Vaishnavi Waghmoe

Possess knowledge about Bloomberg and screen.

Dec 2023 - Present.

Responsible for pricing queries raised by clients via email and client enquiry system. Update TB Codes correctly, grab from SIX.

Update and review futures and loans, correctly coded.

Amended and confirmed prices on PQD.

Applications Used: CMS, Bloomberg, NEXEN,

• Organized onboarding activities for new hires including orientations, paperwork, and introductions.
• Reviewed resumes and applications submitted by potential candidates for open positions.
• Prepared or maintained employment records using human resources management system software.
• Hired employees and processed hiring-related paperwork.

• Prepared detailed reports on financial status of clients' investments.
• Conducted research into industry-specific market conditions and competitor analysis.
• Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
• Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed.
• Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
• Analyzed financial data to identify trends, patterns and strategies.
• Participated in quarterly earnings calls and prepared materials for investor relations.
• Utilized financial analysis to prepare plans of action for investment.
• Presented plans to client with smooth and professional presentations to enhance buy-in chance and promote collaboration.
• Created detailed technical reports highlighting findings to diverse stakeholders.