit proposals for renewal and enhancement.
- Managing SME’s customer requirements like cheque clearing.
- Worked on excel to CMA data including projections.
Summer intern
Reniso Estate Management Services Pvt. Ltd
06.2018 - 07.2018
- On-site optimization of website content.
- Researching potential link-building and partnership opportunities.
- Creating and updating website content.
- Growing our presence through social media channels.
- Managed time efficiently in order to complete all tasks within deadlines.
Education
X - 2014
Veda Vyasa DAV Public School, Delhi
XII - 2016
Veda Vyasa DAV Public School, Delhi
Bachelor of Commerce (Honours) - 2019
Guru Gobind Singh Indraprastha University, Delhi
Skills
- Business Operations Analysis
- Secondary Research
- Client Servicing
- Operational Audit and Regulatory Compliance
- Quality Assurance and Control
- Quick Learner and Individual Contributor
Timeline
Analyst
Evalueserve
03.2022 - Current
Analyst
BMTG Advisors India Pvt Ltd
06.2020 - 10.2021
Operations Analysis Associate
IHS Markit (Now S&P Global)
11.2019 - 05.2020
Summer Intern - Business Banking
Kotak Mahindra Bank
06.2018 - 07.2018
Summer intern
Reniso Estate Management Services Pvt. Ltd
06.2018 - 07.2018
X - 2014
Veda Vyasa DAV Public School, Delhi
XII - 2016
Veda Vyasa DAV Public School, Delhi
Bachelor of Commerce (Honours) - 2019
Guru Gobind Singh Indraprastha University, Delhi
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