Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Professional Development
Timeline
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PRAKHAR NEMA

Pune

Summary

Financial Analyst with 3+ years in trade reconciliation and investment banking operations. Skilled in data visualisation and discrepancy resolution, ensuring accuracy, compliance, and operational efficiency. Dedicated to applying my expertise to deliver impactful financial insights and drive value for the organisation.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Intermediate Representative - Trade Analyst

BNY Mellon International Operations Ltd.
Pune
12.2022 - Current
  • Conducted monthly trade reconciliations, including holdings, trades, accruals, market values, and pricing, ensuring 100% accuracy in financial reporting.
  • Resolved cash/unit discrepancies, ensuring daily financial accuracy and timely NAV calculations for high-value client portfolios.
  • Optimized portfolio reconciliation processes, resolving discrepancies across 100+ trades daily, Reduced trade reconciliation errors by 15% and improved reporting accuracy
  • Performed daily accruals for interest and dividends on bonds and equities, reducing manual errors by 10%.
  • Executed internal and external reconciliations across custody and accounting platforms, ensuring compliance with regulatory standards.
  • Designed and implemented an automation solution for accrual processes on GRX, reducing manual workload by 2% across all regions and improving operational efficiency.
  • Trained and mentored new team members, ensuring smooth onboarding and task accuracy.
  • Handled critical client inquiries and investment manager queries, fostering strong relationships and improving client retention by 20%.

Business Development Associate

Byju's
Bangalore
07.2021 - 08.2022
  • Analyzed market trends and trade data to identify new business opportunities, resulting in a 25% increase in client acquisition.
  • Developed and maintained a robust pipeline of opportunities through effective engagement and prospecting, contributing to a 15% growth in revenue.
  • Built strong relationships with partners and customers, fostering long-term business partnerships.

Education

Executive Post Graduate Programme in Management - Finance

Indian Institute of Management
Kozhikode
08-2027

B.com - Finance

Devi Ahilya Vishwadyalaya
Indore
01.2021

Skills

  • TLM for cash/ unit
  • GRX for external reconciliation
  • NAV calculations
  • Bloomberg
  • Financial Modeling
  • DCF Valuation
  • Data Visualization
  • Tableau
  • Power BI
  • Automation Tools
  • Advanced Excel
  • Stakeholder Management

Certification

Financial Modelling and Valuation, The Wall Street School, Delhi

Accomplishments

  • Spotlight Award – BNY Mellon: Recognised for achieving a 10% reduction in manual errors within financial reporting processes, significantly enhancing operational efficiency.
  • International Toastmasters Winner: Secured first place in a prestigious speech contest, demonstrating exceptional communication and presentation skills.
  • Global Accruals Automation – GRX Platform: Designed and implemented an automation solution for accrual processes, reducing manual workload by 2% across all regions and improving accuracy in financial reporting.

Professional Development

  • Advanced Excel for Financial Modeling - Coursera
  • Power BI - Data Visualization
  • ECRM - Corporate actions
  • TLM for Cash and Unit Variance
  • GRX for Trade reconciliation
  • Jira for Internal query

Timeline

Intermediate Representative - Trade Analyst

BNY Mellon International Operations Ltd.
12.2022 - Current

Business Development Associate

Byju's
07.2021 - 08.2022

Executive Post Graduate Programme in Management - Finance

Indian Institute of Management

B.com - Finance

Devi Ahilya Vishwadyalaya
PRAKHAR NEMA