Rahul Dingreja
Finacial Analyst
Ulhasnagar
Summary
Accomplished Senior Process Associate with a proven track record at Capgemini, adept in financial analysis and Excel, ensuring high accuracy in securities creation and corporate actions compliance. Excelled in leveraging corporate finance skills and a detail-oriented approach to enhance workflow efficiency and client satisfaction. Demonstrated strong communication and problem-solving abilities in dynamic, fast-paced environments.
Overview
6
6
years of professional experience
2018
2018
years of post-secondary education
Work History
Senior Process Associate
Capgemini
05.2022 - Current
- Managing work flow that originates from the european market and direct client request, including the creation of new securities pertaining for funds
- Analyzing important descriptive data from numerous data sources including prospectus, termsheets for funding, subscription notes, KIID & contract notes
- Keeping track of dividend database records to ensure accurate & timely distributions while upholding a 'Client First' philosophy throughout all facts of employment
- Conduct research on reputable websites such as ANNA, CUSIP & SEDOL
- Experienced in handling corporate actions events, including name changes of funds, reclassifications, mergers, and liquidations, ensuring accurate processing and compliance with regulatory requirements
- Strong attention to detail and ability to manage complex transactions efficiently
- Skilled in preparing and managing Excess Reportable Income (ERI) reports, ensuring accurate data compilation and timely delivery to clients
- Committed to maintaining high standards of accuracy and responsiveness
- Met month-end reporting objectives and deadlines.
Process Associate
Verity Global Services
09.2021 - 05.2022
- Experienced in scheduling and completing all pre-closing duties, ensuring accurate title and closing fees, and confirming Clear to Close certificates
- Detail-oriented with a focus on ensuring smooth and efficient transaction processes
- Proficient in reviewing and obtaining judgment/lien releases or satisfactions, ensuring all necessary documentation is accurate and compliant for successful transaction completion
- Skilled in managing email correspondence and following up on information requests from buyers, clients, and lien holders, ensuring timely responses and smooth communication throughout the process
- Experienced in managing chain of title processes, requesting deeds from deed vendors, and ensuring correct vesting requirements are met
- Proficient in ordering and obtaining deeds to support smooth transactions
- Skilled in examining mortgages, liens, and contract documents, verifying legal descriptions, restrictions, and ownership details to ensure accuracy and compliance in real estate transactions
Financial Associate
Atos Syntel
04.2019 - 05.2021
- Experienced in addressing client investment requirements, including mutual funds, various tax-saving products, and pension plans, providing tailored solutions to meet financial goals and optimize returns
- Experienced in processing transactions related to subscriptions and redemptions, including trade booking, ensuring accurate and timely execution of trades in accordance with client instructions
- Maintaining client personal details like banking mandates on the system for their regular payment, dividend
- Skilled in managing task distribution to meet SLA requirements while leveraging process expertise in areas such as orphan client management, GIA to ISA transitions, indexing, derivatives, money markets, equity shares, fund accounts, and reconciliation
- Focused on ensuring efficiency and accuracy across all processes
Education
Bachelor of commerce -
R.k Talreja College
Skills
Financial Analysis
rewards and recognition
June 2023 - Rising Star
March 2024 - Extramiller
Dec 2024 - Value Creator
Timeline
Senior Process Associate
Capgemini
05.2022 - Current
Process Associate
Verity Global Services
09.2021 - 05.2022
Financial Associate
Atos Syntel
04.2019 - 05.2021
Bachelor of commerce -
R.k Talreja College
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