Sheldon Mascarenhas
Mumbai
Summary
A focused, goal-oriented and hardworking individual striving to gain utmost knowledge and experience in the overall functioning and managing of a business organization. Specialized in the field of Finance.
Overview
6
6
years of professional experience
Work History
Senior Associate
Morgan Stanley
Mumbai
05.2021 - Current
- Handled the process which mainly included opening accounts of the hedge fund investors and booking trades like subscriptions, redemptions & transfers. Also, catering to the hedge funds' and their investors' queries.
- Working as the primary representative for one of the biggest and crucial hedge fund (with an AUM of $46B) administered by Morgan Stanley.
- Distributing Offering Memorandum to potential investors and resolving the day to day queries. Also, distributing monthly NAV statements, acknowledgments, notifications & contract notes to investors for their orders.
- Monitoring the transition bank accounts for the subscription monies and redemption payouts for the source of funds check. Also, conducting source of funds check to prevent money laundering.
- Working closely with the Anti-Money Laundering team, Data Management team and the US counterparts and maintaining a smooth workflow.
- Managing and ensuring that there is proper coordination within the team. Furthermore, conducting training and mentoring sessions the junior team members.
Business Associate
Crimson Interactive
Mumbai
04.2020 - 05.2021
- Played an important role in being the primary point of contact for all international clients and ensure client satisfaction in regards to the organization's services
- Providing appropriate services and quotation that meets client requirements and addressing to every client queries
- Analyzing client demands and accordingly collaborating with the Marketing and Sales team for implementation of strategies
- Working alongside Project Management team to ensure quality work is provided to client along with various other activities
- Acquired an overall experience of the business by collaborating with different internal departments.
Project Management (Internship)
IPSOS Market Research
Mumbai
05.2019 - 07.2019
- Worked on the project of increasing the client-base for the newly launched Mystery Shopping department
- Preparing project status reports by collecting, analyzing, and summarizing information by the clients.
Accountant (Internship)
K. Dave & Co. Chartered Accountants
Mumbai
04.2018 - 06.2018
- Handled work related to GST Invoice entries and bank entries of different clients-base including individuals, societies and companies.
Education
Post Graduate Diploma - Finance Management
Narsee Monjee Institute of Management Studies (NMIMS)
Mumbai04.2024
Bachelor of Accounting And Finance (BAF) -
St. Andrews College of Arts, Science & Commerce
05.2020
Higher Secondary Certificate (HSC) -
St. Andrews College of Arts, Science & Commerce
01-2017
Secondary School Certificate (SSC) -
Holy Cross Convent School
01-2015
Skills
- Detailed and Organized
- Leadership
- Communication
- Critical Thinker
- Team player
- Never give up
- Empathy
- Responsible
- Patient
- Integrity
- Goal Oriented
Additional Knowledge
- MS Word & Excel
- Adobe Premier Pro
Affiliations
- Assistant leader of one of the choir groups of the St. Joseph Church, Mira Road.
- Member of the "Vacation-Bible Joy" summer camp for children of different age groups organized by the youth of St. Joseph church, Mira Road.
- Acted as one of the lead character in the theatre plays ‘Christmas in the Woods’ and 'The Sheep- man's Christmas' staged at St. Andrews Auditorium, Bandra, along with many different theatre plays, including a performance at the Kala – Ghoda Arts Festival.
- Assistant Head of the Technical Department for ‘Excelsior’, a fest hosted by St. Andrews College.
- Participated in the Street Play competition held by the Department of Lifelong Learning & Extension (DLLE).
Languages
- English
- Hindi
- Marathi
- Konkani
Hobbies and Interests
- Football
- Music (Playing the Guitar & Singing)
Accomplishments
- Employee of the Month - Sept'23 & March'24
Timeline
Senior Associate
Morgan Stanley
05.2021 - Current
Business Associate
Crimson Interactive
04.2020 - 05.2021
Project Management (Internship)
IPSOS Market Research
05.2019 - 07.2019
Accountant (Internship)
K. Dave & Co. Chartered Accountants
04.2018 - 06.2018
Post Graduate Diploma - Finance Management
Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Accounting And Finance (BAF) -
St. Andrews College of Arts, Science & Commerce
Higher Secondary Certificate (HSC) -
St. Andrews College of Arts, Science & Commerce
Secondary School Certificate (SSC) -
Holy Cross Convent School
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