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Summary

  • Accomplished Senior Financial Analyst with  experience in investment performance evaluation, measurement, reporting and attribution. 
  • Part of an internal development committee with responsibility of leading operations team to meet client and management goals.  
  • Led RFP, development and production phases of new clients and expansion of existing clients.
  • Efficiently working in self-managed projects as well as being part of a development team.

Professional Experience

Dec 2016Present

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.
Dec 2013Dec 2016

Financial Analyst, Wealth Management Solutions

RAGE Frameworks India Pvt.Ltd, Pune.
  • Prepared return calculations, risk analytics, attribution and peer group for over 100 composites and 300 funds on a monthly basis.
  • Analyzed and evaluated performance results against benchmarks; reviewed dispersion and monitored performance trends.
  • Performed asset allocation studies to examine specific exposure by asset class and/or geographic location of Investment Portfolios.
  • Proactively identified product related issues and coordinated with application development (technical) teams to ensure defect closure.
  • Gathered and loaded market index data from various internal and external sources.
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