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Summary

  • 4+ years working as a Financial Analyst with hands-on expertise in investment banking operations, primarily in Interest Rate Swaps, Equity Derivatives and FX products.
  • Managing and handling a team, independently and prudently
  • In depth knowledge in Financial Markets - Derivative Dealer Module
  • Proficient in using MS Office applications

Work History

Senior Financial Analyst (Team Leader)

eClerx Services Ltd.

Process: Doc Risk Review Interest Rates Swaps (IRS)

Duties:

  • Managing and Reconciliations of IRS Trades with the systems on a daily basis. Also, researching and identifying the causes of breaks on the trades.
  • The Breaks in the trades are escalated to the client, on which client provide the resolutions which involves certain amendments either on the confirmation or the system.
  • Managing training activities for new joiners'. Effective communication on all work undertaken within the team, addressing concerns & supporting information at all levels.
  • Preparation of business reports like Daily, Weekly & Monthly Business review which contains the metrices, achievements, challenges, initiatives and resource utilization.
  • Maintaining ad-hoc reports further customized as per client requirements.

Process: Equity Trade Capture Review (Equity TCR)

Duties:

  • Managing and Reconciling the Equity Trades like Accumulator, Reverse Accumulator, Barrier Option etc. on a daily basis.
  • Identifying the doable CUSIPs available on SharePoint (Common location between eClerx and Client), allocating the same among team members and reconciling the same at Audit level.
  • Escalating highlighted breaks to client which is sent in EoD Status report for which client provide resolutions.
  • Preparation of Daily, Weekly and Monthly reports which includes details of Escalated, De-escalated and Clean Trades along with the calculation of resource utilization
  • Handling client calls wherein various concerns, issues and suggestions are discussed

Process: FX Trade Capture Review (FX TCR)

Duties:

  • Reconciling various FX products like Multi-Barrier Binary, Multi Barrier, Mixed Barrier etc. on a daily basis
  • Discrepancies or Queries (if any) observed on the trades is escalated to the Client in a Daily status report on which client provide the resolutions
  • Preparation of Daily, Weekly and Monthly MIS report which includes details of trade's status

Education

2011

B.Com (Financial Markets)

V.E.S. College of Arts, Science and Commerce - Mumbai University

Passed with First Class

2008

H.S.C.

Maharashtra State Board

Passed with First Class

2006

S.S.C.

Jhulelal Trust School - Maharashtra State Board

Passed with Pass Class

Skills

Reconciliations

Reconciliations of OTC Derivatives products

Computer Skills

Microsoft Office Package (Word, Excel, Power Point)

Finance Skills

Derivatives Dealers Module, Options, Futures, Forwards & Swaps

Achievements

  • Have been elevated from Junior Analyst to Analyst and from Analyst to Senior Analyst within a span of 3 years giving my career a fast track growth
  • Have been a recipient of Star Performance Award owing to my exceptional performance
  • Have won accolades from client as well as employer for submitting an idea in IRS process
  • Have led a migration process for the key client and got the process rolling at the company
  • Have been a recipient of numerous spot awards for several time during my tenure in company

Personal Section

  • Date of Birth: 9th April, 1991
  • Marital Status: Single
  • Interests: Music, Travelling, Cricket
  • Languages Known: English, Hindi, Marathi and Sindhi