Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic
SRIJITA SINHA

SRIJITA SINHA

DATA ANALYST / BUSINESS ANALYST
KOLKATA

Summary

An immediate joiner with MBA (Finance), B.Sc (Hons.) in Economics and more than 3.5 years (45 months) of experience in financial operation/administration/research, finance marketing/sales profile and an aspiring Data Analyst seeking for a suitable position in the industry.

Overview

4
4
years of professional experience
6
6
years of post-secondary education
3
3
Certificates
3
3
Languages

Work History

Fund Administrator

HSBC HDPI
KOLKATA
04.2020 - 08.2022
  • Administrating correctness of NAV of Mutual Funds for Onshore Team and NAV Creation with Live Data for Daily & Monthly Funds in a given timeline.
  • Sorting and Conditioning Data using MS-EXCEL and SHOWCASE for optimum results.
  • Pricing of securities from Different sources like Bloomberg, Reuters etc.
  • Following different pricing policies for certain clients for manual pricing.
  • Cash transaction/Share holder file reconciliation and resolving related issues.
  • Observing signoff E-mails from upstream teams in OUTLOOK to proceed with Funds.
  • Reviewing corporate actions for pricing related issues using REQUEST BUILDER tool.
  • Using different software such as IMS, MULTIFONDS for Price Input, Subscription/Redemption booking, Accounting Entries and Report Generation.
  • Auditing Reports using ADOBE READER/KOFAX POWER PDF with certain conditions to check the correctness of the NAV.
  • Making/Checking/Consolidating Checklists and Valuation Summaries of Funds using MS-EXCEL, MS-WORD, PDF.
  • Being active on SYMPHONY Chat box for any intimation notice from onshore/upstream teams regarding live process and act accordingly.
  • Following PPT presentations of JAM/SOP for any update in regular process work.
  • Preparing Folders/Files as per client requirements in Onshore Drive.
  • Sending E-mails to respective teams for process related requirements.
  • Attending day to day Team meetings and ZOOM calls for consolidated team works
  • Managing other Ad hoc works as per process needs within deadline.
  • Giving Process Training to new joiners and ensure their performance.
  • Keeping myself updated about compliance and protocols and policies via company’s learning website on a regular basis.

Management Trainee

HINDUSTAN NATIONAL GLASS & INDUSTRIES LTD
KOLKATA
07.2019 - 03.2020
  • Established open and professional relationships with team members which facilitated communication, quickly resolving issues, and conflicts.
  • Sat in on disciplinary hearings to learn about conflict resolution in workplace.
  • Studying on different Start-up projects as a part of investment strategy.
  • Research on Investment objectives and sharing own observations with PowerPoint Presentation with team.
  • Collecting Manufacturing/Sales Data reports from SAP to prepare Weekly/Monthly MIS report using those Data in MS-EXCEL and presenting the data via Pivot tables and Charts.


Business Development Manager

ANGEL BROKING LTD.
KOLKATA
07.2018 - 04.2019
  • Acquiring IFA/Sub brokers/Distributors in the system by reaching out to potential customers via telephone, email, and in-person inquiries.
  • Retail Marketing of Mutual Funds with each Sub broker and generated new business with marketing initiatives and strategic plans through them.
  • Established relationships with every AMC’s RM individually to know more about each funds.
  • Performing Presentations with team on Quarterly Sub Brokers’ meet.
  • Mentoring IFAs on NISM VA examination and getting a ARN CARD of AMFI.
  • Supervising acquired Sub broker on online business system through BEE.NXT website. Training Sub brokers and their clients on ANGEL BEE Investment App.
  • Solving any website or app related queries/technical glitches/Investment related issues with the help of technical/back office/Head office team.
  • Checking/Filling up offline subscription/redemption forms and cheques with other required documents of clients on a regular basis to submit properly in Fund houses/CAMS/Karvy.

Education

MBA - Finance (Major) And Marketing (Minor)

BENGAL INSTITUTE OF BUSINESS STUDIES
KOLKATA
07.2017 - 05.2019

Bachelor of Science - Economics (H) - Minor- Math & Computer Sc.

University of Calcutta
Kolkata
06.2011 - 05.2015

Skills

    Ms-excel

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Accomplishments

  • Stood 1st in “EXCEL KA DON” Competition at ICA.
  • Secured 1st position as a team in a Theme based PPT presentation competition at BIBS.
  • Selected for working as a Lab Instructor/Trainer at ICA
  • “TOP BDM of Q3 in MUTUAL FUND SIP Nos” from Angel Broking Ltd.

Certification

DATA ANALYST (Courseware: Tableau, Power BI, SQL etc.)- EXCELR

Interests

Reading

Traveling

Acting

Cooking

Timeline

DATA ANALYST (Courseware: Tableau, Power BI, SQL etc.)- EXCELR

03-2023

Fund Administrator

HSBC HDPI
04.2020 - 08.2022

Management Trainee

HINDUSTAN NATIONAL GLASS & INDUSTRIES LTD
07.2019 - 03.2020

Business Development Manager

ANGEL BROKING LTD.
07.2018 - 04.2019

PGPFM (Post Graduation Program in Finance Management- Courseware: Capital Market, Mutual Fund, Equity Derivatives etc.))- BIBS & NSE Academy

05-2018

MBA - Finance (Major) And Marketing (Minor)

BENGAL INSTITUTE OF BUSINESS STUDIES
07.2017 - 05.2019

CIA+ (Certified Industrial Accountant Plus- Courseware: MS-Office, Advance MS-Excel, Tally.ERP9, ACE, Accounts, Banking, Finance, Taxation, Soft skills Etc.)- ICA (The Institute of Computer Accountants)

06-2017

Bachelor of Science - Economics (H) - Minor- Math & Computer Sc.

University of Calcutta
06.2011 - 05.2015

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SRIJITA SINHADATA ANALYST / BUSINESS ANALYST