Summary
Overview
Work History
Education
Skills
Languages
Certification
Tools Worked
Timeline
Generic

Rohith B

Bengaluru

Summary

Talented professional successful at transforming under-performing units and generating capital for key projects. Hardworking and dedicated with uncompromising competitive nature.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Investment Analyst

IG India Private Ltd
Bengaluru
11.2022 - 06.2024
  • Delivered support to clients of IG across the Globe on Leveraged and Non-Leveraged account types (Spread Betting, CFD, Turbo, Options Share Dealing, ISA, Smart Portfolio)
  • As an investment analyst I provide research and information to help traders, fund managers and stockbrokers make decisions about investments.
  • The information I provide ensures investment portfolios are well managed and that potential investment opportunities are highlighted.
  • Proposed different offerings to clients such as auto - trading platforms (PRT, MT4 , API) Smart investing accounts and limited risk accounts ( Turbo ).
    Assisted clients with FUNDING, WITHDRAWAL and Currency Conversion activities on their accounts.
  • Maintained excellent interactions with stakeholders and amongst internal teams to resolve clients queries (Trade execution, stock transfer, corporate actions, compliance etc..) to provide accurate and timely responses.
  • Addressed clients queries about variety of statements, AGM events, withholding tax queries, Power of Attorney etc.
  • Troubleshoot and resolved different platform issues and Covering Multiple asset classes such as FX, Indices, Shares, ETF's Commodities, Bonds, Crypto currencies)

Advanced Analyst

ERNST & YOUNG (EY)
Bengaluru
11.2021 - 05.2022
  • As a team we act as a Centralized team between Local team and the Client. Our major clients are KTM, Bertelsmann, SAP, Spotify, MBCC are major clients.
  • My major responsibility is to analyze the data, prepare contracts and Prime sub memo(PSM), Reporting and ensure the risk of the data mismatch are right and reviewed.
  • I am responsible for defining and monitoring the risk activity of the business between the client and the local team.
  • As a team we module the data and quantitatively analyze the report into actionable insights, that leads to contribute to decision making with our stakeholders and ensure if there is higher risk or lower risk as per the clients SOW(statement of work)
  • Provide support to different engagements in their Ad-hoc challenging time.

Analyst

NORTHERN TRUST (NT)
Bengaluru
11.2019 - 10.2021
  • Major responsibility is to ensure that Investors Dealing trade such as Subscription, Redemption and Transfer has been placed and to ensure whether the Amount or Units have been traded as per the Investors request.
  • Working with the various team such as Dealing, Registration team and Finance team to ensure smooth flow of Work process and to ensure quality work in Investor request.
  • As a team we focused on the production of accurate and timely contract notes, payments, statements and investor reporting for various clients with a significant focus on project management and execution against tight deadlines.
  • Achievements: Received rewards and Gifts from the Investors from other countries for the support made professionally in the critical time of requirement.
    Rewarded for Organizing fun and Virtual activities among the team members of different teams in Transfer Agency.

Procurement Professional Analyst

INTERNATIONAL BUSINESS MACHINE (IBM)
Bengaluru
10.2017 - 11.2018
  • Ability to determine and execute work flow for purchasing and Payment process(P2P), Supply Chain Management collect and review purchasing information, and monitors and apply procedures.
    Client is ANZ, the countries supported was India and New Zealand.
  • Experience to develop and maintain strong relationships with departmental personnel, vendors and other customers/ client.
    Ensuring all payments is cleared within the cut off time.
  • Following in the escalation matrix when an issue arises.
    Taking initiative to identify process gaps and improvement ideas.
  • Allocation of works among team members.
    Ensuring process standards are met as per the IBM polices.
  • Investigation and resolving process issues in the team.
  • Provide training to the new employees.
    Interacting with the vendors and the requestors in a balance manner and make sure that both the clients are satisfied through our service.

Education

MBA - Finance And HR

Kristu Jayanthi College
Bengaluru, KA
01-2017

Bachelor of Commerce - Finance

CMR Institute of Management Studies
Bengaluru, KA
01-2015

Skills

  • Investment strategies
  • Portfolio Management
  • Wealth Management
  • Investment Selection
  • Trading Systems
  • Creative Thinking
  • Asset Management
  • Currency Trading
  • Problem-solving skills
  • Verbal and written communication
  • Analytical Thinking
  • Invoice Verification
  • New Client Acquisition
  • Client Relationship Development

Languages

Malayalam
First Language
English
Proficient (C2)
C2
kanada
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2
Tamil
Elementary (A2)
A2
Telugu
Elementary (A2)
A2

Certification

  • Six Sigma (Green Belt) Issued by KPMG(Beginner)

Tools Worked

· Oracle People Soft, SAP ARIBA, Multi fond, EXPAG

· Presently up skilling in Power BI and SQL

· Excel, Word and Power Point

· Sales Force, Genesis

. Chat GPT

Timeline

Investment Analyst

IG India Private Ltd
11.2022 - 06.2024

Advanced Analyst

ERNST & YOUNG (EY)
11.2021 - 05.2022

Analyst

NORTHERN TRUST (NT)
11.2019 - 10.2021

Procurement Professional Analyst

INTERNATIONAL BUSINESS MACHINE (IBM)
10.2017 - 11.2018

MBA - Finance And HR

Kristu Jayanthi College

Bachelor of Commerce - Finance

CMR Institute of Management Studies

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Rohith B