PIYUSH BHATNAGAR

Reviewed account opening forms and executed instructions for internal and external bank accounts.

Prepared and reviewed subscription and redemption requests for private equity as requested by clients.

Prepared and dispatched introductory packages to relevant trust parties, facilitating database updates.

Drafted letters and instructions for credit requests, terminations, and routine transactions.

Audited investment management accounts for fee validation, asset allocation, and statement accuracy.

Led stakeholder reporting and status updates for support activities, enhancing communication efficiency.

• Developed a data-driven dashboard for business-as-usual operations, improving visibility into turnaround time and workload trends.

Reviewed financial reports for various sectors, collecting key investment data using SQL and analytical tools.

Audited annual and interim financial reports, ensuring accurate treatment of financial and non-financial data.

Analyzed client-required ratios and updated product treatments accordingly.

Processed management changes, IPOs, and director trades daily, publishing biannual business summaries for ASX-listed companies.

Compiled brief and detailed company reports based on earnings, news, and announcements.

Demonstrated ability to perform under pressure while managing multiple priorities effectively.

• Handled client inquiries and provided timely responses aligned with current processing capabilities.

Reviewed and analyzed financial reports, gathering essential investment data using SQL and various tools.

Conducted research on banking and NBFI financial reports, collecting credit rating-specific data for Europe and America.

Updated directors daily with changes based on non-financial announcements related to IPOs and listed companies.

Analyzed annual reports and presentations bi-annually, producing comprehensive business reports.

Maintained over 100% productivity and 99% quality while reviewing financial reports to enhance processes.