MBA graduate with a proven track record in Capital Markets, Portfolio management, operations, Business Analysis and Client Services. Willing to self-educate and has ability to ramp up fast on new
domain and technology.
Data and trend Analysis
Business requirement Analysis
Depository operation management
End user SAP FI
Proficiency in MS Word, MS Excel, Windows, MS PowerPoint, MS Access, SQL
10/2010 to 05/2013
Business AnalystCapital Markets Lending Solutions Provider
Assisted in the facilitation of user/process discussions.
Gathered, analyzed, validated, managed and documented the stated Requirements.
Interacted with users for verifying requirements, managing change control process, updating existing documentation.
Acted as a client liaison to review priorities and manage the overall client queue.
Provided consultation services to clients, technicians and internal departments on basic to intricate functions of the applications.
Identified business directions & objectives that may influence the required data and application architectures.
Conceptualized and documented multiple design solutions to meet a requirement, with the ability to describe the impacts of each solution on the end-user Designed changes and enhancements to company's products to meet client business-models.
Defined, prioritized business requirements, Determine which business subject areas provide the most needed information; prioritize and sequence implementation projects accordingly.
Participated in design review meetings (Scrum and Sprint meeting).
Perform Data Validation, Data Integration and Backend/DB testing using SQL Queries manually.
Provided functional end user testing of systems.
Assisted clients with problem identification and resolution.
Assisted with end-user training.
09/2005 to 08/2009
Business and Investment analystKARVY Stock Broking Limited – Bangalore, India
Participated in the origination and execution of equity and debt transactions, actively interacted with Investment Analysts and trading desks to recommend worthy stocks that give maximum returns at minimum trading costs.
Managed the investment process from proposal stage to full execution.
Assisted in data analysis of individual stock's performance in order to make trend analysis and to make critical investment decisions.
Performance reporting and tracking process to ensure data integrity, consistency and accuracy.
Performed Functional testing on trading recommendations received by research analyst's desk.
Executing trading recommendations on off-line trading terminal to check the efficiency of the trading recommendations and rising query in necessary situations.
Gathered, analyzed and interpreted complicated numerical information about specific companies to determine how the company's shares are positioned to deliver for investors.
Assessing and predicting financial risks and returns Translated business requirements to technical requirements Worked closely with solution designer and architects to ensure business requirements are clear.
Manually tested the GUI and Dashboard Software system during pre-Implementation Phase.
Created Test input requirements and prepared the test data for data driven testing.
Experience with writing and executing end user test cases.
Delivered Functional and User Acceptance Testing.
Managed Balance books and maintained a record of the day's transactions, Assisted with the accounting and financial reporting processes in compliance with Company policies.
Managed accounting operations, account reporting and reconciliations.
Supported traders with various types of assistance
10/2004 to 03/2005
Data OrganizationSBI Mutual Fund – Bangalore, India
Assisting with the accounting and financial reporting processes.
Preparing legal documents and prospectuses Managing Balance books and maintained records of the day's transactions Classifying, recording and summarizing numerical and financial data to compile and keep financial records.
Strong attention to detail, management of deadlines, and accuracy of processing data while working in a fast-paced environment.
Data Verification Ensuring that transactions are cleared and settled correctly Managing day-to-day banking processes Checking daily transaction reports Checking figures, postings and documents for correct entry, mathematical accuracy and proper coding.
Business Requirement Analysis Testing the trading recommendations from research team in different market scenarios using company's internal test trading terminal.
GUI and Dashboard testing in software implementation phase.
Translating Business Requirements to Technical Requirements.
Writing and executing test cases.
Able to test business applications from a business perspective to ensure that all client requirements are incorporated into the design.
During the internship, I was exposed to a broad array of research and investment banking products, had access to shadow senior investment analysts and fund managers in a fast paced environment that emphasized teamwork, multitasking and working analytically in problem solving environment.
I also got trained about the function of Indian Equity markets and investment options.
Conducted a detailed study and research on the topic "Performance evaluation of top equity schemes in Indian Mutual Fund industry".
The research project was undertaken to determine the risk and return profile of the various equity schemes in India.
Objectives of the study are as listed belo To have an overview of Mutual Fund industry in India.
To focus and analyze equity schemes.
To rank the equity schemes of the top performing AMCs.
To understand relation between different performance measures.
Master of Business Administration: Finance and Information Systems Bangalore University - Finance and Information Systems
Bachelor of Science: Mathematics, Statistics and Computer Science Bangalore University - Mathematics, Statistics and Computer Science
Diploma: Rao Institute of Accounts and Taxation -
SAP FI 2011:
Client Interface Providing investment advice, investment tactics and recommendations for investors.
Monitoring the performance of portfolios and investments, Managing accounts payable/receivable, and financial reporting for multiple clients.
Participating in all stages of transaction executions, from the pitch phase through to closing Operating computers programmed with proprietary accounting software to record, store, and analyze information.
Communicate status, issues, risks and recommendations on a timely basis.
DOS Online Services
Work Authorization : Valid Green Card
Languages Known : English, Kannada and Hindi