Kratika Sharma

Investment Operations Analyst at Realm Investment House
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Contact Information
Location
Melbourne, Victoria, Australia, AU
Languages
  • English -
  • Hindi -
  • Marathi -

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Experience

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Investment Operations Analyst
      • Aug 2023 - Present

      Operations & Compliance Operations & Compliance

    • United States
    • Financial Services
    • 700 & Above Employee
    • Intermediate Representative
      • Jul 2018 - May 2022

      Analyst in Bank of New York, Mellon. Initially, I worked in Asset Management Operations Department for Middle Office/Outsourcing Clients where I was responsible for matching, pre-matching and settlement of trades - Confirmations and Affirmations and dealing with the Brokers and Custodians for any queries. After completing 18 months, I moved to Derivatives Services Delivery Department involving OTC, Forwards, Futures and Collateral. Handled Cash and Trade processing, receiving instructions from different IM to process those accurately adhering to market deadlines. Show less

    • India
    • Appliances, Electrical, and Electronics Manufacturing
    • Analyst
      • Aug 2017 - Apr 2018

      Performance & Analysis Analysis of MTD and YTD returns to assess the performance of Investments and Portfolios with the help of tools like Prism and PMR Spark. Client Reporting Activities • IEQ (Institutional Equity) • IFI (Institutional Fixed Income) • HNW (Wealth Management) • GPS (Guided Portfolio Solution) Performance & Analysis Analysis of MTD and YTD returns to assess the performance of Investments and Portfolios with the help of tools like Prism and PMR Spark. Client Reporting Activities • IEQ (Institutional Equity) • IFI (Institutional Fixed Income) • HNW (Wealth Management) • GPS (Guided Portfolio Solution)

    • India
    • Mining
    • 700 & Above Employee
    • Risk Management Intern
      • May 2016 - Jun 2016

      1.Basic research about risk management strategies pertaining to business 2.Understand the Role of Risk in Strategy Selection 3.Aligning Risk with Strategy and Performance 4.Understand the major Roles and Responsibilities of Risk Management Committee 1.Basic research about risk management strategies pertaining to business 2.Understand the Role of Risk in Strategy Selection 3.Aligning Risk with Strategy and Performance 4.Understand the major Roles and Responsibilities of Risk Management Committee

    • Equity Research Intern
      • Feb 2016 - Mar 2016

      1. Financial and stock price trend analysis AMGEN & SPECTRUM PHARMA 2. Preparation of Research Report presentation for the Company 1. Financial and stock price trend analysis AMGEN & SPECTRUM PHARMA 2. Preparation of Research Report presentation for the Company

Education

  • Chetana's Institute of Management & Research
    Post Graduate Diploma in Management, Finance, General
    2015 - 2017
  • University of Mumbai
    Bachelor’s Degree, Information Technology
    2011 - 2014

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