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).