Valued Associate Project Manager addresses complex obstacles with experienced insight and anticipation. Demonstrates knowledge of quality management principles through clear communication of task expectations and informed suggestions for process optimizations. Determined advocate of safe and ethical work environment for staff to comfortably accomplish project objectives according to organizational standards.
Overview
11
11
years of professional experience
7
7
years of post-secondary education
Work History
Associate Project Manager
SG Analytics Pvt. Ltd
Pune
08.2015 - Current
Process transition with on-site training
Documented transition report, training manuals, KRA sheets and SOPs to fulfill project requirements and establish traceability
Managing team of 17 resources, consists of Analysts, Senior Analyst, Lead Analysts and Team lead.
Part of monthly process governance call
Developed and implemented process improvement ideas and management matrix with successful execution.
To maintain tactical control of project timelines to keep team on task and achieve schedule targets
To create decks for meetings and for managerial assistance
To maintain open communication by presenting regular updates on project status to client.
Recruited and oversaw personnel to achieve performance and quality targets.
To track project and team member performance closely to quickly intervene in mistakes or delays.
Set goals and deadlines to team
Active interaction with onshore team for Audit, Escalations and training requirements
Hedge Fund Accounting (Client – Novus)
Reconciliation of NAV and portfolio exposure to prepare forecast reports
Asset allocation of portfolio investments across various asset classes
Adding new funds/ clients to database due to corporate action
NAV computation of pulled securities on basis of its asset, liabilities and units outstanding
Tracking performance of securities issued by NPO and government bodies
Senior Financial Analyst
eClerx Services Limited, Morgan Stanley
Pune
01.2014 - 08.2015
Authorizing and validating captured deals and contracts from clients
Used database like Bloomberg, D&B etc... for research
Authentication of Corporations/entities to check AML flags and Special Purpose Vehicle
Verification and validation of High-risk transaction by confirming counterparty details and account level information before trade execution
Account linking based on type of role i.e. Order Placer, Principal, Depository, Joint Account owners and Revealed Principal
Research and analysis of BIC for various organizations present in internal system of client from SWIFT website
Preparation of Fund Reconciliation Report
Loan Syndication and Participation Servicing:
To keep in touch with overseas DA’s (Deal Administrator) and to contact agent banks for receiving notices, agreements and trades sent by clients
To process borrowing/drawing, repricing/rollover with increase/decrease, interest payment/capitalization and commitment increase/decrease for different corporate clients
To perform manual cash flow, margin change, manual GL, Cycle Share Adjustment, prepayment, repayment and issuing Standby Letter of Credit
To calculate different types of fees (ongoing fee, utilized fee, commitment fee) and retrieve floating rates from Bloomberg currency portal
To maintain collaterals of sub-participants in Syndication Loans and cash reconciliation using Matloc
Associate Analyst
TechMahindra
Pune
12.2011 - 10.2013
Classifying deal types into various categories like LBO, MBO, MBI and PIPE
Validated results and performed quality assurance to assess accuracy of data.
Analyzed Private Equity and Venture Capital life cycle of various companies
Analyzed every stage and aspect of private equity transaction from announcement to final exit
Provided details of private equity investors, financial sponsors and strategic buyers
Analyzed data including information on deal terms and structures, deal amounts, valuations, EBITDA data and multiples
Conducted research on the type of equity & debt provided to raise the capital
Calculated post valuation on basis of round amount paid and stake acquired
Conducted secondary research through Company website, Businessweek, Bloomberg, Crunchbase, Reuters, Hoovers, LexisNexis, PE Hub, SEC and Company houses