Sree Jayasurya Somanchi
Hyderabad
Summary
Skilled Fund Administrator with a proven track record at INVESCO, mastering financial data analysis and showcasing effective communication. Excelled in identifying investment trends and ensuring compliance through meticulous financial statement examination. Leveraged Office Suite expertise and adaptability to change, driving data-driven insights and enhancing fund performance.
Overview
3
3
years of professional experience
Work History
Fund Administrator
INVESCO
Hyderabad
03.2022 - 02.2024
- Starting as an Investment Trainee is a great idea
- I had an amazing opportunity to learn new skills, understand processes, and gain practical experience
- Examining financial reports is essential to comprehending the performance and overall health of investment vehicles
- Finding trends and possible hazards is aided by financial statement analysis
- Gaining significant insights into various investment strategies and risk profiles is possible when I get to work with complex fund types
- A thorough examination of financial statements, including the cash flow statement, SOI, SOAL, and SOP, is necessary
- These papers provide information to shareholders regarding the performance, holdings, and financial health of the fund
- Working with internal and external auditors during year-end and interim audits ensures compliance and transparency
- Interacting with Huston team till Draft 2 handoff, signing of checklists and responding to audit comments
Intern
DELOITTE
Hyderabad
07.2021 - 08.2021
- The main objective of the study is to analyze various aspects of the US Taxation
- Understanding the tax compliance framework to study the process of preparing the relevant tax related support documents and tax returns using various tax tools and software designed to prepare the tax returns
- The purpose of the study is pertained to preparation and filing of Individual, Partnership, Corporate returns, seek valuable insights regarding tax return preparation
- This study also enables to understand its scope and preparation of tax returns and also comprehend about the profile of the industry and organization
Education
MBA - Finance
Institute of Public Enterprise
Hyderabad01.2022
Graduation - B.COM
Samatha Degree College
Hyderabad01.2018
Intermediate - MEC
Sri Chaitanya Techno School
Hyderabad01.2015
Skills
- Financial Data Analysis
- Data-Driven Insights
- Office Suite
- Effective Communication
- Responsive to Change
- Effective Troubleshooting
Languages
- English
- Hindi
- Telugu
Skills
Proficiency in analyzing financial statements and accuracy in financial review., Data analysis proficiency and Insightful decision-making., Proficient in using Microsoft applications for data analysis, reporting, and presentations., Clear verbal and written communication., Adaptable in adhering to strict timelines, with a willingness to learn and adapt to changing requirements.
Timeline
Fund Administrator
INVESCO
03.2022 - 02.2024
Intern
DELOITTE
07.2021 - 08.2021
MBA - Finance
Institute of Public Enterprise
Graduation - B.COM
Samatha Degree College
Intermediate - MEC
Sri Chaitanya Techno School
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