Prithika K
Chennai
Summary
Dedicated and results driven investment professional with 3 years of experience in investment reporting and performance analysis.
Seeking to leverage my expertise in financial analysis, portfolio management, and reporting to contribute to a dunamic investment
team and drive superior results for clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
UK Performance Analysts
BNP Paribas Bank ISP
chennai
09.2022 - Current
- Acquiring and integrating of portfolio data recelved from Fund Accounting (Multi Fonds) into internal Performance system.
- Responsible for generating Performance report, Equity attribution and Contribution report. Calculation of Performance Returns using various methodologies like TWRR and modified Dietz.
- Analyzation of Risk & operations for various capital instruments with historical results and providing explanation for any deviation.
- Presented findings to clients during meetings, demonstrating transparency and commitment to issue resolution
- Conducted indepth root cause analysis to identify underlying issues impacting investment performance and reporting accuracy.
- conducted daily and monthly performance analysis, attribution analysis and tolerance analysis for a portfolios. Individually handting clients dallies and monthly production and has met the targeted dailies and monthly KPIs
- Handled all the escalations and quires Contributing on dailies and monthly Bone(Rise) process
- Produced and delivered timely and accurate investment performance reports to institutional clients, ensuring compliance with industry standards,
- Performed various Data Quality checks on all the above reports to ensure accurate delivery of the reports. Experience in updating NAV and benchmark calculations and investigating the NAV data when missing.
- Updating the SOP and training the UK Client facing on the process.
- Software used for the process: SQL, Ireport, Data navigation analysis, Bone, Citrix system software, JIRA.
Indirect Taxation Intern
Ashok Leyland
chennai
08.2021 - 10.2021
- Streamlined vendor categorization for GST and Customs compliance.
- DATA Entry
- IT Return Filing
Education
MBA - MBA in Finance And Business Analytics
Crescent School of Business
Chennai08.2022
Bachelor of Arts - B.com General
S.D.N.B Vaishnav For Women
Chennai04.2020
Skills
- Advance excel
- Oracle SQL and power Bl
- Bloomberg terminal
- Hiport and MF portfolio
- Market Research and Root Cause
- team management
- Citrix application
Accomplishments
- Received Rising Star Award in BNP Paribas for outstanding performance.
- Received Event managing Award in BNP Paribas for Making EMEA event happened.
- Received Emea award for the best performance as of year 2023.
Certification
- HBSP (Harvard Business School Publishing) Certified in Finance, Management Communication & Quantitative methods.
- Successfully completed MARKET ENTRY STRATEGY FOR ASIA in National University of Singapore.
- Completed Oracle SQL and Power BI in greens technology.
- Artha vidhya accounts executive
- Advanced Excel for Analytics
Languages
Tamil
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Malayalam
Intermediate (B1)
Telugu
Intermediate (B1)
Projects
1. A Comparative Analysis on Performance of Mutual Funds Between Private And
Public Sectors
comparing the mutual funds performance between private and public company using
• Descriptive statistics univariate analysis (standard deviation)
• Sharpe ratio
• Treynor ratio.
• Beta
2. Macro Analysis on Financial Market
• Study of financial market
• Techniqual analysis
• Trend analysis
• Candle stick analysis
• History of financial market
• Trade setting and trading
Timeline
UK Performance Analysts
BNP Paribas Bank ISP
09.2022 - Current
Indirect Taxation Intern
Ashok Leyland
08.2021 - 10.2021
MBA - MBA in Finance And Business Analytics
Crescent School of Business
Bachelor of Arts - B.com General
S.D.N.B Vaishnav For Women