Presley Domnic Dsouza
Mumbai
Summary
Team Leader with expertise in managing priorities to meet deadlines and realize high quality outcomes. Committed to establishing credibility and developing relationships with associates and managers. Strong conceptual thinking skills and new concepts acquisitions. Expertise in quality assurance initiatives, issue resolution and interpersonal communication. Sets example for work ethic, punctuality and quality.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Team Lead in Alternative Investments Middle Office
JPMorgan Chase & Co.
MUMBAI
11.2022 - Current
- Alternative Investments Middle Office supports the Private Bank's Investor Community - Bankers, Investor Relations, Client Service, and Marketing teams by globally servicing the PB's suite of alternative investments (private equities, hedge funds, and real estate funds).
- Successfully migrated two process from US team: PBA pricing and HFA pricing.
- Responsible for tracking all internally created securities for alternative investment holdings and ensuring up to date valuations are received and passed to accounting platforms.
- Reconciliation of positions between statements and account numbers
Analyst 3 in Shared Services & Banking Operations Team
Morgan Stanley
Mumbai
05.2022 - 11.2022
- Creation and Validation of entities at party level for Morgan Stanley
- Revalidation and maintaining entities in MS system.
Associate Consultant in Shared Services & Banking Operations team
Morgan Stanley (on Behalf of Optimum Infosystem Pvt. Ltd)
Mumbai
04.2020 - 05.2022
- Handling the work of Client data management through internal Morgan Stanley systems
- Reviewing and Maintaining Entities on a party level
- Worked on NFA Swap dealer Reconciliation, LEI (Gleif), Swift (BIC), FCA (FRN), SFTR and EMIR Counterparty process
- Issuing, maintaining and renewal of MS consolidated entity LEIs
- Handled multiple projects.
Financial Management (Internship)
IIFL Securities Limited
Mumbai
08.2019 - 10.2019
- Learnt concepts related to Financial and Technical analysis.
- Handling of accounts and performed technical analysis during trading hours
Education
Bachelor of Commerce -
Mumbai University
Mumbai, India04-2019
Skills
- Time management
- Strong decision maker
- Complex problem solver
- Willing to take up initiative
- Analysis and Evaluation
- Service-focused
- Key Performance Indicators
- Stakeholder Management
- Operations Management
Certification
NCFM - Fundamental Analysis Module, August 2021, 85.5 out of 100
Current Course
- Appearing for CFA Level 2 in November 2024
- MBA (Financial Management) from SVKM's NMIMS
Languages
- English
- Hindi
- Marathi
- Konkani
Timeline
Team Lead in Alternative Investments Middle Office
JPMorgan Chase & Co.
11.2022 - Current
Analyst 3 in Shared Services & Banking Operations Team
Morgan Stanley
05.2022 - 11.2022
Associate Consultant in Shared Services & Banking Operations team
Morgan Stanley (on Behalf of Optimum Infosystem Pvt. Ltd)
04.2020 - 05.2022
Financial Management (Internship)
IIFL Securities Limited
08.2019 - 10.2019
Bachelor of Commerce -
Mumbai University
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