Summary
Overview
Work History
Education
Skills
Summer Internship
Certification
Hobbies and Interests
Accomplishments
Affiliations
Timeline
Generic
Rakesh Yeole

Rakesh Yeole

Kharghar

Summary

Highly skilled in managing commodity trade confirmations and drafting intricate contracts, addressing settlement issues, and preventing trade discrepancies. Demonstrated leadership in training new analysts, improving team performance, and reducing onboarding time.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Financial Analyst

Eclerx
Airoli
02.2022 - 04.2023
  • Managed trade confirmations for the Commodity asset class including oil, gas, metals and agricultural commodities at a Canadian investment bank.
  • Drafted and reviewed trade confirmations for intricate commodity deals to ensure precise reflection of contractual points and compliance with industry norms.
  • Provided timely and detailed responses to client and internal queries about trade terms, discrepancies, settlement issues, and confirmation-related concerns.
  • Worked closely with front-office teams, compliance, and middle-office to ensure smooth trade processing and minimize risks associated with trade failures or mismatches.
  • Trained new analysts on corporate policies and procedures and implemented a mentoring program, reducing onboarding time.

Education

PGPM - Finance

ICFAI Business School
Mumbai, India
01.2025

BCom - Accounting And Finance

SIES College of Arts, Science & Commerce
Navi Mumbai, India
05-2021

HSC -

D.Y. Patil Junior College
Navi Mumbai, India
03-2018

SSC -

Mahatma School of Academics And Sports
Panvel, India
03-2016

Skills

  • Proficient in MS Office
  • Beginner in Power BI
  • Beginner in Bloomberg
  • Beginner in SAP

Summer Internship

Equity Research Intern 02/2024 - 05/2024

Wealth Fincare - Mulund

  • Research and fundamental analysis of the Indian textile sector and its contribution to Indian GDP.
  • Customer acquisition, client management and live trading.

Certification

  • SEBI - Investor Certification exam by NISM
  • Advance Excel - Disha Computer Institute
  • Entrepreneurship and Start-Ups: The Journey workshop Participation Certificate - IIT Bombay
  • Bloomberg Certification: Bloomberg Markets

Hobbies and Interests

  • Cricket
  • Badminton
  • Cooking

Accomplishments

  • Awarded Super Achiever of the Quarter at Eclerx

Affiliations

  • Event Head of E–Cell Club of IBS Mumbai
  • Member of CountShield Club of IBS Mumbai
  • Member of DLLE Committee of SIES

Timeline

Financial Analyst

Eclerx
02.2022 - 04.2023

PGPM - Finance

ICFAI Business School

BCom - Accounting And Finance

SIES College of Arts, Science & Commerce

HSC -

D.Y. Patil Junior College

SSC -

Mahatma School of Academics And Sports

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Rakesh Yeole