Ritesh Sankala
Senior Financial Performance Analyst
Summary
Dynamic Senior Financial Performance Analyst at Northern Trust with expertise in data-driven performance evaluation and advanced Excel functions. Proven track record in enhancing reporting efficiency and compliance with GIPS standards. Adept at coaching junior analysts and driving process improvements, leveraging strong analytical skills and organizational strategies to achieve exceptional results.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Financial Performance Analyst
Northern Trust
11.2022 - Current
- Lead the review and validation of complex portfolio and composite performance reports, ensuring compliance with GIPS standards and internal quality benchmarks.
- Act as a subject matter expert for performance-related queries and escalations from clients and internal stakeholders.
- Supervise junior analysts' work, provide regular coaching, and conduct training to support their technical and professional development.
- Coordinate with global teams on client onboarding, transitions, and custom reporting requirements.
- Drive initiatives for process improvement and automation to enhance efficiency and reduce manual dependencies.
- Contribute to audit and internal control reviews, ensuring adherence to compliance and reporting standards.
Financial Analyst
Northern Trust
07.2020 - 11.2022
- Performed daily, monthly, and quarterly performance calculations for client portfolios, including time-weighted, and money-weighted returns.
- Validated benchmarks, portfolio returns, and attribution data for accuracy before client delivery.
- Assisted in preparing standard and customized performance reports for institutional clients.
- Maintained and updated composite structures, benchmarks, and client-specific performance data.
- Gained exposure to GIPS guidelines, attribution methodologies, and performance systems.
Education
MBA - Financial Services
Symbiosis University of Applied Sciences
Indore 04.2001 -
Bachelors of Engineering - Mechanical
Pune University
Pune, India 04.2001 -
Skills
- Data-driven performance evaluation with Eagle PACE and StatPro
- Expertise in advanced Excel functions
- Proficient in Power BI analytics
- Skilled in data analysis using MS Office and Bloomberg
- Organizational time strategies
Additional Information
- Cleared CFA Level1
- Awarded with MTSE(Maharashtra Talent search) scholarship in school days.
- Winner of Mock Stock trading competition at Inter- college level.
·
Certification
CFA Level 1
Timeline
Senior Financial Performance Analyst
Northern Trust
11.2022 - Current
Financial Analyst
Northern Trust
07.2020 - 11.2022
CFA Level 1
06-2019
MBA - Financial Services
Symbiosis University of Applied Sciences
04.2001 -
Bachelors of Engineering - Mechanical
Pune University
04.2001 -
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