---
title: "Yogesh Katre - Analyst in Pune District | Tal"
description: "Meet Yogesh Katre, Analyst @ SG ANALYTICS | Aspiring CFA | Hedge Fund and Private Equity based in Pune District."
image: "https://tal.club/meet/yogesh-katre/share-image"
---

# Yogesh Katre on Tal

## Headline

Analyst @ SG ANALYTICS \| Aspiring CFA \| Hedge Fund and Private Equity

## About

Passionate finance professional with a proven track record in strategic financial planning and investment management\. Specializing in optimizing portfolios for growth and risk management\. Committed to staying ahead of industry trends and leveraging analytical skills to drive informed decision\-making\. Let's connect and explore opportunities to navigate the world of finance together\.

## Location

Pune District

## Work experience

Analyst at SG Analytics, Apr 2026 \- Present · 3 mos, Pune City

Associate Analyst at SG Analytics, Oct 2024 \- Mar 2026 · 1 yr 6 mos, Pune District, Optimized data operations by strategically managing daily resource allocation and task assignments for a 50\+ member analyst team, ensuring maximum productivity, quality delivery, and adherence to project deadlines\. Led process automation and transformation initiatives in collaboration with the Associate Project Manager \(APM\), implementing AI\-driven and automation solutions that streamlined workflows and reduced turnaround time\. Accelerated data extraction and analysis by leveraging AI tools to accurately identify and process key financial metrics including NAV, Management Fees, Commitments, IRR, and Realized/Unrealized Gains, ensuring compliance with US\-GAAP and IFRS standards\. Drove quality excellence through Root Cause Analyses \(RCA\) on critical client issues using Jira and Salesforce, ensuring timely resolution, actionable insights, and comprehensive documentation\. Executed regular quality audits to identify performance gaps and ensure strict adherence to quality control benchmarks, leading to continuous process improvement and enhanced operational performance\. Developed and maintained Standard Operating Procedures \(SOPs\) as a Subject Matter Expert \(SME\), optimizing team\-specific processes to improve efficiency, accuracy, and compliance\. Conducted daily refresher training sessions and provided real\-time operational support to enhance technical proficiency, reinforce process knowledge, and maintain consistent quality standards across the team\. • Spearheaded end\-to\-end client profiles onboarding, managing strategic communication, documentation workflows, and exception handling to ensure a seamless and compliant client experience\. Mentored and managed a high\-performing team of 50\+ analysts, providing coaching and technical guidance to ensure consistent production output and uphold rigorous quality control standards\.

Consultant Analyst at SG Analytics, Oct 2023 \- Oct 2024 · 1 yr 1 mo, Pune, Maharashtra, India, Managed high\-profile, "White\-Glove" client accounts, ensuring personalized service and providing strategic account oversight to drive client satisfaction and retention\. Conducted detailed analysis and extraction of critical financial information from a wide range of private equity and hedge fund documents, including: 1\. Account/Financial Statements, Capital Call/Distribution Notices, Stock Distribution Notices, and Tax Estimates\. 2\. Processed key fund\-related materials such as Factsheets, Investment Reports, Redemption Notices, and Subscription Notices\.

Village Level Entrepeneur at CSC, Jan 2022 \- Sep 2023 · 1 yr 9 mos, Shegaon, Handled day\-to\-day CSC operations by providing government and digital services such as Aadhaar\-related assistance, PAN card services, bill payments, banking support, insurance, and online application processing\. Assisted customers with document verification, form filling, service delivery, record maintenance, and issue resolution while ensuring accuracy, compliance, and smooth customer service

Finance Intern at State Bank of India, Oct 2022 \- Jan 2023 · 4 mos

CSP Operator at State Bank of India, Dec 2019 \- Dec 2021 · 2 yrs 1 mo, Shegaon, Handled day\-to\-day customer banking operations including cash deposits, withdrawals, balance enquiry, mini statements, AEPS transactions, and fund transfers\. Assisted customers with account opening support, Aadhaar/mobile seeding, and basic banking services\. Maintained transaction records, ensured cash handling accuracy, resolved customer queries, and supported financial inclusion by delivering SBI\-approved banking services in the assigned area\.

## Education

Master of Business Administration \- MBA, Finance, General, Shri Sant Gajanan Maharaj College of Engineering, Shegaon

Magic Institute of Excellence

[View the original profile](https://tal.club/meet/yogesh-katre)

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