Suruchi Arora
Investor Relations And Portfolio Management Analyst
Mumbai,Maharashtra
Summary
Experienced investor relations analyst with a strong track record of effectively reporting key risk and performance indicators for securities and real estate investments. Skilled in data analysis and data visualization, consistently providing accurate and meaningful conclusions for investors. Currently pursuing CFA Level 1 as a registered candidate, eager to make a significant impact in the financial services industry.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
Work History
Investor Relations Analyst
Amherst
Mumbai
07.2024 - Current
- Generated monthly and quarterly presentations highlighting performance trends for real estate investor distributions across 15 Joint Venture Funds (37,000+ homes under management).
- Streamlined excel based reports by introducing VBA-based quality assessments which reduced reporting turnaround time from 22.5 hrs down to 7.5 hrs and increased reporting accuracy.
- Developed an internal Tableau dashboard presenting key performance indicators like rental yield, occupancy and property turnover time which helped strategic decision making for the US based Portfolio managers.
- Collaborated with internal technology partners, finance and asset management departments to enhance reporting using big data from systems like Yardi, Salesforce, SQL and Tableau which helped with a deeper understanding on performance indicators.
- Created detailed SOPs for recurring activities to allow smooth onboarding of new joiners.
- Prepared monthly call materials used to show performance year on year on underlying properties in various funds which drove the value of private equity and debt.
Operations Analyst
Morgan Stanley
Mumbai
06.2021 - 07.2024
- Prepared and presented KRI reports across 3 regions Asia, EMEA and NA to senior management on operational performance of security settlements highlighting aged fails and reconciliation issues, created minutes with actionable points for other team members.
- Collaborated with agent banks across EMEA and DTC markets to consolidate fungibility information on 5000+ pairs of cross border combinations.
- Developed and implemented process improvement initiatives for SWIFT instructions downstream that resulted in an 85% decrease in turnaround times, manual error risk and penalty risk.
- Trained and mentored new team members on all sub-processes like ETF, Algo, SBL, DSP, IPB and PB.
- Managed high priority queries for IPB and PB clients by investigating new exceptions and collaborated with parties like custodians, DR agents and registrar's to understand trade flow.
- Received spotlight award for consolidating a dossier of complex settlement products which decreased the turn around time for query resolution from 2-3 business days to same day resolution.
Audit Intern
Chirag Shah and Associates
Mumbai
09.2018 - 10.2018
- Tracked and analyzed changes in financial assets and liabilities to identify potential fraud by cross verifying invoices submitted by businesses.
- Created a dynamic spreadsheet by linking formulas across existing database, pivot tables and graphs to visualize and reduced manual effort for bulk transaction records and performed data analysis to identify errors and discrepancies in financial records.
- Developed and maintained strong relationships with stakeholders to ensure proper communication and understanding of audit results.
Education
Bachelor Of Commerce - Accounting And Finance
St. Andrews College
Mumbai 04.2018 - 04.2021
Skills
Tableau
Excel
PowerPoint
KPI and KRI reporting
Business communications
Attention to detail
Timeline
Investor Relations Analyst
Amherst
07.2024 - Current
Operations Analyst
Morgan Stanley
06.2021 - 07.2024
Audit Intern
Chirag Shah and Associates
09.2018 - 10.2018
Bachelor Of Commerce - Accounting And Finance
St. Andrews College
04.2018 - 04.2021
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