Rishav Chauhan
Mohali
Summary
Results-driven Senior Analyst with 4+ years of experience specializing in Fund Accounting, Portfolio Reconciliation, and Financial Reporting. Adept at leveraging advanced analytics tools, including Zoho Analytics, to create data-driven insights that enhance strategic decision-making and operational efficiency. Skilled in Client Onboarding, Technical Issue Resolution, and Customer Relationship Management, with a proven record of improving user satisfaction and streamlining processes. Consistently recognized for excellence in performance and communication, earning multiple 'Employee of the Month' accolades. Committed to aligning financial operations with organizational objectives and delivering precise, impactful solutions in hedge fund accounting and reconciliation.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Support Analyst
Arbortec Systems Private Limited
Mohali
01.2023 - Current
- Fund & Portfolio Management: Delivered comprehensive data analysis and account reconciliation for Crypto, ETFs, Fixed Income, and Equity Funds, collaborating with the Business Analysis team to streamline training and processes.
- Leadership & Mentorship: Conducted regular one-on-one reviews and mentored junior team members, fostering professional growth and improving team performance.
- Client Onboarding & Support: Oversaw client onboarding, backend configurations, and login setups, resolving escalations efficiently and maintaining a 98% client satisfaction rate.
- Data Analysis & Reporting: Utilized Zoho Analytics to create actionable reports and dashboards, driving informed decision-making for clients and ensuring reconciliation accuracy for cryptocurrency operations.
- Project Management: Coordinated team deliverables, ensuring timely completion of tasks aligned with client and organizational goals.
Associate Support Analyst
Arbortec Systems Private Limited
Mohali
06.2020 - 12.2022
- Application & Network Support: Maintained internal network environments and provided independent support for server applications, improving operational workflows by identifying inefficiencies.
- Client Assistance & Documentation: Resolved technical queries for clients, enhancing satisfaction through effective communication and detailed documentation.
- Reporting & Analysis: Produced client-facing reports with a focus on regulatory compliance and data integrity, supporting key decision-making processes.
- Task Coordination: Regularly communicated task statuses and facilitated improvements by escalating issues in team discussions.
Education
MBA - Finance & Marketing
Chandigarh Group of Colleges
Mohali08-2020
BBA - Management
Govt. College Solan
Solan, HP07-2016
Skills
- Postman
- Trello
- SQL
- Zoho Analytics
- Bloomberg Terminal
- Microsoft Excel
Certification
- Excel Fundamentals- Formula for Finance (CFI), Using Excel Formulas and Functions in Microsoft Excel (Coursera), Fundamentals of Data Analysis in Excel (CFI), Business Analytics with Excel: Elementary to Advanced (Coursera)
- Finance & Accounting, SEBI - Investor Certification Examination (SEBI & NISM), Financial Literacy Course for Bharat (NISM).
- Introduction to Business Intelligence (CFI), Introduction to Statistics (Coursera)
Timeline
Senior Support Analyst
Arbortec Systems Private Limited
01.2023 - Current
Associate Support Analyst
Arbortec Systems Private Limited
06.2020 - 12.2022
MBA - Finance & Marketing
Chandigarh Group of Colleges
BBA - Management
Govt. College Solan
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