Sumana Sinha
Investment Banking Professional
Baharampur
Summary
Experienced investment banking professional specializing in data analytics within equities and fixed income asset classes. Strong track record of leveraging analytical skills to drive strategic decision-making and optimize investment opportunities. Demonstrated ability to interpret complex financial data and trends to provide valuable insights for clients and stakeholders. Committed to staying abreast of industry trends and continuously enhancing expertise to deliver superior results.
Overview
9
9
years of professional experience
16
16
Certifications
4
4
Languages
Work History
Senior Data Researcher - Customer Data Management
LSEG
09.2024 - Current
- Managed complex projects to enhance organizational data capabilities, meeting deadlines and staying within budget constraints by focus on analyzing client-specific information, documenting project requirements, implementing changes to master data.
- Formulated techniques for quality data collection to meet expected adequacy, accuracy and legitimacy targets. Verified compliance with data retention requirements by managing document catalogues for long-term archival of data associated with contract closeouts.
- Ensuring the accuracy, completeness, and timeliness of corporate-wide data uniformity, particularly focusing on high-level data sets such as Business Entity, Client Segmentation, Industry Classification (NACE, NAICS codes), FactSet Data, Refinitiv Data and Contact Data on US and UK markets.
- Evaluate information from multiple sources (FINRA, GLEIF, FFIEC, IAPD, SEC reports etc) reconcile inconsistencies, and determine the best path forward for data management initiatives.
- Conducted complex data management with SQL server , Python, Snowflake, Salesforce and Excel.
- Reduced data discrepancies by 5% establishing clear guidelines for data input and standardization.
- Provided training to colleagues on best practices in data management and tools usage.
- Ad hoc Projects - Optimize the usage of Collibra and enforce data governance approval workflows within the tool. Ensuring accurate data profiling, anomaly detection, and automated quality monitoring.
Data Standardization Analyst
LSEG
12.2021 - 09.2024
- Benchmarks and Indices Operations- Reference Data management. Subject matter expert on securities in terms of how they are listed and traded on various Asia Pacific stock exchanges. Understand the fundamentals of stock prices and fluctuations due to corporate actions.
- Become a subject matter expert on industry identifiers such as RIC, CUSIP, SEDOL, ISIN, ICB etc. to successfully track & add new securities coming to the covered markets.
- Monitor internet/company websites for anticipated corporate action events that transpire on Asia Pacific stock exchanges. Research & maintain shares outstanding data on listed issues and exchange traded funds. Check on liquidity of stocks whether falls on indices benchmark on each quarter.
- Compile and analyze source documents including annual reports; quarterly filings; and IPO prospectuses for information related to revenue and shareholders. Research press releases, exchange bulletins, for payment related announcements. Datasets used are Refinitiv, Bloomberg etc.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Conducted regular reviews of operations and identified areas for improvement.
- Streamlined data collection methods to improve speed and accuracy of analysis. Reduced errors in data entry, instituting rigorous quality control checks by 10%.
- Used SQL, Outlook, Jira, and Excel extensively.
- Ad hoc Projects - Implement and optimize Collibra Data Catalog, ensuring proper metadata management and governance for FTSE Russell datasets.
Finance & Admin Business Associate
IBM
05.2018 - 11.2019
- Managed introduction, processing, and validation of data (based on sales turnover) related to products. Developed knowledge of company products and services to make suggestions according to customer needs.
- Facilitated seamless communication between internal teams as well as external partners to ensure alignment on objectives.
- Analyzed financial data to identify areas for improvement, implementing targeted strategies to enhance profitability. Managed a diverse portfolio of clients, ensuring timely delivery of high-quality services.
- Led successful project management initiatives, consistently delivering projects on time and within budget constraints maintaining the quality.
- Pioneered mentorship program within department, facilitating knowledge sharing and professional development among team members of 5.
- Used PowerPoint, Outlook, Webtas, Jira, Ncode and Excel extensively.
Business Analyst
Trident Information Systems
06.2017 - 10.2017
- Gained knowledge about Navision [Microsoft Dynamics NAV] (ERP Solution). Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
- Collaborated with stakeholders to identify business needs and data sources.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Entered financial statements and performed daily transactions into system to track business metrics.
- Used Word and Excel extensively.
Finance Management Trainee- Summer Intern
Aditya Birla Finance Ltd.
05.2016 - 07.2016
- Identified and reached out to potential referral partners such as Builders, CAs, Real Estate Consultants, Brokers/Dealers. Gained knowledge of company policies, protocols and processes.
- Educated referral partners about financial products, financial services, and benefits(monetary/non-monetary) of being associated with the company. Handled day-to-day customer or client questions via telephone or email.
- Made 3 new empanelment in my tenure
Education
PGDM - Finance, Marketing
New Delhi Institute of Management
New Delhi, India 04.2001 -
Bachelor of Commerce (Honors) - Accountancy
Seth Anandram Jaipuria College
Kolkata, India 04.2001 -
Skills
Skilled in Microsoft Office tools
Certification
5-Day Workshop on Financial Modelling (Skill Nation)
Interests
Yoga
Painting
Experimental Cooking
Timeline
Senior Data Researcher - Customer Data Management
LSEG
09.2024 - Current
Data Standardization Analyst
LSEG
12.2021 - 09.2024
Finance & Admin Business Associate
IBM
05.2018 - 11.2019
Business Analyst
Trident Information Systems
06.2017 - 10.2017
Finance Management Trainee- Summer Intern
Aditya Birla Finance Ltd.
05.2016 - 07.2016
PGDM - Finance, Marketing
New Delhi Institute of Management
04.2001 -
Bachelor of Commerce (Honors) - Accountancy
Seth Anandram Jaipuria College
04.2001 -
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