Headline

Investment Operations Analyst | OTC Derivatives Settlements | Hedge Fund Operations | Trade Reconciliation & Break Resolution

About

As a finance professional with a strong academic background and hands-on experience in equity research and financial management, I am passionate about leveraging my skills to drive impactful financial strategies. Currently pursuing a Master of Management Studies in Finance at Thakur Institute of Management Studies and Research, I have developed a solid foundation in financial analysis, investment strategies, and market research. My recent internship at Bharti AXA Insurance Company allowed me to conduct in-depth equity research and engage in live trading, where I applied technical analysis to make informed investment decisions. Additionally, I managed a diverse portfolio of clients at Vikesh Solanki & Associates, where I honed my skills in accounting, taxation, and financial advisory. I am particularly interested in the intersection of finance analysis and Investment Banking. I thrive in collaborative environments and have actively participated in organizing events that foster engagement and learning among peers. As I look forward to advancing my career, I am eager to connect with like-minded professionals who share a commitment to excellence in finance.

Location

India

Work experience

Operational Analyst at Linedata, Dec 2024 - Present · 1 yr 7 mos, Mumbai, • Process OTC equity swap settlements including TRS, dividend, and interest cashflows across multiple counterparties through SWIFT and manual payment workflows. • Reconcile daily margin call balances, collateral movements, and monthly reset bookings while coordinating with counterparties to resolve discrepancies and ensure accurate records. • Conduct daily, weekly, and monthly reconciliations across hedge fund records, prime broker statements, and client reports to ensure data accuracy and operational integrity. • Investigate and resolve cash, position, and trade-related breaks through detailed root cause analysis and coordination with counterparties, prime brokers, and internal stakeholders. • Support front office and operations teams in resolving settlement discrepancies, cashflow issues, and post settlement breaks. • Utilize Bloomberg and Geneva for settlement processing, reconciliation activities, and operational reporting. • Ensure timely processing of settlement activities in line with operational cutoffs and counterparty requirements

Accountant at Vikesh solanki & Associates, Sep 2023 - Dec 2024 · 1 yr 4 mos, Mumbai

Accountant at Vikesh solanki & Associates, Jun 2022 - Aug 2023 · 1 yr 3 mos, On-site, • Managed financial reporting, accounting, and compliance activities for a portfolio of SME clients across multiple industries. • Prepared and reviewed financial statements, balance sheets, and supporting financial records to ensure reporting accuracy and regulatory compliance. • Assisted clients with financial analysis, documentation, and operational reporting requirements. • Coordinated with multiple stakeholders to resolve accounting discrepancies and maintain timely financial reporting.

Management Intern at Bharti AXA Life Insurance, May 2024 - Jun 2024 · 2 mos, Thane, • Assisted in investment reporting and Excel-based analytical activities. • Prepared financial analysis reports and presented findings to stakeholders

Education

Master of Business Administration - MBA, Finance and Financial Management Services, Thakur Institute of Management Studies and Research

Bachelor of Commerce - BCom, Accounting and Finance, Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics