Kritika Porwal profile photo 1 on Tal

Kritika Porwal

Analyst at Goldman Sachs (Apexon)| Ex- MSCI| Finance

Mumbai

3+ years of work experience

Goldman Sachs
May 20251 yr 7 mosPresent

Bengaluru

Working with Goldman Sachs. - Performed daily trade and position reconciliation across asset classes (equities, fixed income, FX, derivatives, and commodities), ensuring accuracy between front, middle, and back-office systems. - Investigated and resolved breaks in trade economics, positions, and cash flows by liaising with traders, brokers, custodians, and internal control teams, minimizing settlement risk and financial exposure. - Supported the full trade lifecycle from trade capture and allocation to settlement and confirmation while maintaining compliance with operational controls and audit requirements. - Utilized advanced Excel skills (VLOOKUP, pivot tables, formulas) to analyse reconciliation data and identify trends or systemic issues. - Prepared and maintained reconciliation reports and metrics for daily operational reviews and stakeholder reporting. - Worked with internal control teams to identify process improvements, reduce breaks, and standardize reconciliation workflows. - Drove continuous process improvement initiatives by collaborating across teams to design automation workflows, strengthen control frameworks, and standardize reconciliation pipelines.
MSCI Inc.
Aug 202410 mosMay 2025

Mumbai

Performed securities research across global equity markets. Analysed corporate actions, shareholder structures and market disclosures. Reviewed SEC filings including 10-K, 10-Q, 8-K, DEF 14A, Forms 3, 4 and 13D/G. Conducted free-float and shares outstanding analysis supporting index methodologies. Interpreted financial disclosures and validated market data using FactSet and Reuters. Supported data quality assurance initiatives and workflow enhancement projects including Project NUAM. Collaborated with global stakeholders to ensure accurate data validation and timely reporting.
Aug 20231 yrJul 2024

Mumbai, Maharashtra, India

Depository Participants Concurrent Audit and Internal Audit at Standard Chartered Bank. Concurrent Audit at Industrial and Commercial Bank of China.
Imarticus Learning
20231 yr2024

Comprehensive understanding of global financial markets, including Capital Markets, Money Markets, Foreign Exchange Markets, Fixed Income Markets, and Listed & OTC Derivatives. Knowledge of financial instruments across asset classes, including Equities, Fixed Income Securities (Bonds), Futures, Options, Forwards, Swaps, and other derivative products. Understanding of key market participants and financial market infrastructure, including Investment Banks, Brokers, Exchanges, Clearing Houses, Depositories, Custodians, Asset Managers, and Institutional Investors. Knowledge of the end-to-end Trade Lifecycle, covering trade execution, confirmation, clearing, settlement, custody, and post-trade operations. Exposure to Securities Operations functions, including Reconciliations, Corporate Actions, Collateral Management, Margin Management, Cash & Position Management, and Operational Controls. Understanding of Counterparty Risk, Risk Management principles, ISDA documentation, and control frameworks supporting global markets businesses. Knowledge of AML, KYC, Client Due Diligence (CDD), regulatory reporting, data governance, and compliance requirements within financial services organizations.

Kritika’s AI Stack

claude
claude
gemini
gemini
ChatGPT
ChatGPT
Microsoft Copilot
Microsoft Copilot

Education

K.P.B Hinduja College of Commerce

Bachelor's Degree, Business/Commerce, General

K.P.B Hinduja College of Commerce

20232023
Don Bosco

High School Diploma

Don Bosco

20202020

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Headline

Analyst at Goldman Sachs (Apexon)| Ex- MSCI| Finance

About

Learned about the Financial System. Gained knowledge about the Financial Market, i.e., Capital Market, Money Market, Foreign Exchange, Derivative Market (Listed & OTC). Gained knowledge about Financial Market Instruments i.e., Equity, Bonds, Future & Option derivative, Forward & Swaps, Spot & NDF Trades, SBL & REPO. Gained knowledge about Financial Participants i.e., Broker, Stock Exchange, Clearing House, Depository, Custodian, RTA, Investment Bank. Gained knowledge about Financial Operations i.e. Trade Life cycle (Listed & OTC), Corporate Action, NAV Calculation, ISDA & Collateral Management, RDM, Reconciliation, Fund Administration, Fund Accounting, AML & KYC and Risk Management

Location

Mumbai

AI stack

claude

gemini

ChatGPT

Microsoft Copilot

Work experience

Analyst II - Apexon at Goldman Sachs, May 2025 - Present · 1 yr 7 mos, Bengaluru, Working with Goldman Sachs. - Performed daily trade and position reconciliation across asset classes (equities, fixed income, FX, derivatives, and commodities), ensuring accuracy between front, middle, and back-office systems. - Investigated and resolved breaks in trade economics, positions, and cash flows by liaising with traders, brokers, custodians, and internal control teams, minimizing settlement risk and financial exposure. - Supported the full trade lifecycle from trade capture and allocation to settlement and confirmation while maintaining compliance with operational controls and audit requirements. - Utilized advanced Excel skills (VLOOKUP, pivot tables, formulas) to analyse reconciliation data and identify trends or systemic issues. - Prepared and maintained reconciliation reports and metrics for daily operational reviews and stakeholder reporting. - Worked with internal control teams to identify process improvements, reduce breaks, and standardize reconciliation workflows. - Drove continuous process improvement initiatives by collaborating across teams to design automation workflows, strengthen control frameworks, and standardize reconciliation pipelines.

Equity Data Management Analyst at MSCI Inc., Aug 2024 - May 2025 · 10 mos, Mumbai, Performed securities research across global equity markets. Analysed corporate actions, shareholder structures and market disclosures. Reviewed SEC filings including 10-K, 10-Q, 8-K, DEF 14A, Forms 3, 4 and 13D/G. Conducted free-float and shares outstanding analysis supporting index methodologies. Interpreted financial disclosures and validated market data using FactSet and Reuters. Supported data quality assurance initiatives and workflow enhancement projects including Project NUAM. Collaborated with global stakeholders to ensure accurate data validation and timely reporting.

Junior Audit Assistant at Devdhar Srinivasan and Flora, Aug 2023 - Jul 2024 · 1 yr, Mumbai, Maharashtra, India, Depository Participants Concurrent Audit and Internal Audit at Standard Chartered Bank. Concurrent Audit at Industrial and Commercial Bank of China.

Investment Banking Specialist at Imarticus Learning, 2023 - 2024 · 1 yr, Comprehensive understanding of global financial markets, including Capital Markets, Money Markets, Foreign Exchange Markets, Fixed Income Markets, and Listed & OTC Derivatives. Knowledge of financial instruments across asset classes, including Equities, Fixed Income Securities (Bonds), Futures, Options, Forwards, Swaps, and other derivative products. Understanding of key market participants and financial market infrastructure, including Investment Banks, Brokers, Exchanges, Clearing Houses, Depositories, Custodians, Asset Managers, and Institutional Investors. Knowledge of the end-to-end Trade Lifecycle, covering trade execution, confirmation, clearing, settlement, custody, and post-trade operations. Exposure to Securities Operations functions, including Reconciliations, Corporate Actions, Collateral Management, Margin Management, Cash & Position Management, and Operational Controls. Understanding of Counterparty Risk, Risk Management principles, ISDA documentation, and control frameworks supporting global markets businesses. Knowledge of AML, KYC, Client Due Diligence (CDD), regulatory reporting, data governance, and compliance requirements within financial services organizations.

Education

Bachelor's Degree, Business/Commerce, General, K.P.B Hinduja College of Commerce

High School Diploma, Don Bosco