ROHIT PUVA
Dombivali(W)
Summary
Finance professional with over 3 years of experience as an Associate 2 in Investment Banking. Skilled in managing trade queries, processing payments, tracking and resolving unsettled trades, and performing trade reconciliations to ensure operational accuracy and efficiency.
Overview
4
4
years of professional experience
Work History
Associate 2
State Street Corporation
Kurla
08.2022 - Current
State Street Private Limited
Transfer Agency – Investor & Distribution Services
- Analyse unsettled trade data received from offshore teams and assist in timely resolution.
- Coordinate with Luxembourg and US teams to investigate and resolve unsettled client trades.
- Follow up with clients for subscription payments and pending trade settlements.
- Retrieve and share monthly statements and contract notes with investors.
- Handle investor queries related to cash transactions, dividends, commissions, deal queries, and trailer fees.
- Communicate with end clients regarding trade confirmations, pending receipts, and account opening documentation.
- Support ad-hoc investor requests and operational activities.
Education
Bachelor in Mass Media -
S.K.Tilak College of Science, Commerce & Arts
06-2022
H.S.C -
Siddharth College of Science Commerce & Arts
01-2019
S.S.C -
S.H.Jondhale Vidyamandir
01-2014
Skills
- Trade Query Management
- Payment Processing
- Unsettled Trade Investigation
- Unsettled Payment Investigation
- Attention to Detail
- Problem Solving
- Time Management
- Communication Skills
- Team Collaboration
Hobbies and Interests
- Photography
- Playing Guitar
- Reading Books
- Watching Podcast
- Cricket
Timeline
Associate 2
State Street Corporation
08.2022 - Current
Bachelor in Mass Media -
S.K.Tilak College of Science, Commerce & Arts
H.S.C -
Siddharth College of Science Commerce & Arts
S.S.C -
S.H.Jondhale Vidyamandir