Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Veena Gotte

Portfolio Analyst
Bengaluru

Summary

Proven Portfolio Analyst at Shell India Markets Pvt Ltd, adept in strategic roadmap assistance and resource management. Spearheaded process improvements, enhancing operational efficiency and client satisfaction. Skilled in SDWAN services and financial reporting, with a knack for fostering cross-functional team collaboration. Achieved significant cost savings through meticulous spend overview and service data management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

16
16
years of professional experience
3
3
Certifications

Work History

Portfolio Analyst

Shell India Markets Pvt Ltd
09.2020 - Current
  • Facilitated portfolio performance review and implemented new strategies.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Developed and presented proposals for new investments.
  • Continuously improved operational efficiency within firm through participation in internal process improvement initiatives.
  • Increased client satisfaction with timely, accurate, and insightful reporting on portfolio performance.
  • Provided training and mentorship to junior analysts on research methods, analytical tools, and best practices in portfolio management.
  • Assisted Portfolio Managers with due diligence and portfolio maintenance.
  • Streamlined investment process by implementing efficient trading and execution strategies.
  • Supported senior management in making informed decisions through generation of detailed reports and presentations.
  • Created and maintained precise and accurate models, charts and reports.
  • Reviewed and analyzed project spending throughout project life cycle.

PMO Analyst

Shell India Markets Pvt Ltd
02.2016 - 08.2020
  • Managed stakeholder expectations through regular presentations, status reports, and issue resolution discussions during course of projects.
  • Developed comprehensive project plans with clearly defined goals, timelines, and resource requirements.
  • Enhanced overall team productivity by establishing clear expectations, setting priorities, and offering guidance as needed for task completion.
  • Ensured timely completion of projects by monitoring progress, identifying roadblocks, and developing contingency plans.
  • Enhanced project efficiency by implementing PMO processes and best practices.
  • Streamlined communication between cross-functional teams for improved project coordination.
  • Facilitated collaboration among team members through effective communication channels and shared documentation platforms.
  • Increased transparency into project performance by developing custom dashboards for real-time reporting on key metrics.
  • Optimized resource utilization through careful analysis of team capacities and skill sets, assigning tasks accordingly.
  • Promoted continuous process improvements by gathering feedback from stakeholders and incorporating lessons learned into future initiatives.
  • Supported successful project delivery by closely monitoring milestones, adjusting schedules as needed to meet deadlines.
  • Monitored project progress, identified risks and took corrective action as needed.
  • Developed and implemented project plans and budgets to ensure successful execution.

Process Specialist

Infosys BPO
09.2008 - 11.2014
  • Collaborated closely with cross-functional teams, ensuring seamless integration of processes across departments.
  • Conducted regular process reviews, identifying inefficiencies and implementing improvements that led to increased productivity and cost savings.
  • Optimized process efficiency by identifying bottlenecks and implementing improvements in workflows.
  • Served as subject matter expert for process-related inquiries, providing guidance to colleagues when needed.
  • Streamlined communication within team, leading to better project coordination and timely completion of tasks.
  • Managed multiple projects simultaneously under tight deadlines while maintaining strong focus on quality outcomes.
  • Supervised processes to eliminate weak points or bottlenecks in business operations.

Education

Master of Science - Master of Bioinformatics

G.H. Raisoni
Nagpur, India
04.2001 -

Bachelor of Science - Chemistry,Zoology And Botany

Guru Nanak College of Science
Ballarpur, India
04.2001 -

Skills

Portfolio Startegic Roadmap assistance to Portfolio Manager

Managing Services end to end in SNOW tool

Resource management

Cost overview (Spend overview)

Product owner for SDWAN services and financial reporting tool

Communicating with internal teams for maintianing and managing the services data up to date

Certification

ITIL V3

Timeline

Product Owner

07-2023

Portfolio Analyst

Shell India Markets Pvt Ltd
09.2020 - Current

Scrum Master

10-2018

PMO Analyst

Shell India Markets Pvt Ltd
02.2016 - 08.2020

ITIL V3

08-2012

Process Specialist

Infosys BPO
09.2008 - 11.2014

Master of Science - Master of Bioinformatics

G.H. Raisoni
04.2001 -

Bachelor of Science - Chemistry,Zoology And Botany

Guru Nanak College of Science
04.2001 -

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Veena GottePortfolio Analyst