• Dec 2022 - Present

Support of migration between different investment compliance systems (Aladdin, XENTIS, Bloomberg AIM) for various client projects. Support in monitoring & implementation of investment guidelines funds & mandates. Supporting in coordination of project management related tasks (status reporting, vacation oversight, project planning)

• Jun 2022 - Dec 2022

Support the migration to new investment compliance software for various clients. Review and Gap analysis of Investment Guidelines for Investment Funds (Rule Capturing). Conduct Data and Interface Testing to ensure consistency of data load between Source System and Investment Compliance System. Support and facilitate Parallel run between legacy and new investment compliance tool

Research Analyst

• Aug 2019 - Sep 2021

Working with mutual funds and ETFs market research. Monitoring movement in Net Asset Values (NAV) and Total Net Asset (TNA) for funds and reviewing the reason for changes on daily basis. Dealing with corporate actions in mutual funds and ETFs . Also work on the factors that affect the funds like: Merger and Acquisition, Dividends, Forex Rate. Do market research for changes in NAV and TNA from various sources like Bloomberg, Morningstar, US security exchange commission. Prepare reports on daily basis about the performance of the funds Show less

Intern

• May 2018 - Jul 2018

Worked on Forex Market. Worked on Hedging and Risk Management tools to mitigate risk from currency fluctuations. Analyzing the currency movement. Making different hedging strategies for the clients like: interest rate, bench marking, cyclical hedging, and documentation. Analyzing active and passive risk management. To assist the client in reducing there Forex risk and thereby help them to boost their saving. To set the benchmark and book profit for clients to hedge their currency risk. Worked on Forex Market. Worked on Hedging and Risk Management tools to mitigate risk from currency fluctuations. Analyzing the currency movement. Making different hedging strategies for the clients like: interest rate, bench marking, cyclical hedging, and documentation. Analyzing active and passive risk management. To assist the client in reducing there Forex risk and thereby help them to boost their saving. To set the benchmark and book profit for clients to hedge their currency risk.

Internship

• Jan 2018 - Mar 2018

The main Focus was on financial planning, financial advice to client in different financial products like equity, mutual funds, debenture. Learn to trade in equity and fundamental and technical analysis. Portfolio management for clients. Making blogs for the company. The main Focus was on financial planning, financial advice to client in different financial products like equity, mutual funds, debenture. Learn to trade in equity and fundamental and technical analysis. Portfolio management for clients. Making blogs for the company.