Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Business Analyst
Ryan, LLC (Property Tax Implementation Services)
Hyderabad
09.2023 - Current
Works on projects related to data importing, cleansing, transforming, validating or modeling data.
Leveraged SQL queries to extract, transform and load data into databases.
Created and designed business intelligence databases, spreadsheets or outputs.
Follow all applicable security policies regarding client's data and documentation.
Builds visualizations that enabled users to quickly interpret results from complex analyses.
Assists in reconciling and analyzing of client data and perform reconciliation of client data.
Audits internal data and processes to identify and manage initiatives, improving business performance.
Participate in meetings, offering ideas, insights and recommendations towards process improvements.
Communicates with stakeholders to address queries and to keep them update them on status of projects.
Performs other duties as assigned.
Analyst-Investment & Trade Ops
Franklin Templeton (Portfolio Accounting Services)
Hyderabad
08.2021 - 09.2023
Ensured that custodian bank accounts and foreign markets are accurately opened for
investments in a timely manner.
Worked with portfolio managers, tax departments and other teams to gather information and
documentation required for opening accounts and markets.
Coordinated custody account opening, collateral account opening, transition, and other account
events with custodian banks worldwide and resolve registration problems.
Responsible to manage and setup the agreements in systems and database for trades to take
place.
Responsible to create daily reports that are utilized to know if anything is missing in production
or to know the errors.
Responsible to do internal and external audits which is performed monthly, bimonthly, and
quarterly.
Involved in Custodian Transition Project of the company.
Responsible to handle queries from external and internal teams.
Responsible to provides process training to colleagues.
Performed other duties as assigned.
Marketing Intern
Unschool
Hyderabad
09.2020 - 10.2020
Education
MBA - Finance & Human Resources
St. Joseph's P.G College
Hyderabad, India
01-2021
B. Com (Information Technology) -
St Joseph's Degree College
Hyderabad, India
01-2018
Skills
MS Excel
Database Tool (MS Access) and SQL
MS Office
Outlook & Sharepoint
Power BI & Alteryx
Data Analysis and Data Management
Internal Auditing
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
French
Beginner (A1)
A1
Certification
Office Excel 2016- Microsoft
Course on Shares, Stocks and Investments by Bombay Stock Exchange Limited
A Complete Financial Analyst Course by Udemy
Business English Cambridge- level 1 by University of Cambridge
Soft Skills
Good Communication
Individual Contributor and a team player
Hardworking and organized
Timeline
Associate Business Analyst
Ryan, LLC (Property Tax Implementation Services)
09.2023 - Current
Analyst-Investment & Trade Ops
Franklin Templeton (Portfolio Accounting Services)
08.2021 - 09.2023
Marketing Intern
Unschool
09.2020 - 10.2020
MBA - Finance & Human Resources
St. Joseph's P.G College
B. Com (Information Technology) -
St Joseph's Degree College
Office Excel 2016- Microsoft
Course on Shares, Stocks and Investments by Bombay Stock Exchange Limited
A Complete Financial Analyst Course by Udemy
Business English Cambridge- level 1 by University of Cambridge