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Jayesh Bhogulkar

Analyst in Finance Operations Team (Abrdn Standard Investment)

Navi Mumbai

2+ years of work experience

Atos
Jun 20251 yr 1 moPresent

Navi Mumbai, Maharashtra, India

Atos
Jun 20242 yrs 1 moPresent

- Actively handle requests and communications from HNI clients. - Make performance reports on a proactive basis and disseminate them. - Create and distribute thorough manual reports. - Effectively do ad hoc jobs in order to fulfill deadlines. - Offer data solutions based on the requirements of the client. - Reconciliation Corporate Initiative and Quality Assurance
Mar 20234 mosJun 2023

Ashirwad Kala Kendra
Jun 20224 mosSep 2022

India

Education

Mulund college of commerce

Bachelor of Business Administration - BBA, Business Administration and Management, General

Mulund college of commerce

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Headline

Analyst in Finance Operations Team (Abrdn Standard Investment)

About

I am currently working at Abrdn Asset Management, a well-known client in the UK, as an Officer and Global Reporting Analyst with operations experience. My duties mostly involve the careful processing and verification of various securities data, such as derivatives, fixed income securities, and stocks. I'm dedicated to fulfilling strict deadlines and following service level agreements (SLAs & TATs) unique to each asset class ✅ Key components of my work include minimizing errors, communicating effectively, and guaranteeing optimal output and quality🎓 These are essential to the overall success of the business and building solid client connections🌎🤝 Reports are currently being worked on: Factsheet reports and other reports from the Americas, Asia, and Europe regions. creation of confidential reports that call for compliance measures. For APAC clients, I am working on critical, sensitive APAC reports while meeting deadlines with precision and punctuality⌛ Daily to occasional collaborations and healthy client interactions. Continuous follow-up and cooperation with data vendors and stakeholders to guarantee on-time delivery. Always willing to learn and develop📚 Performed cash, position, and mutual fund reconciliations for multiple clients, ensuring data accuracy, regulatory compliance, and effective risk mitigation across diverse asset classes. Analyzed daily, weekly, and monthly portfolio data to resolve reconciliation breaks, utilized Fundlinx, Advantage, and Global Plus for automated reporting, and collaborated with cross-functional teams to deliver timely, high-quality reconciled reports During my leisure time, I have consistently favored acquiring knowledge that could be beneficial in the future, and I enjoy traveling, having explored numerous forts in Maharashtra🛕🌄

Location

Navi Mumbai

Work experience

Associate Reporting Analyst at Atos, Jun 2025 - Present · 1 yr 1 mo, Navi Mumbai, Maharashtra, India

Officer Reporting analyst at Atos, Jun 2024 - Present · 2 yrs 1 mo, - Actively handle requests and communications from HNI clients. - Make performance reports on a proactive basis and disseminate them. - Create and distribute thorough manual reports. - Effectively do ad hoc jobs in order to fulfill deadlines. - Offer data solutions based on the requirements of the client. - Reconciliation Corporate Initiative and Quality Assurance

Finance Executive at Amazeng Nautical Association, Mar 2023 - Jun 2023 · 4 mos

Social Media Marketing And Sales Intern at Ashirwad Kala Kendra at Ashirwad Kala Kendra, Jun 2022 - Sep 2022 · 4 mos, India

Education

Bachelor of Business Administration - BBA, Business Administration and Management, General, Mulund college of commerce

Jayesh Bhogulkar - Associate Reporting Analyst in Navi Mumbai | Tal