Shubh Chandra
Mumbai
Summary
Highly motivated and detail-oriented, a recent graduate with a Bachelor's degree in Finance, equipped with comprehensive knowledge of financial principles, quantitative methods, and data analysis. Eager to contribute to a dynamic finance team and leverage academic expertise to drive data-driven decision-making.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate
Hexaware Technologies
MUMBAI
04.2026 - Current
- Loan position elections: Monitoring and verifying elections on loan positions to ensure accuracy and compliance.
- Reconciliation of repair queue: Handling reconciliation of R/Ps (Receive/Pay) transactions stuck in repair and other operational queues.
- Client and agent projections reconciliation: Performing reconciliation between client projections and lending agents’ records to maintain data integrity.
- Event reporting: Running reports to identify mismatches where events are generated in client books but not reflected in DTC, and vice versa.
Associate
State Street Mumbai Pvt Ltd
MUMBAI, India
10.2023 - 03.2026
- Validation of Corporate action events & processing of corporate action events using sources.
- End-to-end CA events notification process for the global market.
- Review MT564/MT568/MT566 swift message from sub custodian and verify the same with second sources like bloomberg, IDC & DTC.
- Resolve all discrepancies, ensure to take action on everyday matters as well as enquiries from all external clients plus internal departments.
- Ensure to escalate more complicated issues complying procedure to assure timeliness and processing accuracy
- Validation of CA event (Golden copy of Event) by performing market price impact test.
- Reconciliation of cash & stock breaks.
Team Leader
Vibgyor Advisors Pvt Ltd
Mumbai
05.2022 - 05.2022
- Maintained relationships with key channel partners through regular visits, understanding needs, and identifying new opportunities.
- Processed cases and business generated by onboarded channel partners to ensure smooth operations.
- Established professional relationships with team members to facilitate timely resolutions for various issues.
Education
PGDM - Banking &Finance
University of Mumbai Guru Nanak Institute of Management Studies
India04.2023
B.Com - Accounting and Finance
University of Mumbai Gurukul College of Commerce
India05.2021
Skills
- Corporate actions processing
- Cash reconciliation
- Transaction processing
- Swift message validation
- Microsoft Excel
- Email handling
- Problem solving
- Issue resolution
- Team collaboration
- Communication skills
Certification
- NISM VA- Mutual Fund Distributors, 2022-03-01
- NISM VIII - Equity Derivatives, 2022-06-01
- NISM VII - Securities Operations & Risk Management, 2022-09-01
- Diploma in Financial Account, 2019-06-01
- Advance MS Office, 2017-11-01
Languages
Gujarati
Marathi
English
Hindi
Timeline
Associate
Hexaware Technologies
04.2026 - Current
Associate
State Street Mumbai Pvt Ltd
10.2023 - 03.2026
Team Leader
Vibgyor Advisors Pvt Ltd
05.2022 - 05.2022
PGDM - Banking &Finance
University of Mumbai Guru Nanak Institute of Management Studies
B.Com - Accounting and Finance
University of Mumbai Gurukul College of Commerce