Tushar Nagtilak
Pune
Summary
Detail-oriented Finance and Business Analytics postgraduate with experience in equity research and asset management operations. Expertise in pricing equities, fixed income, mutual funds, and derivatives, ensuring data accuracy through comprehensive validation. Proficient in corporate actions processing, security setup coordination, and pricing automation support, with a focus on enhancing operational efficiency and facilitating informed financial decisions.
Overview
5
5
years of professional experience
3
3
Certifications
Work History
Associate 2
State Street
Pune
01.2025 - Current
- Priced equities, fixed income, mutual funds, and derivatives according to the Price Source Agreement.
- Data Validation: Ensuring pricing accuracy from sources like Bloomberg, Reuters, ICE Data, Markit, JPM, and broker quotes.
- Security Setup: Coordinating with Ref Data/Corporate Action teams for market consistency.
- Corporate Actions: Managed execution of corporate actions including right distribution, stock splits, bonuses, dividends, spin-offs, mergers, call exercises, and exchange offers to ensure accurate processing.
- Automation Support: Working with GPS and TPG teams on security automation in EPW.
- Exception Management: Cleared pricing exceptions in EPW before cut-off to maintain data integrity and ensure compliance with deadlines.
- Review & Analysis: Reviewed new buys and analyzed market movements to identify trends, communicating key developments to stakeholders for informed decision-making.
- Deadline Management: Multi-tasking to meet daily pricing deadlines.
- Vendor Knowledge: Gained knowledge about various vendors like ICE DATA, Reuters, Bloomberg, Markit, JPM.
Equity Research Intern
Money Minded Wealth Management
pune
05.2023 - 08.2023
- Assisted senior analysts with market research and stock analysis, enhancing investment strategies.
- Collaborated with trading team on stock transactions and portfolio management, analyzing financial statements to assess company performance and value.
- Developed presentations for high-net-worth clients, effectively conveying investment opportunities.
Junior Account Executive
Patron Accounting LLP Chartered Accountancy Firm
pune
06.2021 - 07.2022
- Developed and delivered weekly reports for clients, highlighting analytical insights and effective communication.
- Maintained accurate financial records for diverse clients, ensuring compliance and reliability.
- Executed bank statement reconciliations while managing comprehensive records in Excel.
Education
MBA - Finance And Business Analytics
MIT-WPU
Pune06-2024
Bachelor of Commerce - Marketing
Symbiosis College of Arts And Commerce
Pune05-2021
Skills
- Reporting accuracy
- Deadline management
- Work planning
- Task prioritization
- Multiple priorities management
- Problem solving
- Decision-making
- Team collaboration
- Leadership qualities
- Attention to detail
Languages
English
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2
Marathi
Advanced (C1)
C1
Certification
Certified Investment Banking Operational Programme.
Affiliations
Bike riding, Book reading,
Trekking.
Trekking.
Timeline
Associate 2
State Street
01.2025 - Current
Equity Research Intern
Money Minded Wealth Management
05.2023 - 08.2023
Junior Account Executive
Patron Accounting LLP Chartered Accountancy Firm
06.2021 - 07.2022
MBA - Finance And Business Analytics
MIT-WPU
Bachelor of Commerce - Marketing
Symbiosis College of Arts And Commerce