Sri Varani R
Financial Analyst
Bangalore,KA
Summary
Financial Analyst with 4.5 years of total experience in financial services industry. Well-versed in balancing priorities and meeting deadlines under pressure. Expertise in risk management, NAV oversight and Investment guideline monitoring. Proficient in Python, SQL, Excel, Statistics, stock markets & Accounting paired with strong analytical skills to promote organizational success.
Overview
5
5
years of professional experience
18
18
years of post-secondary education
1
1
Language
Work History
Fund Accountant
Empower Retirement
04.2021 - Current
- Responsible for timely asset & cash reconciliations between Empower and custody through PAM application
- Liaising with custody, broker, and sub-advisor on any trade or position discrepancy.
- Processed principal and interest paydowns for mortgages and bonds and calculated scheduled cash flows.
Senior Associate
InfraHedge Ltd, a subsidiary of State Street Corp.
04.2018 - 03.2021
- InfraHedge is a Managed Accounts Platform for institutional investors and hedge fund managers that provides transparent insights into the portfolio - specifically for risk management, performance analysis, guideline monitoring, and NAV oversight.
- Played key role in delivering risk and stress analytics, performance insights, and fund guideline monitoring to 4 of its NA and EMEA clients over 3 years.
- Experienced in active client communication and query handling.
- Actively liaised with TruView (State Street’s Risk Engine) and investigated abnormality in market risk numbers.
- Carried out market risk reporting for various types of derivatives & Mergers and Acquisitions (specifically for merger arbitrage strategy).
- Helped onboard some of the funds to the platform; So I have a deep understanding of the structure of Data bases.
- Familiar with ETL tables, rules, and taxonomy in SQL.
- Played key role in improving and supervising documentation and process control.
- Contributed towards process improvement by suggestions for automation via Qliksense and worked to see them through.
- Collaborated closely with Gain Insights (Tech partner) by writing & reviewing specifications for automation and carried out rigorous testing.
- Helped set up Interactive Management Tool in the business unit which focused on streamlining operations to standardize client engagement & enhance the client experience.
Intern
InfraHedge Ltd
01.2017 - 01.2018
- Understanding the hedge fund market & requirement for oversight services post the 2007-09 financial crisis
- Part of the ideation and designing team of the news portal
- Understanding the customized product offerings and each client’s requirements
- Involved in Product testing and information validation.
Education
Passed FRM Part 1 -
Global Association of Risk Professionals - FRM
06.2021 - 05.2022
PGP DSBA - Data Science & Business Analytics
Texas McCombs School of Business & Great Learning
05.2022 - 04.2023
B.Com (Honours) - Finance & Investment
Christ (Deemed To Be University)
Bangalore 06.2015 - 04.2018
Investment Operations Certificate -
Chartered Institute For Securities & Investment
UK 06.2017 - 03.2018
Higher Secondary -
Bharathi Vidya Bhavan
06.2013 - 04.2015
Secondary School -
Bharathi Vidya Bhavan
06.2002 - 04.2013
Skills
Python
SQL
MS Office - Excel functions & macros
Advanced Statistics
Machine learning
Bloomberg & EIKON
Accounting principles knowledge
PAM & AERO accounting applications
Financial instruments & markets
Risk management
Accomplishments
Promoted twice in the span of 3 years during my tenure at InfraHedge
Awarded Best Team player Q4 -2018
Awarded Shining Star recognition - Q1 -2019
Timeline
PGP DSBA - Data Science & Business Analytics
Texas McCombs School of Business & Great Learning
05.2022 - 04.2023
Passed FRM Part 1 -
Global Association of Risk Professionals - FRM
06.2021 - 05.2022
Fund Accountant
Empower Retirement
04.2021 - Current
Senior Associate
InfraHedge Ltd, a subsidiary of State Street Corp.
04.2018 - 03.2021
Investment Operations Certificate -
Chartered Institute For Securities & Investment
06.2017 - 03.2018
Intern
InfraHedge Ltd
01.2017 - 01.2018
B.Com (Honours) - Finance & Investment
Christ (Deemed To Be University)
06.2015 - 04.2018
Higher Secondary -
Bharathi Vidya Bhavan
06.2013 - 04.2015
Secondary School -
Bharathi Vidya Bhavan
06.2002 - 04.2013