Download PDF

Summary

Accomplished financial analyst with over two years of experience in investment performance evaluation, measurement, attribution and reporting techniques. Consummate professional with excellent ability to handle
multiple tasks under high pressure and tight deadlines. Reliable, dependable, detailed oriented, good communication (written and verbal) and analytical thinking. Equally effective working in self-managed projects as well as part of a development team.

Professional Experience

Dec 2013Present

Financial Analyst, Wealth Management Solutions

RAGE Frameworks Inc./CreditPointe Services Pvt.Ltd, Pune.
  • Providing support/expertise to the operations team by means of training the team members on new functions/applications being deployed in production environment.
  • Handling and working on various POC demos for Business Development.
  • Researching & providing data for creation of complex prototype screen designs and reports, and assisting sales and marketing requests by providing valuable inputs to the RFI and RFP documents related to performance measurement, attribution, risk analytics and composite construction.
  • Managing a schedule of deliverables pertaining to all the product level requirements to meet both internal and external deadlines.
  • Preparing functional specification document for delivering business requirements and working directly with the application development (technical) teams to deliver new value added analytics to the organization.
  • Generating and analyzing daily, monthly and quarterly Institutional client performance reports as well as custom reports to satisfy client requests.
  • Proactively identifying product related defects/issues and coordinating with the operations and application development (technical) teams to ensure defect closure.
  • Ensuring accurate validation of  monthly, quarterly and multi-period equity attribution analysis
  • Monitoring and testing on implemented business/product requirements in UAT environment.
  • Performing continuous cross checking, validations, and application functionality checks  as well as root cause analysis(RCA) when outputs aren't  yielding anticipated results.
  • Instrumental in creation of multi-step investment manager search prototype which includes quantitative screening (alpha, tracking error) and qualitative screening (people, process, philosophy).
Nov 2012Feb 2013

Junior Equity Research Analyst

Wallfort Financial Services Ltd, Pune
  • Analyzing company's past and present financial statements.
  • Performing ratio analysis and financial modelling.
  • Projecting free cash flows, earnings and ratios to build Discounted Cash Flow (DCF) and relative valuations models.

Education

May 2010

Bachelor's of Engineering (B.E) Computer

PVG's COET, Pune University