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Bonny Manuel
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English Native or bilingual proficiency
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Malayalam Native or bilingual proficiency
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Hindi Limited working proficiency
- Leadership
- Auditing
- Powerpoint
- Social Media
- Banking
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Bio
Credentials
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CFA Level 2 Candidate - June 2019
CFA InstituteSep, 2018- May, 2026 -
CFA Level 1 Passed - June 2018
CFA InstituteJun, 2018- May, 2026 -
Financial Analysis: Analyzing the Bottom Line with Excel
Lynda.comJan, 2018- May, 2026 -
Financial Analysis: Analyzing the Top Line with Excel
Lynda.comJan, 2018- May, 2026 -
Financial Analysis: Introduction to Business Performance Analysis
Lynda.comJan, 2018- May, 2026 -
Forecasting Using Financial Statements
Lynda.comJan, 2018- May, 2026 -
Bloomberg Market Concepts
BloombergDec, 2017- May, 2026 -
CPH
Canadian Securities Institute (CSI)Jun, 2017- May, 2026 -
CSC
Canadian Securities Institute (CSI)May, 2017- May, 2026 -
Capital Markets Industry Expertise Training
BNY MellonJan, 2015- May, 2026 -
Tally GOLD
Tally ERP Software ServicesJul, 2009- May, 2026 -
Financial Statement and Valuation Modelling
Wall Street Prep
Experience
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Morgan Stanley
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Baltimore, Maryland, United States
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Director
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Aug 2022 - Present
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Baltimore, Maryland, United States
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United States
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Financial Services
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700 & Above Employee
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Team Leader
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Feb 2022 - Sep 2022
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Senior Analyst - Securities Finance
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Jun 2021 - Apr 2022
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Securities Finance Analyst - Capital Markets
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May 2018 - Jun 2021
• Daily management of the books of 25 global brokers ensuring efficient trading and collateral management for several transactions per day• Ensuring market and credit risk coverage for all securities on loan for every broker in the portfolio• Analyzing and advising brokers of changes in acceptable collateral types and quantities based on the changing economic environment.• Ensuring acceptable collateral is received and kept on the books to cover multi million dollar trades• Demonstrated an extraordinary work ethic to gain complete autonomy over my portfolio within a month of joining• Created a good rapport with all brokers ensuring excellent client management by building a personalized, rigorous and efficient process for my portfolio.• Worked on both Cash and Non Cash transactions for all of the institutional brokers on a daily basis.
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RBC
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10 York Mills, Toronto, ON
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Account Service Agent
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Feb 2018 - Apr 2018
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10 York Mills, Toronto, ON
• Reviewing and analyzing Business Accounts and Trust Disclosure Agreement to reconcile differences and verify the legal status of each authority in the trust. • Consolidated 5670 Estate and Trust Accounts for management reporting and disclosure purposes. • Demonstrated an extraordinary work ethic to cut the project short by 33%.
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Portfolio Administrator - Trust Associate
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Aug 2013 - Aug 2015
• Managed a portfolio of 100 custody and fixed income issuer clients (corporate and sovereign) by performing daily activities such as account reconciliations, trade and cash instruction processing and reporting (Euroclear, Clearstream and DTCC), settlement and post trade reporting and ad hoc client issue resolution.• Created the standard operating procedure for custody portfolio administration(UK and Ireland) by performing process mapping and process documentation decreasing resource allocation cost by 12%• Led primary bond issue for 24 clients by performing bond document verification, trade execution, settlement and position reporting resulting in successful onboarding of 24 multi-million dollar fixed income offerings.• Led a performance improvement project along with senior management by performing requirement gathering, data analysis and improvement recommendations that improved team task performance by 20%
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Vodafone
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Pune Area, India
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Junior Accountant
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May 2012 - Apr 2013
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Pune Area, India
• Led an accounting reconciliation project by performing general ledger entry analysis, journal entry matching and purchase order investigations which released more than £2 million of unused capital on the balance sheet.• Created the training process and manual by performing process mapping, process documentation and training module creation decreasing resource allocation cost by 20%• Analyzed 70-100 Invoices per day and matched them to relevant purchase orders for payment before the due date• Analyzed large purchase orders(£ 250,000+) raised internally without relevant goods receipts and provided key insights to senior management that facilitated the decision making process.
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Accounts Trainee
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Apr 2010 - Jun 2010
I got exposure to the world of finance accounting and an opportunity to gather technical proficiency and commercial awareness. I was initially asked to study sales analysis, assist with the month end process, and commercially evaluate the fundamentals with existing relationships.
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Accounts Trainee
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Oct 2009 - Dec 2009
The traineeship opportunity allowed me to develop skills/knowledge to enable me to ensure effective financial management; to ensure that resources are deployed efficiently and with probity. This involved working closely with colleagues in other departments to assess and assimilate their financial needs. The types of tasks involved are: Preparation of estimates and final accounts; internal audit; design and operation of financial and management information systems, en cashing cash and cheque deposits etc.
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Education
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2015 - 2017York University - Schulich School of Business
Master of Business Administration (M.B.A.), Finance, General -
2008 - 2012
Symbiosis International University
Bachelor of Commerce (B.Com.), Financial Managment
Suggested Services
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Industry Focus. “Investment Banking”
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