Vinay Shirke
Corporate Action Analyst
Mumbai
Summary
With 3 years of experience in the finance industry and the KPO sector, I am eager to advance my career in Investment Banking Operations. I possess a solid understanding of both voluntary and mandatory corporate actions, as well as expertise in reference data management. My background equips me with the skills necessary to contribute effectively to a dynamic team and navigate the complexities of investment banking processes. I am committed to leveraging my knowledge and experience to drive results in this fast-paced environment.
Overview
1824
1824
years of professional experience
6
6
years of post-secondary education
Work History
Corporate Actions Associate 2
State Street Services PVT. LTD.
Mumbai
04.202 - Current
- Responsible for carrying out timely & accurate interpretation and processing of high risk and complex events of voluntary and mandatory corporate actions for EMEA, UK, Canadian, US and APAC market. This includes, tenders,offers, warrants exercise, spinoffs and Right distributions, name changes, bankruptcies, Partial call exercise, stock splits, stock dividends, stock spin-off’s, discloser, conversions, mergers, redemptions, dividend Reinvestment, dividend with option and CERT.
- Process SWIFT messages (MT564, MT568 & MT566) instructions for our agent banks to pass onto the company that manages the corporate action event market worldwide.
- Worked on data vendors like RNS, IDC, DTCC and CDS.
- Works effectively as a team member but also independently.
- Perform custom work for complex events; look for ways to standardize when possible.
Tax Associate
DATAMATICS GLOBAL SERVICES LIMITED
Mumbai
12.2021 - 04.2022
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
Education
Certifications - Investment Banking And Finacial Analytics
01.2025 - Current
- Currently Pursuing
Corporate Finance And Management Accounting - Certifications
07.2022 - 03.2023
Bachelor Of Commerce - Bachelor Of Commerce
06.2017 - 05.2020
- Graduation with First Class.
Higher Secondary Certificate - Commerce
06.2015 - 04.2017
Secondary School Certificate -
06.2014 - 04.2015
Skills
Friendly, positive attitude
Teamwork and collaboration
Corporate actions
Bloomberg Terminal
Ability to grasp detailed concepts quickly
DTCC
CDS
IDC
Accomplishments
- In 2024, I was honored with the Bravo Award 12 times for my exceptional contributions and outstanding performance. Furthermore, I achieved a significant milestone by surpassing silos targets in July 2024, which truly showcased my determination to succeed and deliver impactful results.
- Titan of the month award for displaying outstanding performance for continuously 3 months with zero error.
- Collaborated with team of EMEA Market in the development of Voluntary Corporate Actions.
Timeline
Boston Institute Of Analytics - Certifications , Investment Banking And Finacial Analytics
01.2025 - Current
NIIT Institute - Corporate Finance And Management Accounting, Certifications
07.2022 - 03.2023
Tax Associate - DATAMATICS GLOBAL SERVICES LIMITED
12.2021 - 04.2022
Gurukul College Of Commerce - Bachelor Of Commerce, Bachelor Of Commerce
06.2017 - 05.2020
S. S. S. Technical High School & Jr. Co - Higher Secondary Certificate, Commerce
06.2015 - 04.2017
Vanita Vikas Vidyalaya - Secondary School Certificate,
06.2014 - 04.2015
Corporate Actions Associate 2 - State Street Services PVT. LTD.
04.202 - Current