Senior Financial Analyst, Wealth Management Solutions
RAGE Frameworks India Pvt.Ltd, Pune.
- Responsible for building complex prototype screen designs, reports and POCs for senior management to present to new clients.
- Acted as the subject matter expert on projects like Investment Policy Statement(IPS) construction, Active Advising and Manager Selection.
- Provided strategic data points and expertise for completing sales and marketing requests like RFI and RFP.
- Directly reporting to the Head of the Department (Director) for strategic planning, execution and operational matters.
- Managing a schedule of deliverables pertaining to all the product level requirements to meet both internal and external timelines.
- Directed and implemented procedures to improve the time delivery of critical/at-risk client reports by over 30%.
- Provided expertise to the operations team on new functions being deployed in production environment.