UDAY ZAWAR

• Developed effective client communication skills to clearly explain investment concepts and capital growth across financial instruments.
• Analyzed and managed fund allocations in securities and investment vehicles during high-risk, volatile market conditions.
• Provided independent financial analysis and accounting support to enable informed investment decisions.
• Managed costing, accounting records, and financial operations using Tally ERP, ensuring accuracy and compliance.
• Handled self-business financials-like daily transactions, data entries, tax, GST, budgeting, and financial statement preparation and analysis.
• Improved portfolio investment returns through market trend analysis, and timely strategic trade execution.
• Monitored global economic indicators and macroeconomic events impacting domestic and international markets.

• Assist senior financial analysts in analyzing financial statements, market data, and investment performance.
• Collect, organize, and interpret financial data to support budgeting, forecasting, and variance analysis.
• Support portfolio analysis by tracking securities, funds, and asset allocations.
• Monitor market trends, economic indicators, and industry developments affecting financial performance.

Key Achievements:-

• Supported senior analysts in financial statement analysis and investment performance analysis.
• Enabled budgeting, forecasting, and variance analysis through accurate data collection and interpretation.
• Improved portfolio monitoring by tracking securities, funds, and asset allocations.
• Provided timely insights by monitoring market trends, economic indicators, and industry developments.