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Associate Process Manager, Financial enthusiast, CFA L1 candidate, I have an MMS (MBA) from MET IOM, Bandra, and am also looking to obtain a position in a thriving financial environment. I have developed a deep understanding of equity, fixed income concepts, bond math and financial products. Ready to work at equity research, industry research, investment banking, etc. Extensive experience in reporting and analyzing financial statements, calculating financial ratios, and evaluating organizational performance. . Proficient in Microsoft Office, SQL, and Power BI.

Dynamic Fund services Manger with over 4 years of experience in securities setup and client relationship management, specializing in theNAV And Fund Accounting , coroporate actions through comprehensive research and engagement with international capital markets Worked in canada For 2 years with international Funds Like TFSA, bonds,mutual funds . Demonstrated success in leading teams to minimize process errors and implementing initiatives that enhance pricing data accuracy. Proficient in leveraging MS Office tools to resolve client inquiries and sourcing prices from platforms such as Interactive Data Corporation, Telekurs, and Bloomberg, ensuring conflict resolution in nav Valuntion and dividend calculation through regular internal audits. Knowledgeable in fund accounting operations, with a proven ability to streamline processes and improve financial reporting accuracy while maintaining regulatory compliance and effective team leadership.

Seasoned Associate Process Manager with a proven track record at eClerx and Goldman Sachs, enhancing AML-KYC compliance and operational efficiency in financial markets. Spearheaded initiatives reducing client onboarding time by 20%, demonstrating expertise in data analytics and leadership. Skilled in business analysis and stakeholder management,

Dynamic Associate Process Manager with eClerx Service Pvt Ltd, skilled in securities settlement and process improvement. Successfully led a team to enhance operational efficiency, achieving zero escalations during process migrations. Proficient in MS Excel and adept at fostering client relationships, ensuring timely and accurate resolutions for high-net-worth clients.

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Associate Process Manager

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Operational Analyst

Research Analyst

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MBA - Finance

B.Com -