Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Timeline
Generic

SUSHMITA PRABHU

Mumbai

Summary

Data analytics professional with 3+ years of experience in financial data management, investment research, and performance reporting. Proven track record of delivering actionable insights, improving data governance, and supporting cross-functional business strategies. Seeking to contribute to risk advisory/consulting services within a Big 4 firm, leveraging expertise in SQL, Power BI, and stakeholder collaboration.

Overview

4
4
years of professional experience

Work History

Data Analyst - Financial Instruments & Static Data

BNP PARIBAS INDIA SOLUTIONS PRIVATE LIMITED
10.2024 - Current
  • Maintaining Client data in all 15+ referential & downstream systems and set up securities for globally traded financial instruments for the global clients in the downstream tool.
  • Responsible for setting up Legal Entities & Non-Legal entities and updating setup for various business lines namely CRDS, Fixed income, Prime Brokerage, and Corporate Banking.
  • Handling the security setup requested by the client or front office team and also the security discrepancies and amendments for the security setup.
  • Resolving direct client queries and working with the client-facing teams to resolve and provide client-friendly solutions with respect to clearing the discrepancies in the security setup of Equities & Fixed Income bonds.
  • Preparing KPIs, updating monthly reports, and MIS activities presented to management.
  • Handling critical/complex requests which are escalated by clients, raising urgent queries in a timely manner, and adhering to SLAs.
  • Identifying exceptions and problems affecting the failure of trade on the Settlement date and take necessary action to resolve the issues by amending the securities with a thorough investigation.
  • Analyzed operational data from cross-functional teams to identify trends and patterns, providing actionable insights to enhance business decision-making and performance.

Investment Research Analyst - Private Equity Data

MORNINGSTAR INDIA PRIVATE LIMITED
07.2022 - 10.2024

Officer Grade B (Operations and Marketing)

SARASWAT CO-OPERATIVE BANK
Mumbai
08.2021 - 07.2022
  • Company Overview: (Mumbai)
  • Promoted the adoption of Digital Banking Initiatives and assisted customers with digital banking products with a focus on enhancing their banking experience and ensuring strong relationships with clients are established.
  • Effectively overseeing customer accounts, identifying improper or fraudulent activities, investigating red flags, researching transaction origin and collaborating with law enforcement and implementing risk mitigation strategies.
  • Spearheaded digital banking initiatives, increasing customer adoption of online banking services.
  • Analyzed customer data to optimize banking product strategies, enhancing customer engagement.
  • Investigated fraudulent transactions and implemented risk mitigation strategies in collaboration with law enforcement.
  • Conducted market research to optimize platform usability, increasing adoption by 30%.
  • Organized educational seminars to promote digital banking tools, leading to a measurable uptick in user engagement.
  • Translated complex data into actionable consumer and customer behavioral insights, aiding in segmentation and targeted marketing strategies.
  • Demonstrated high degree of leadership and responsibility while working closely with the Information Technology Department to conduct the required research for improving the online Housing Society Management Software Application to ensure effective communication between the bank and society members.
  • Ensured effective planning and adopted strategic approach towards strengthening the digital infrastructure by analyzing customer data, drawing insights, and ensuring that customers get maximum usage out of the digital products.
  • Organized a seminar called Society Link at branch level to educate society members on how to make the most of the Society Connekt App.
  • (Mumbai)
  • Society Connekt Project at Saraswat Bank

Education

PGDM - Business Management

IMT Ghaziabad
01.2026

B.COM - Financial Accounting and Audit

University of Mumbai
01.2018

Skills

  • MS Office (Excel, PowerPoint)
  • Data Governance
  • Client Reporting
  • SQL
  • Risk and Compliance
  • Stakeholder Management
  • Data Validation
  • Corporate Actions
  • Data Reconciliation
  • Data Audit

Websites

Accomplishments

  • Delivered successful solutions to data-related challenges, achieving a production of 108% and a quality score of 96.06% against the target of 95%.
  • Demonstrated strong data management and quality control abilities, identifying and resolving discrepancies between systems.
  • Effectively procured and processed information about Global firms and Corporations using multiple techniques, methods, and sources.
  • Proven ability to handle corporate actions like name changes and mergers, ensuring accurate updates across all relevant data points.
  • Developed framework for data collection and analysis and provided CRM optimization and automation recommendations.
  • Demonstrated ability to analyze various documents and sources to extract key information for accurate data population.
  • Handled high-volume data processing, prioritized tasks, and met deadlines even with ad-hoc requests.
  • Extracted and validated critical investment data (AUM, allocations, SEC filings, Form 5500) to ensure accuracy in global financial reporting.
  • Conducted detailed corporate action analysis (mergers, acquisitions, and name changes) to maintain data integrity across financial datasets.
  • Designed and implemented data governance policies, reducing data inconsistencies by 25%.

Languages

English
Advanced
C1
Hindi
Upper Intermediate
B2

Timeline

Data Analyst - Financial Instruments & Static Data

BNP PARIBAS INDIA SOLUTIONS PRIVATE LIMITED
10.2024 - Current

Investment Research Analyst - Private Equity Data

MORNINGSTAR INDIA PRIVATE LIMITED
07.2022 - 10.2024

Officer Grade B (Operations and Marketing)

SARASWAT CO-OPERATIVE BANK
08.2021 - 07.2022

PGDM - Business Management

IMT Ghaziabad

B.COM - Financial Accounting and Audit

University of Mumbai
SUSHMITA PRABHU