Summary
Overview
Work History
Education
Skills
Certification
Technicalskill
Timeline
Generic
Shubha Pandey

Shubha Pandey

Summary

Accomplished finance professional with over 10 years of experience in Mutual Funds, Capital, and Derivative markets. Specialized in data analytics, financial reporting, and operational management. Proficient in developing and maintaining dynamic dashboards using Power BI and Tableau to deliver actionable insights and support strategic decision-making. Demonstrated ability to lead teams, manage complex processes, and enhance operational efficiency. Adept at translating complex data into clear, concise reports for stakeholders. Seeking to leverage analytical skills and industry expertise in a Data Analyst role within Finance and Investment Banking.

Overview

7
7
years of professional experience
4
4
Certifications

Work History

Trade Life Cycle Associate I

JP Morgan Chase
5 2020 - 5 2023
  • Overseeing a team tasked with managing operations and daily workflow in the Custody Middle Office's Trades Processing Group
  • Expertise in depository settlement life cycle in CDS, DTC, FED and other LATAM markets across products such as Fixed Income, Fx, Equities, REPOs etc
  • Handling Corporate Actions, Depot Movements, Inter-Account Transfers, Stamp Charges, IPOs, CSDR nuances while keeping the team updated with compliance policies regarding market sanctions such as Venezuela and Russia
  • Chosen by leadership to lead a project collaborating closely with clients, aimed at streamlining operations through efficient instructions sent via swift
  • The goal was to minimize errors and enhance trade processing flow which resulted in achieving a straight through processing rate of over 400 trades/month in phase 1
  • Actively integrating technology to replace outdated legacy systems with modern, web-based solutions, aimed at boosting efficiency and minimizing manual processes
  • Created dynamic and interactive dashboards in Power BI to provide real-time insights into financial data
  • Designed and implemented complex DAX formulas to create custom metrics and calculated fields for in-depth analysis
  • Developed various visualizations such as line charts, bar charts, pie charts, and heat maps to effectively present financial trends and patterns
  • Optimized data models to enhance performance and ensure fast loading times of reports and dashboards
  • Collaborated with stakeholders to understand their requirements and tailor dashboards to meet business needs
  • Provided training and support to end-users on how to interact with and interpret the dashboards
  • Ensured data accuracy and consistency by setting up automated data refresh schedules and performing regular quality checks.

Team Leader

BNY Mellon International Operations (India) Private Limited
04.2012 - 11.2012
  • Successfully migrated and established the "Integrated Accounting System" process
  • Maintained strong client relationships during all interactions
  • Utilized advanced Excel functions such as VLOOKUP, INDEX-MATCH, and IF statements to manage and analyze large datasets
  • Created dynamic and interactive dashboards using PivotTables and PivotCharts to summarize and visualize key financial metrics
  • Applied data validation and conditional formatting to enhance data entry accuracy and highlight critical information
  • Ensured accurate and timely updates of operations reports and managed error logs.

Executive (Team Leader)

State Street Syntel Services Private Limited
04.2007 - 03.2012
  • Managed the USMF Cash and Share Reconciliation team, ensuring zero variance from defined SLAs
  • Ensured adherence to SOPs and maintained internal and external error logs
  • Led process improvement initiatives related to productivity gains and risk reduction
  • Developed complex formulas and functions to automate data calculations and streamline reporting processes
  • Applied data validation and conditional formatting to enhance data entry accuracy and highlight critical information.

Asst. Portfolio Manager

Motilal Oswal Securities Ltd. Bhilai
04.2006 - 03.2007
  • Managed client portfolios, providing investment solutions and maintaining client accounts
  • Cleared and settled trades, ensuring accurate maintenance of margin amounts
  • Prepared dashboards to monitor portfolio performance and client activity.

MIS Officer

Airtel Bhilai
09.2005 - 03.2006
  • Managed MIS for three districts, including data management and performance attribution
  • Resolved connection and sales-related issues, ensuring efficient new account openings.

Education

Data Analytics -

IIT Kanpur (Simplilearn)

M.B.A. (Finance & Marketing) - undefined

Lal Bahadur Shastri Institute of Management, Bhilai, Chhattisgarh

B.Sc. - undefined

Pt. Ravi Shankar University, Bhilai

HSC - undefined

Govt Girls Higher Secondary School, Bhilai

SSC - undefined

Govt Girls Higher Secondary School, Bhilai

Skills

Data Analytics

Certification

NCFM Capital Market Dealer Module

Technicalskill

  • Power BI
  • Tableau
  • Advanced Excel (Macros, Pivot Tables, VLOOKUP, HLOOKUP)
  • SQL
  • SharePoint
  • Data Analysis and Visualization
  • Financial Modelling

Timeline

Team Leader

BNY Mellon International Operations (India) Private Limited
04.2012 - 11.2012

Executive (Team Leader)

State Street Syntel Services Private Limited
04.2007 - 03.2012

Asst. Portfolio Manager

Motilal Oswal Securities Ltd. Bhilai
04.2006 - 03.2007

MIS Officer

Airtel Bhilai
09.2005 - 03.2006

Trade Life Cycle Associate I

JP Morgan Chase
5 2020 - 5 2023

Data Analytics -

IIT Kanpur (Simplilearn)

M.B.A. (Finance & Marketing) - undefined

Lal Bahadur Shastri Institute of Management, Bhilai, Chhattisgarh

B.Sc. - undefined

Pt. Ravi Shankar University, Bhilai

HSC - undefined

Govt Girls Higher Secondary School, Bhilai

SSC - undefined

Govt Girls Higher Secondary School, Bhilai

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Shubha Pandey