Summary
Overview
Work History
Education
Skills
Timeline
Generic
Rahul Kalekar

Rahul Kalekar

MBA Finance
MUMBAI

Summary

Dynamic and results-driven finance professional with 2+ years of experience in the finance industry.

Knowledge of Trade life cycle, P&L calculations, Reporting, onboarding new clients and giving customized report.

Proven track record of delivering strategic financial analysis, risk assessment, and decision support to optimize business performance. Strong communicator and collaborator with the ability to interface effectively across all levels of the organization.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

3
3
years of professional experience
20
20
years of post-secondary education
2
2
Languages

Work History

Analyst

Enfusion (Financial Services)
02.2023 - Current
  • Successfully onboarded new clients (US Client) onto the Enfusion platform, ensuring seamless integration and configuration of customized reports and dashboards.
  • Utilized JavaScript coding to customize fields and columns, effectively addressing diverse client needs and enhancing platform functionality.
  • Transformed historical data into presentable formats for high-level managers and fund managers, facilitating informed decision-making processes.
  • Managed trade and order processes, ensuring accuracy and efficiency in trade execution and order management.
  • Conducted in-depth investigations into various financial product calculations, including Monetized Delta and Market Value, to provide accurate insights and recommendations.
  • Provided technical support and guidance to team members and clients, ensuring smooth operation of the platform and resolving issues promptly.
  • Interacted with clients to understand and design reporting requirements, ensuring alignment with their business objectives and preferences.
  • Prepared and analyzed reconciliation reports, boxed position reports, position reports, and performance reports to assess portfolio performance and identify areas for improvement.
  • Generated balance sheet, cash flow report, and income statement to provide comprehensive financial insights to clients.
  • Assisted clients via phone calls, providing support and guidance on different reports to effectively manage their positions.

Jr. Data Analyst

Institutional Shareholder Services Pvt Ltd (ISS)
10.2021 - 02.2023
  • Conducted thorough searches, collected, and verified data of varying complexity levels within assigned markets, adhering to current collection methodologies and utilizing approved sources.
  • Ensured comprehensive capture of all basic and intermediate data points in accordance with company requirements.
  • Proactively addressed internal and external queries and requests to maintain alignment with data methodology and policy guidelines.
  • Upheld established work process standards to guarantee the quality and accuracy of collected data.
  • Prepared Incident Reports (IR/JIRA) in response to any client-related incidents, facilitating swift resolution and maintaining transparency.
  • Successfully met pre-determined turnaround goals for assigned work tasks, demonstrating efficiency and reliability.
  • Promptly escalated data interpretation issues when necessary to ensure accurate analysis and decision-making.
  • Maintained electronic files in accordance with ISS and client file retention policies, ensuring compliance and accessibility.

Education

MBA - Finance

Mumbai Institute of Management Research
Mumbai, India
04.2001 - 04.2021

M.Com -

Mumbai University

T.Y. B.com -

Elphinstone College
Mumbai, India

Skills

  • MS EXCEL

  • JavaScript

  • Reporting

  • Financial Statement Analysis

  • Ability to work under pressure

Timeline

Analyst

Enfusion (Financial Services)
02.2023 - Current

Jr. Data Analyst

Institutional Shareholder Services Pvt Ltd (ISS)
10.2021 - 02.2023

MBA - Finance

Mumbai Institute of Management Research
04.2001 - 04.2021

M.Com -

Mumbai University

T.Y. B.com -

Elphinstone College

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Rahul KalekarMBA Finance