Pallavi Ghulaxe
Associate
Pune
Summary
Hardworking, highly motivated professional eager to lend, combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different process and drive company objectives.
Overview
3
3
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Associate
Oracle Financial Software Services Ltd
11.2020 - Current
- As a member of Cash and Reconciliation learn working on a project where we perform different types of recons such as UPB, Cash & Ledger Recon and resolving breaks via Alladin Dashboards.
- Load and reconcile cash daily activity Includes researching differences and resolving them in an accurate and timely manner.
- Work closely with Account Manager, Investment Managers Custodians and each client 10 ensure any issues are communicated and addressed quickly.
- Prepare, and/or review Asset Reconciliations between BlackRock, Asset Manager, and Custodian Bank.
- Includes researching differences and resolving them in a timely and accurate manner.
- Working knowledge of PAM & ART
- Reconciliation for exceptions by checking trades, factors, payments information through Alladin view, ART( Alladin reconciliation tools).security master.
- As a member of one of the largest publicly traded U.S Asset manager (BlackRock) providing risk analytics for fixed income, Equity and option related securities.
- Directly involved in the production of GREEN PACKAGE - a comprehensive suite of portfolio risk management and compliance reports that allow institutional investors 10 analyze and manage risk across asset classes.
- Risk management solutions for Capital Markets involving Risk Analysis in terms of Risk calculations for Portfolios consisting of fixed income securities, structured products and derivatives like Swaps, Futures, etc.
- Doing Quality Control via Aladdin for various exceptions (breaks) which gets generated when it exceeds tolerance of the client's portfolio.
- Utilized strong communication skills when interacting with clients or colleagues both verbally and written.
- Devised process and procedures to streamline operation.
Education
PGDM - FINANCE
06.2018 - 06.2020
B.E - INFORMATION TECHNOLOGY
Skills
Analytical Skills
Attention to Details
MultitaskingResilient
Time management
Problem-SolvingSQL
Accomplishments
- Completed 250- hours comprehensive Performance Based Leadership Development Program by Stratecent Consulting and have acquired skills : Negotiation, Problem Solving with Systems thinking.
- Completed stimulation based e-learning program on world best B2B program creating client value built by IMPARTA in conjunction with London Business School and INSEAD.
- STAR Employee of month for OCT-2021
- STAR Employee for SEP-2023
- SPOT Award for MAR-2023
AWARDS
Certification
Business Analyst
Timeline
Business Analyst
01-2024
Associate - Oracle Financial Software Services Ltd
11.2020 - Current
Indira School of Business Studies - PGDM, FINANCE
06.2018 - 06.2020
Rajiv Gandhi College Of Engineering And Research - B.E, INFORMATION TECHNOLOGY