Analyst

• Mar 2023 - Present

Senior Team Member

• May 2022 - Mar 2023

Investment and Wealth Management Working with a team of PMs (Portfolio Managers) in portfolio management of very high net worth individuals (HNI) that spans across portfolio performance, client presentations, Reconciliation, overlap analysis, financial models, performance reporting, wealth planner reports & proposals, Manager Comparisons and Blends. • Received achievement awards for outstanding performance and various recognition emails from the audit control team for delivering… Show more Investment and Wealth Management Working with a team of PMs (Portfolio Managers) in portfolio management of very high net worth individuals (HNI) that spans across portfolio performance, client presentations, Reconciliation, overlap analysis, financial models, performance reporting, wealth planner reports & proposals, Manager Comparisons and Blends. • Received achievement awards for outstanding performance and various recognition emails from the audit control team for delivering projects with complete accuracy and ensuring adherence to predefined parameters in terms of quality and timeliness of work. • Using Market data tools like Bloomberg Terminal, Morning star, Factset along with other external and internal tools extensively to produce Portfolio Performance Reports that include the evaluation of performance of individual investments in various asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments to the portfolio managers • Producing Ad-hoc reports along with performing research on activities across fixed income and equities on a need basis. • Engaging in all monthly & quarterly on-call discussions with Portfolio Managers regarding Risk-Return, Portfolio Performance, Sector Allocation and Rebalancing

Team Member

• Oct 2020 - Apr 2022

Fraud & Risk Control • Responsibility of protecting the bank and the customers through in-depth research of existing fraud trends, examining suspicious transaction patterns and running risk assessments to mitigate the risk of account take over • Mitigating the risk by initiating closures on risk bank profiles and reporting fraudsters to chex database • Received an achievement award and various recognition mails from the line of business for helping in various fraud attack… Show more Fraud & Risk Control • Responsibility of protecting the bank and the customers through in-depth research of existing fraud trends, examining suspicious transaction patterns and running risk assessments to mitigate the risk of account take over • Mitigating the risk by initiating closures on risk bank profiles and reporting fraudsters to chex database • Received an achievement award and various recognition mails from the line of business for helping in various fraud attack projects and being committed to excellence at work. • Delivered with 100% accuracy and never received an error on my deliverables which helped in improving the detection rate of our department and mitigating risk • Calibrating with our LOB to identify and discuss steps to further enhance our systems. Additional responsibilities • The anchor/emcee for the monthly annual All hands meet event with 1500+ attendees and involved in engagement activities along with planning the logistics. • An active participant of various non-profits initiatives run by the bank • Generating and sending reports on fraud trends and discussing with our line of business teams in the US to improve the systems further.

Summer Intern

• Jun 2019 - Jun 2019

Summer Intern

• Jul 2015 - Aug 2015

Summer Intern

• Jun 2015 - Jul 2015