Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Pooja Sonar

Mumbai

Summary

Results-driven professional with over 2.8 years of experience in Middle Office Services, specializing in trade confirmation, settlement, reporting, and exception management for international investment clients. Proven ability to ensure service delivery excellence while maintaining compliance with client SLA standards. Adept at collaborating with custodians, brokers, and clients to resolve trade discrepancies, and support new market initiatives. Known for strong analytical, communication, and time management skills, as well as a commitment to driving process improvements and risk.

Overview

3
3
years of professional experience

Work History

Financial Analyst

Eclerx
Mumbai
06.2022 - 02.2025
  • Managed end-to-end settlement processes for equities, derivatives, and fixed income, resolving failed trades through collaboration with clients and custodians.
  • Executed pre-matching of trades, reducing discrepancies by 95% through proactive investigation and resolution of failed queries.
  • Streamlined reconciliation processes, ensuring accurate reporting of cash positions and minimizing settlement fails.
  • Conducted daily and monthly reconciliations for complex financial instruments, including derivatives and equities.
  • Coordinated with front office and external brokers to clear outstanding trades within T+1 timelines.
  • Facilitated communication with counterparties using SWIFT messaging to resolve discrepancies.
  • Amended SSI's and economic details by proactively following instructions from brokers and clients, ensuring accuracy across global markets.
  • Maintained strong relationships and collaborated with operations and settlement teams to resolve discrepancies, and ensure timely and accurate trade settlements in compliance with global regulatory standards.
  • Enhanced straight-through processing (STP) rate by analyzing client and broker behavior, identifying patterns, and resolving broker mapping errors, boosting efficiency by 20%.
  • Implemented automated reporting through pivot tables, lookups, and macros that reduced the closing procedures time by 15%.

Education

BBA - Accounting And Finance

University of Mumbai
Mumbai
05-2020

Skills

  • Proficient in MS Office Suite (Excel: Macros, VLOOKUP, Pivot Tables) Outlook Word PowerPoint
  • Skilled in email communication and managing professional correspondence
  • Adept at creating professional presentations to communicate insights effectively
  • Experienced in evaluating market trends and client needs to design strategic investment solutions
  • Proven ability to drive performance in dynamic and competitive market environments

Accomplishments

  • Awarded 2 Value Awards for outstanding effort and successful completion of exceptional tasks.
  • Received Client Appreciation for consistently achieving strict volume targets with high accuracy and efficiency

Languages

English
First Language
Hindi
Advanced (C1)
C1

Timeline

Financial Analyst

Eclerx
06.2022 - 02.2025

BBA - Accounting And Finance

University of Mumbai

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Pooja Sonar