Omkar Joshi
Pune
Summary
I have completed MBA in Finance. I have a keen interest & knowledge of financial planning & analysis which includes budgeting & forecasting. Visited Nanyang Technology University, Singapore as a part of Global Immersion Program. Program includes topics such as Disruptive Technology, Finance & Technology, International Business Possess in-depth knowledge about prevalent economic & financial reforms in financial markets with understanding in managing a wide array of financial products. Awarded with Certificate of Excellence for outstanding performance in Finance GYM (A Personal Finance Program) by L&T Mutual Fund. I have a knowledge of different investment products in market.
Overview
7
7
years of professional experience
4
4
Certifications
Work History
Summer internship
L&T Defense
- Project name: - Financial statement analysis & working capital management of Defense sector organizations.
Senior Analyst
Northern Trust
04.2021 - Current
- Submitted reports to the World Bank consistently within deadlines.
- Managed queries for investment managers, including Voya, DoubleLine, Polen, and MetLife.
- Resolved accounting breaks, reconciliation discrepancies, and trade settlement issues.
- Verified transactions and audited portfolio reports for client accounts.
- Conducted daily and periodic research to enhance client account management.
- Led customized postings on the TAMS team while overseeing four members.
- Trained team members and reviewed daily operations alongside procedural documentation.
Senior Executive Advisor
Motilal Oswal Financial Services
01.2019 - 01.2021
- Worked as equity advisor, provided investment solutions to retail clients.
Education
MBA -
Dr. Vishwanath Karad MIT World Peace University
01.2019
B com - Accounts & Finance
KET’s Vinayak Ganesh Vaze college of Arts, Science & commerce, Mumbai University
01.2016
Common Proficiency Test - undefined
12.2014
Skills
Financial Valuation
Certification
NISM - Series - VIII - Equity derivative certification
TECHNICAL SKILLS
- ORACLE WORKFORCE DEVELOPMENT COURSE - 25%
- ADVANCE EXCEL - 100%
- TALLY ERP 9 - 50%
Timeline
Senior Analyst
Northern Trust
04.2021 - Current
Senior Executive Advisor
Motilal Oswal Financial Services
01.2019 - 01.2021
Summer internship
L&T Defense
B com - Accounts & Finance
KET’s Vinayak Ganesh Vaze college of Arts, Science & commerce, Mumbai University
Common Proficiency Test - undefined
MBA -
Dr. Vishwanath Karad MIT World Peace University