Parag Bharambe
Mumbai
Summary
Detail-oriented professional with 2.5+ years of experience in investment banking back office operations. Proven expertise in efficient financial transactions, trade settlements & Clearing, market surveillance, and post-trade process management. Strong emphasis on accuracy and compliance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Associate
SS&C Globeop Financial services Pvt Ltd
Mumbai
01.2022 - Current
- Managed daily and monthly reconciliation for Listed Equity, Derivatives, and Commodities. Ensured precise recording of financial data associated with CFD and OTE activities along with Structured products.
- Monitored and managed market trends across various equity, F&O, currency and commodity markets
- Validated trade processing, confirmation, and matching. Ensured efficient clearing and settlement.
- Maintained precise and well-structured collateral agreements records safeguarding against potential discrepancies.
- Maintained adherence to SEBI/SEC regulations and other relevant regulatory frameworks, while performing error-free end-of-day operations and meeting defined SLAs for system preparedness.
- Prepared insightful End-of-Day MIS reports, adhering to company SOP to facilitate better decision-making by management, ultimately increasing organization's Key performance index.
Trainee Associate
LinkIntime India Pvt Ltd
Mumbai
10.2021 - 01.2022
- Coordination for dividend processing with banks and tax team, also assisting clients in annual general meeting (AGM meeting) by providing an online virtual platform.
- Handling shareholders' complaints and queries through a dedicated team.
- Deliver correct and appropriate financial reports to clients and look after the quarterly compliance and shareholding pattern reports on a quarterly basis.
- Coordinate with depositories and internal team for corporate actions (Demerger, Bonus, ESOP, Merger, Acquisition, etc.).
Education
Master of Management Studies And Research - Operations Management (Finance)
Dr, V.N.Bedekar Institute of Management Studies
Thane06-2021
Bachelor of Science, Information Technology -
Elphinstone College
Mumbai06-2018
Skills
- Product Control
- Trade settlements
- Trade processing
- Statistical Data Analysis
- Time Management
- Attention to Detail
- Process Improvement
- Advance Excel
Certification
- Quantitative Finance and Risk Management, IIQF, Mumbai, In Process
- Certified Investment Banking Operations Professional, Imarticus, Thane, 2022
Languages
Marathi
First Language
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Timeline
Senior Associate
SS&C Globeop Financial services Pvt Ltd
01.2022 - Current
Trainee Associate
LinkIntime India Pvt Ltd
10.2021 - 01.2022
Master of Management Studies And Research - Operations Management (Finance)
Dr, V.N.Bedekar Institute of Management Studies
Bachelor of Science, Information Technology -
Elphinstone College
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