Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
Timeline
AssistantManager
Sandhya A

Sandhya A

Coimbatore

Summary

Insightful Investment banker with 3 years of experience in analyzing financial data from vendors like Bloomberg, Reuters, ICE(IDC), Markit and providing valuable insights to support the client investments by valuating the securities, based on corporate actions, and market trends and maintaining accuracy. Proficient in Microsoft Excel, Data Analysis, Data Science, Python programming, Machine Learning, SQL, Power BI and Tableau. Seeking a challenging role as an Investment Analyst with the eager to embrace new technologies and challenges.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Pricing Analyst / Data Operations

HSBC
Bangalore
10.2023 - Current
  • As a Pricing Analyst, I'm responsible for pricing and valuating securities and maintaining accuracy in the prices to avoid financial losses and also doing recon on a daily basis to avoid variance in the records to calculate the P&L at the end of the day
  • Some of my key responsibilities include:
  • Worked on various different asset classes such as Equity, Derivative, Mutual fund, Fund Accounting, fixed income products, based on the market vendors
  • Extensively using financial data vendors like Bloomberg, Reuters, IDC, IHS Markit, JPM, for pricing
  • Choosing price like bid, ask, spread, last, based on the financial products and the business requirements
  • Adept at selecting pertinent details from unstructured data for seamless integration into databases and case management systems
  • Identify process improvement areas consistently refining the front to back process and providing a walk-through for the process automation to the automation team
  • Performing automation testing through UAT bots for process automation to avoid manual errors
  • Ability to work on multiple projects and set priorities, manage performance under stringent timelines
  • Developed Excel templates with embedded formulas to automate data retrieval from large datasets, reducing the need for manual intervention.
  • Part of transition, and onboarding new process from other regions as per standard pricing instructions
  • Security valuations and pricing non-evaluated securities for the client portfolio
  • Interact extensively with portfolio managers and trade team and Instrument Management team for the daily securities setups and pricing methodology
  • Provide Daily, weekly and month-end pricing and valuation reports

Data Science Intern

ACCESS MILLION Premium Marketing Services
02.2024 - 07.2024
  • Marketing Department
  • Created data models and documented data flows to improve system architecture and data quality
  • Utilized data visualization tools to create interactive graphical representations of Market data
  • Collaborated with cross-functional teams to identify and resolve data-related issues, resulting in a X% improvement in data accuracy
  • Developed a predictive model that accurately forecasts customer churn with the accuracy using machine learning
  • Deployed a deep learning model in production, enabling real-time predictions in a web application

Financial Analyst

State Street HCL Services Pvt. Ltd.
Coimbatore
02.2021 - 08.2023
  • As a Financial Analyst at State Street HCL Services Pvt
  • Ltd., I am responsible for analyzing financial data, preparing reports, and providing accurate prices for the client portfolios
  • Some of my key responsibilities include:
  • Setting up securities with the accurate data with the help of external files besides detailed research with the internal sources and external vendors
  • Pricing all types of long-term securities, such as fixed income and equities, based on client needs using external vendors (ICE, Reuters, and Bloomberg)
  • Responds to data-related and price -related questions from internal and external clients and helps to provide solutions and ensures that all customer responses are thoroughly documented and verified
  • Reaching out to the needed stakeholder in quick time to amend the data related violations, queries and monitors work in process
  • Working in order to validate the unpriced, high tolerance, and stale prices on securities in the Missing price report, New Buys, Variance report, and Stale Report
  • Manually pricing securities that are held in funds and fall under rejected reasons including No price, Trade Halted in the Client Accounting System and Pricing as per the Client Price Source Agreement
  • Reviewing the rejected reasons for why securities weren't priced automatically and taking part in the automation process which minimizes the risk to client portfolios by cutting down on manual price adjustments
  • Monitoring large price movements of security and challenging vendors
  • Monitoring on Corporate Action events to price the consequent securities in accordance with client requirements, raise questions with the trade team, and ensure that the data is accurate and price inline with vendors

Education

Bachelor of Commerce - Professional Accounting

Sankara College of commerce and science
05.2020

HSC - Commerce and Statistics

PSGG Kanya Guru Kulam Girls Hr Sec School, Coimbatore
Coimbatore
05-2017

SSLC -

St' Mary's, Girls Hr Sec School, Coonoor
02.2015

Skills

  • Microsoft Office
  • Microsoft Excel
  • Communication Skills
  • Data Analysis
  • Python Programming
  • Market Trends
  • Power BI
  • Pricing Analysis
  • Machine Learning
  • Tableau
  • SQL
  • Bloomberg expertise

Affiliations

  • Actively participated in NSS during my graduation.
  • Volunteered in Many Social activities

Accomplishments

  • Awarded the Exceptional performance rating in the financial year of 2021 – 2022
  • Nominated for Young Inspiration Award in the financial year of 2023 -2024

Certification

  • Master's In Data Science at Top Mentor
  • Tally ERP 9.0 at Kalvi
  • Finance Foundation at LinkedIn Learning
  • Machine Learning at Top Mentor
  • Tableau at Top Mentor
  • PowerBi at Top Mentor
  • SQL at Top Mentor
  • Advanced Excel at Skill Nation

Languages

Tamil
First Language
English
Proficient (C2)
C2
Malayalam
Elementary (A2)
A2

Timeline

Data Science Intern

ACCESS MILLION Premium Marketing Services
02.2024 - 07.2024

Pricing Analyst / Data Operations

HSBC
10.2023 - Current

Financial Analyst

State Street HCL Services Pvt. Ltd.
02.2021 - 08.2023

Bachelor of Commerce - Professional Accounting

Sankara College of commerce and science

HSC - Commerce and Statistics

PSGG Kanya Guru Kulam Girls Hr Sec School, Coimbatore

SSLC -

St' Mary's, Girls Hr Sec School, Coonoor
Sandhya A