A finance professional from a top tier Investment bank, who is driven to hone new skills and to identify areas of improvements to further explore the investment banking world.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Fixed Income Trading Operations Director
Morgan Stanley
10.2021 - Current
Trading assistant for the EMEA Rates desk in London/Frankfurt Live risk management of trader's books for government bonds, Futures and options.
Supported the traders with market/product life cycle events such as expiries, corporate actions and maturing positions.
Acted as a liaison point for various teams and liaised with the BU on an ad-hoc basis to identify and resolve issues, delivered Primary dealer regulatory reports.
Drove multiple projects to increase Electronic trading/platform efficiency and reduce manual trading and enrichment efforts.
Promoted to Director in 2 years and 9 months.
Consulting Intern
Bubble Network
12.2020 - 05.2021
Brought in concepts like Statements of procedure to standardize work flow.
Proposed frameworks like Process mapping to improve cohesion between silos. Checked team dashboards to review effectiveness of channels.
FX Trading Operations Associate
Morgan Stanley
06.2017 - 05.2020
Middle office FX - supported EMEA, NY and Hong Kong markets.
Forecasted spot funding requirements for Gulf, Emerging markets and G10 currencies to cover risk before currency cut offs.
Developed tools for increased efficiencies as a part of lean management innovation.
Identified and resolved trading breaks during the life cycle of a trade to ensure smooth settlement and to mitigate significant financial impact.
Promoted twice to Senior Analyst and Associate in 2 years and 11 month
Talent Acquisition Intern
Grant Thornton
05.2016 - 05.2016
Ran a research project and drafted a report on the organizational culture, study and working of employees at the firm.
Assisted in the end to end recruitment drive of Audit Analysts for the year 2016
Education
Chartered Financial Analyst - Level 1 Completed -
CFA Institute
01.2019
Bachelors of Commerce (B. Com) - Finance
Christ University
Bengaluru, India
2017
Indian School Certificate (ISC Commerce) -
St Joseph's Boys' High School
Bengaluru, India
2014
Indian Certificate of Secondary Education (ICSE) -
Sishu Griha Montessori And High School
Bengaluru, India
2012
Skills
Python
Power BI
SQL - PostGreSQL and Pgadmin
Leadership and Innovation
AWARDS
Morgan Stanley:
Spotlight Award July 2024: Identified a partially electronic trading facility and worked with Technology to reduce Trade Amendment rates from 100% to 3%.
Spotlight Award June 2022: Stabilized a newly migrated process in a short period and drove a Critical Project.
Global Ops STAR Award – Q1 2019: One of the 6 winners selected from each region for demonstrating firm values and excellence (selected from a pool of 75+ nominations across the globe) Contribution : Automated manual processes with a time save of 4.5 daily business hours (equivalent to 0.5 employees and 31.5 hours a week).
Spot Award – February 2018: Live on production within 6 months. Identified duplicate trades to avoid significant financial impact.
Spot Award – October 2018: Innovation and improvising the process through Boxi reports and macros.
Global Volunteer Month Lead 2017-2024: Lead for CSR activities for the graduate hire batches of 2017, 2018, 2019. Joined the India Philanthropy Committee.
Christ University:
Placement Representative: For a Batch of 500 students
B.Com Key Organizer 2016: Intra-deanery cultural program at Christ University.
Represented the department 2015-2016 Intra-collegiate management fests in Finance and HR.
St Joseph's: Best All-Rounder 2014:
Braganza rolling trophy: Awarded Best All-rounderfor the Batch of 2014 among 200 students
Certification
SQL Bootcamp - Udemy
Equity research and financial modelling - Certified by NSE
MS Excel - Certified by Microsoft
Written and Spoken Spanish - Christ University
Python and Analyst Skills CFA Practical Skill Modules
Interests
Swimming | Represented and anchored Karnataka state team in the National level aquatics meet - 2010. State level medals in Backstroke and relay - 2010. Won 30+ accolades across club, state level and interclub events. Won the Individual sports champion award.
Piano | Part-time Piano teacher for 10 years. Completed Grade 8 Trinity College London piano practical exam and grade 5 Theory of music that officially permits teaching in any country. Currently pursuing ATCL – concert level.
Golf Enthusiast
Timeline
Fixed Income Trading Operations Director
Morgan Stanley
10.2021 - Current
Consulting Intern
Bubble Network
12.2020 - 05.2021
FX Trading Operations Associate
Morgan Stanley
06.2017 - 05.2020
Talent Acquisition Intern
Grant Thornton
05.2016 - 05.2016
Chartered Financial Analyst - Level 1 Completed -
CFA Institute
Bachelors of Commerce (B. Com) - Finance
Christ University
Indian School Certificate (ISC Commerce) -
St Joseph's Boys' High School
Indian Certificate of Secondary Education (ICSE) -