Shania Ishridas

Portfolio Reporting Analyst at GM Advisory Group
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Contact Information
us****@****om
(386) 825-5501
Location
Queens, New York, United States, US

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Credentials

  • Bloomberg Market Concepts Certification
    Bloomberg LP
    Mar, 2021
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Reporting Analyst
      • Oct 2021 - Present
    • United States
    • Civic and Social Organizations
    • Finance Intern
      • Jun 2021 - Aug 2021

      Analyze daily bank reconciliations for revenue team and balanced wires, payroll, investment, ACH, and vendor payments. Also responsible for organizing documentation into storing software for internal audit purposes. Analyze daily bank reconciliations for revenue team and balanced wires, payroll, investment, ACH, and vendor payments. Also responsible for organizing documentation into storing software for internal audit purposes.

    • United States
    • Banking
    • 700 & Above Employee
    • Customer Service Associate
      • Sep 2019 - Jun 2021

      Manage teller and client relationship services informing clients of various banking products and recommending products based on their specific financial needs. Manage teller and client relationship services informing clients of various banking products and recommending products based on their specific financial needs.

    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Management Consultant Intern
      • Sep 2018 - Dec 2018

      Analyzed areas where homelessness is prevalent and created a financial report for use by management to create fundraising activities. Analyzed areas where homelessness is prevalent and created a financial report for use by management to create fundraising activities.

    • Egypt
    • Human Resources
    • 1 - 100 Employee
    • Shadow- Major North American Bank
      • Jun 2016 - Aug 2016

      Interacted with analysts, salespersons and traders and networked with Compliance, Legal, Internal Audit, and Anti-Money Laundering teams. Interacted with analysts, salespersons and traders and networked with Compliance, Legal, Internal Audit, and Anti-Money Laundering teams.

Education

  • St. John's University, The Peter J. Tobin College of Business
    Master of Science - MS, Business Analytics
    2021 - 2022
  • St. John's University, The Peter J. Tobin College of Business
    Bachelor of Science - BS, Finance, General
    2017 - 2021

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