Soumya Ratna B
Associate - Hedgefunds
Mumbai
Summary
A results-driven financial markets professional with Specialized Masters in Finance,aspiring to build a global career. Adept at leveraging superior communicative and interpersonal skills to interact with diverse individuals and groups across all organizational levels.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
Work History
Associate
Apex Fund Services LLP
Mumbai
08.2022 - Current
- Actively engaged in management of Hedgefunds, PE funds and Real estate funds.
- Managed investment avenues like cryptocurrencies, derivatives, and other market instruments for funds.
- Collaborated with fund managers regularly to align efforts to confirm accurate financial reporting.
- Evaluated trade impacts and issued reports on progress and variances.
- Generated routine and ad-hoc financial statements for management decision making.
- Trained new employees on accounting principles and company procedures.
Associate
BNP Paribas
Mumbai
02.2021 - 08.2022
- Champion of the Month - March'22
- Managed several mutual funds.
- Resolved cash exceptions, evaluating impact on overall account status and reporting findings to stakeholders.
- Assisted in preparing audit schedules, compliance reports, NSARs, tax returns and financial statements.
Manager
Vallari Design Studio
Mumbai
05.2019 - 01.2021
- Looked after the financing and sales of products.
- Working capital financing for smooth processing of business
Product Management Intern
BSE Ltd
Mumbai
06.2018 - 10.2018
- Actively managed customer relations of BSE Ltd Currency Derivatives Exchange (CDX).
- Assisted with onboarding of various key clients including Tata steel, Piramal group, TCS etc along with other MSMEs on BSE CDX .
- Researched competitive landscape to report key insights on market leaders.
- Assisted with customer needs and resolved problems to maintain business relationships.
- Secured long-term accounts by recommending strategies to promote brand effectiveness and highlight product benefits.
- Devised content strategy to effectively engage target audiences.
Education
Specialised Masters in Finance - Global Financial Markets And Fintech
University of Mumbai- BSE Institute Ltd
Mumbai 08.2017 - 08.2019
Skills
Derivatives
Accomplishments
- KPMG six sigma green belt
- Powerlifting Bronze Medalist (Dist)
Timeline
Associate
Apex Fund Services LLP
08.2022 - Current
Associate
BNP Paribas
02.2021 - 08.2022
Manager
Vallari Design Studio
05.2019 - 01.2021
Product Management Intern
BSE Ltd
06.2018 - 10.2018
Specialised Masters in Finance - Global Financial Markets And Fintech
University of Mumbai- BSE Institute Ltd
08.2017 - 08.2019
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