VIJAYALAKSHMI S
Chennai
Summary
Dedicated and detail-oriented Investment Banking Associate with 2 years of experience in data management, client onboarding, and fund setup. Adept at managing and analyzing financial data, ensuring data integrity, and supporting investment banking operations. Demonstrated ability to work collaboratively in fast-paced environments and provide excellent client service
Overview
2
2
years of professional experience
Work History
Associate level 1
BNP Paribas
Chennai
09.2022 - Current
- Proficient in managing and analyzing large datasets to support critical investment banking activities using SQL and Tableau for data extraction, visualization, and reporting.
- Ensure data accuracy and integrity through regular audits, validation checks, and process standardization.
- Collaborate with cross-functional teams to optimize data workflows and enhance operational efficiency.
- Develop and maintain comprehensive documentation for data management protocols, ensuring transparency and consistency.
- Assist in the preparation of financial reports, dashboards, regulatory filings, and client presentations using Tableau for clear and impactful insights.
- Implement process improvements, leveraging SQL and Tableau to streamline data management systems and enhance reporting accuracy.
- Facilitate seamless onboarding of new clients, including data collection, verification, and system setup.
- Provide expert guidance to clients, addressing challenges promptly to ensure satisfaction and smooth transitions.
- Support the setup and maintenance of funds and indices, coordinating compliance with regulatory requirements.
- Monitor fund and index data for accuracy, ensuring timely updates and operational continuity.
Education
Master of Business Administration - Finance and Marketing
MEENAKSHI SUNDARAJAN SCHOOL OF MANAGEMENT
Chennai01.2022
Skills
- Data Analysis
- Financial Reporting
- Data Management
- Client Onboarding
- Fund and Index Setup
- Microsoft Excel
- SQL
- Data Auditing
- Process Improvement
- Collaboration and Teamwork
- Tableau
Accomplishments
Contributed significantly to lean project completion by performing tests in lower environments. Facilitated the seamless onboarding of new clients in the production environment. Praised for rapid and efficient handling of critical issues. Received the Stellar Award for Q1 2024 for exemplary performance.
Certificatesachievements
- Certificate in Accounts Assistant Course
- Certificate in Junior and senior level Type Writing
- WallStreetMojo (EDUCBA): Accounting - The Foundation
- WallStreetMojo (EDUCBA): Investment Banking - An Overview
- WallStreetMojo (EDUCBA): Corporate Valuation - Beginner in Microsoft Excel
- NISM Series V-A: Mutual Fund Distributors
Languages
Tamil
First Language
English
Upper Intermediate
B2
Timeline
Associate level 1
BNP Paribas
09.2022 - Current
Master of Business Administration - Finance and Marketing
MEENAKSHI SUNDARAJAN SCHOOL OF MANAGEMENT