Summary
Work History
Education
Skills
Internship
Extracurricular Activities
Projects
Disclaimer
Timeline
Generic
Swati Uttare

Swati Uttare

Financial Analyst
Pune

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Work History

Financial Analyst

JPMorgan Chase Bank
  • Core Part of Issuer Instrument Remediation Team and Supporting Money Market Instrument Team
  • Handle Mails and Adhoc request related to BAU Process
  • Ensuring authenticity and Maintaining the quality of repositories data that is being migrated from the traditional system to new one
  • Using platform such as Bloomberg for Updating and changing the Ratings of Asset
  • Check queries raised ensure to close all resolved queries and assign back to respective MO if not resolved
  • Ensure all forward trades are pre confirmed and escalated in case of any queries.

Junior Officer

Bajaj Allianz Life Insurance Company
  • KYC Documentation
  • Updating MIS and sending them to Client
  • Acquire more active requirements from existing client.

Education

Post Graduation, 1st class - Masters of Management Studies (MMS)

Atharva Institute of Management Studies

Graduation - Bachelor of Management Studies (BMS)

University Of Mumbai

Higher Secondary School Certificate - undefined

Sathaye College of commerce Vile Parle (East)

Secondary School Certificate - undefined

GBM School Andheri (East)

Skills

Financial Modeling

Internship

HDFC BANK, May - July 2014, Financial Inclusion in India, Study the financial activities held in the HDFC BANK, To explore the need and significance of financial inclusion for economic and social development of society, To Understand the scope and coverage of financial inclusion in India, To Analyze the current status of financial inclusion in Indian economy.

Extracurricular Activities

Certificate on workshop of Personality development from Atharva Institute of Management Studies, Mumbai Certificate on workshop of Money Life Foundation Knowledge Center Actively participated in Finance Seminar on Indian Economy Growth.

Projects

Impact on Internet on Service Quality in Banking Sector

Disclaimer

I, Swati Ram Uttare do solemnly declare that the information furnished above is true and best of my knowledge and belief.

Timeline

Financial Analyst

JPMorgan Chase Bank

Junior Officer

Bajaj Allianz Life Insurance Company

Post Graduation, 1st class - Masters of Management Studies (MMS)

Atharva Institute of Management Studies

Graduation - Bachelor of Management Studies (BMS)

University Of Mumbai

Higher Secondary School Certificate - undefined

Sathaye College of commerce Vile Parle (East)

Secondary School Certificate - undefined

GBM School Andheri (East)

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Swati UttareFinancial Analyst