Summary
Overview
Work History
Education
Skills
Timeline
Generic

Priyanka Pandey

Bangalore

Summary

As an Operations Analyst specialist in the Reference Data Team, I conduct investment and financial market analysis alongside managing corporate actions like mergers, acquisitions, and stock splits. My tasks include data management, adding and maintaining securities like common stock, ETFs, and derivatives in databases. Utilizing Bloomberg, Reuters Eikon, Telekurs, EDI, and SMF terminals ensures accurate data sourcing. I excel in navigating complex corporate events, optimizing data analysis, and facilitating informed decision-making in the financial realm.

Overview

7
7
years of professional experience

Work History

Reference Data - Operations Specialist

S&P Global
03.2024 - Current
  • As an Operations Specialist in the Reference Data Team, I play a pivotal role in ensuring the accuracy and integrity of our database while handling a wide array of corporate actions, ranging from mergers and acquisitions to stock splits and dividends
  • Processing and troubleshooting data issues in static reference data/market data pertaining to Equity, Fixed Income, Derivatives, ETF, Index, Structured Products and its associated corporate action events, pricing, ticker, ric, alternate identifiers.
  • Ensure financial data accuracy and validate internal dataset against third-party sources.
  • Research and perform all type of corporate actions like Name change, Ticker change, RIC change, Reverse Stock Split, Forward Stock Split, Alternate Identifiers change for APAC/EMEA/AMERICA regions.
  • Maintaining data quality by creating data checker alerts for monitoring data changes in various product types to ensure the data quality and timeliness of data delivery.
  • Working on data feeds and notifications from exchanges, data vendors like Bloomberg, Six, Telekurs and Reuters to resolve data issues.
  • Check dividends and corporate actions for T+10 Exdates
  • Add new securities (common stocks, bonds, futures, etc.) to the database
  • Establishing data feeds from various sources and ensure proper flow of feeds to upstream and downstream systems.
  • Address client inquiries and reference data queries
  • Utilize technical proficiency in SQL, Oracle, and AWS for robust data management and analysis, ensuring optimal performance and adherence to industry standards

Operations Analysis Analyst | Equities- Data & Analytics

S&P Global
05.2021 - 03.2024
  • As an Operations Analyst, my role extends to managing SFTR reports in addition to handling a diverse range of corporate actions on a global scale
  • I am tasked with managing custom baskets, overseeing data management tasks, and maintaining a comprehensive database for our clients' financial products, which include common stocks, ETFs, derivatives, forwards, bonds, futures, options, and more
  • A significant part of my responsibilities involves conducting dividend checks for Japan and Korea, ensuring accurate reporting and compliance with regulatory requirements
  • I strive to provide timely and accurate information to our clients, facilitating informed decision-making and enhancing their investment strategies
  • I have Financial Data / Operations experience with strong Knowledge of Capital Markets (Equities, Derivatives, Commodities & Energy)

Investment Banking Analyst

ICICI Securities
05.2019 - 03.2020
  • Managed investment analysis for both long and short-term strategies
  • Conducted thorough research on various securities, industries, and market trends
  • Analyzed financial statements, economic indicators, and industry reports
  • Identified opportunities for profitable investments
  • Developed and implemented investment strategies tailored to client objectives and risk tolerances
  • Selected individual stocks, bonds, mutual funds, and other investment vehicles
  • Applied analytical skills to make informed decisions aligned with client financial goals
  • Maintained strong relationships with clients over the long term
  • Conducted regular portfolio reviews and provided performance updates
  • Offered personalized investment advice and support
  • Kept a vigilant eye on market players and industry developments
  • Stayed informed about competitor strategies, regulatory changes, and emerging trends
  • Anticipated market movements and made proactive adjustments to investment strategies when necessary

Intern

JSW
05.2018 - 07.2019
  • Inventory Management: Tracking stock levels, forecasting demand, managing orders, and nurturing supplier relationships are key components
  • Inventory Analysis: Examining turnover rates, categorizing inventory by value, analyzing costs, and studying stockout occurrences provide actionable insights
  • Optimization Strategies: Maintaining safety stock, calculating reorder points, and collaborating with suppliers improve efficiency
  • Technology Integration: Leveraging inventory management software for automation, real-time tracking, and reporting streamlines processes
  • Benefits: Efficient inventory management and analysis enhance operational efficiency, reduce costs, improve customer service, and bolster competitiveness

Education

MBA - Finance

CMS Business School, Jain University
05.2019

B.com - Account Honours

Patna Women's College
06.2015

Skills

  • Reuters Eikon
  • Bloomberg
  • FIGI
  • SIX Telekurs
  • EDI
  • SMF
  • SQL
  • EXCEL

Timeline

Reference Data - Operations Specialist

S&P Global
03.2024 - Current

Operations Analysis Analyst | Equities- Data & Analytics

S&P Global
05.2021 - 03.2024

Investment Banking Analyst

ICICI Securities
05.2019 - 03.2020

Intern

JSW
05.2018 - 07.2019

MBA - Finance

CMS Business School, Jain University

B.com - Account Honours

Patna Women's College

Similar Profiles

CREATE PROFILE
Priyanka Pandey