VAIBHAV CHITALE
Bangalore
Summary
Senior Financial Analyst with 11 years of experience in proposal writing and financial data management. Skilled in leading and training teams for successful project implementation and customer satisfaction. Proficient in liaising and coordinating with various teams and stakeholders across America, EMEA and APAC regions. Hands-on Experienced in end-to-end pre-sales process and providing tailored responses. MBA in Finance from VTU University.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Content Analyst
Refinitiv, LSEG Group
07.2019 - 01.2023
- Accounted for planning and executing data enhancements and quality improvement projects
- Implemented projects to enhance data maintenance, resulting in a weekly reduction of up to 2 hours of manual work
- Ensured proper documentation and maintenance of MOW's (Methods of Work) and workflows
- Identified opportunities for inefficiencies and streamlined existing processes to improve efficiency
- Managed escalations and email communications effectively
- Managing the KPI's & KRI's of the business & establishing standards in alignment with business
- Projects:
- London Stock Exchange-Data Enhancement:
- Collaborated with product development team to effectively modernize and update promotions.
- Project related follow up and next steps were timely updated in JIRA and updated on call
- Conducted research, gathered information from multiple sources
- Identified and raised defects, discussed issues during daily testing call
- Performed data validations in test environments and provided approval to proceed
- Dubai Stock Exchange-Data Enhancement:
- Single handedly worked on data enhancement work for the Dubai Stock exchange data
- Assisted developers and Business Analyst in understanding the data requirements and provided guidance for writing code as per the specified needs
- Gathered information from multiple sources and advocated data improvement areas
- Studied demographic data to determine optimal targets, competitor offerings and tactics for persuasion.
Delivery Lead
Moody, Analytics Knowledge
05.2016 - 06.2019
- Services
- Created and sustained Request for Proposal (RFP), Request for Information (RFI), and due diligence questionnaires (DDQ) documents for Fund Management proposals
- Responded to queries from consultants and potential investors, addressing topics such as investment process, philosophy, ESG integration, risk management, and portfolio management
- Updated and uploaded final documents on Qvidian and Pmaps platforms for future reference
- Performed data uploads on various investment consultant databases, including eVestment, Mercer GIMD, Callan, Cambridge etc
- Established training modules and plans for new joiners, mentoring and guiding them to ensure successful completion of assigned duties
- Identified gaps and areas for improvement, implementing strategies to enhance processes and outcomes
- Contributed to people-related initiatives, including recruiting and training professionals, and assisting managers in conducting first-level interviews for new candidates
- Built strong relationships with customers through a positive attitude and attentive response, ensuring customer satisfaction
- Independently managed senior external and internal stakeholders, preparing and presenting detailed reports to management on a quarterly basis
Executive
HSBC
07.2015 - 05.2016
- Audited trades conducted by internal employees to ensure compliance and to prevent any substantial benefit before clients, checking for activities such as front running, dumping, and pumping
- Reviewed around 100 trades on a daily basis, utilized applications like Bloomberg, Fidessa (trade execution, order management & report database) to analyze trade delinquency performed via inappropriate channels or in-appropriate techniques
- Generated weekly reports and statistics on compliance-related concerns, provided updates to upper management and the onshore team
- Interfaced with the onshore team to discuss complex issues and formulate reports on a weekly basis
- Ensured accurate and timely adherence to regulatory requirements assisted in creating procedures to ensure compliance with customs laws
- Implemented company policies, technical procedures and standards for preserving integrity and security of data, reports and access.
Content Analyst
Thomson Reuters
01.2012 - 06.2015
- Maintained and delivered real-time stock data, including stock price, last price, and volume-related data, to institutional clients for their analysis
- Managed corporate actions for various listed stocks, such as stock splits, dividend issuances, and bonus share distributions without any error
- Planned and organized training sessions for new hires
- Responded to customer queries about product, data to increase customer satisfaction
- Fostered relationship with customers to expand customer base and enhance loyalty and retention
- Strengthened content through proofreading and editing.
- Delegated and tracked each staff member's assignments and deadlines.
Education
Master of Business Administration - Finance
S.J.B. Institute of Technology (Tier
2011
Bachelor of Engineering - Biotechnology
Sir M.V Institute of Technology
2008
Skills
- Stake Holder Management
- Reporting & Documentation
- Analytical & Problem Solving
- Tailored responses for RFP,RFI & DDQ
- Team Leadership, Coaching & Mentoring
- Qvidian, PMAPS
- Portfolio management
- Quality Assurance
- Project Management
- Content Optimization
Accomplishments
- Implemented a data enhancement project that streamlined processes, reduced manual work, and saved time
- Awarded cash prize for exceptional performance in 2019 and 2020
- Promoted to the role of delivery lead in 2018 based on demonstrated excellence in presales performance
- Received the Most Valuable Player award for independently managing a project, meeting all deadlines, and ensuring successful completion
- Recognized by Thomson Reuters with an award for achieving error-free production
- Received corporate rewards three times from Thomson Reuters for achieving zero errors and timely addressing service requests
- Earned a Certificate of Excellence in Q1 2013 for consistently accomplishing daily production and maintaining accurate documentation.
Certification
Java Certification, 2009.
NCFM Capital Market-2011.
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Marathi
Intermediate (B1)
Timeline
Senior Content Analyst
Refinitiv, LSEG Group
07.2019 - 01.2023
Delivery Lead
Moody, Analytics Knowledge
05.2016 - 06.2019
Executive
HSBC
07.2015 - 05.2016
Content Analyst
Thomson Reuters
01.2012 - 06.2015
Master of Business Administration - Finance
S.J.B. Institute of Technology (Tier
Bachelor of Engineering - Biotechnology
Sir M.V Institute of Technology
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