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Senior Analyst with 4+ years in Investment Banking & Mutual Funds.
More than 4 years of work experience in Investment banking operations also In Mutual fund and Transfer agency. Currently working as Financial Services Account Associate Senior in the field of Mutual fund and Transfer agency. Previously worked in Back Office by providing trade support for all trades executed by FO that includes trade confirmation, trade validation & approval and pre-settlement activities. Experienced in processing brokerage commissions for trade & settlements transactions. Possess strong knowledge of Trade Life cycle, SWIFT and investment products of financial services. Possess conceptual understanding of other custody services like FX, asset servicing, fund accounting, securities lending, collateral, and cash management.
Institute of Business Management and Research (IBMR)
MBA/PGDM
N/A – June 30, 2021
Dr Babasaheb Ambedkar Marathwada University, Aurangabad
B.Pharma · Bachelor of Pharmacy
N/A – June 30, 2018
FIS
Financial Services Account Associate Senior
November 1, 2023 – Present
India
FIS
Financial Services Account Associate-II
November 1, 2023 – September 1, 2025
India
State street HCL
Senior Analyst
January 1, 2022 – November 1, 2023
India
Implementation of GST and It's Impact
April 1, 2026 – June 1, 2026
This is my academic summer internship project, As in this project I studied how GST impacts on customer's buying behaviour and also on impact on shopkeeper's also. For this project I choose survey technique i.e.one for customers and other for shopkeepers. Also to study more I also used secondary data from books, online sites,etc.
Transaction Services
September 1, 2020 – July 1, 2022
Project related to trade life cycle on which i worked for trade data repair.
State Street Investment Banking Operations
September 1, 2020 – July 1, 2022
Handled State Street Investment Banking Operations such as Trade data repair, Settlement of trades.
Franklin Templeton Transfer Operations
March 1, 2019 – July 1, 2021
Currently handling Franklin Templeton transfer of assets project. Working on various operations like Subscription activity, Transfer and deposit of funds from one account to another.
EMS stock market basic and advance course
Unknown
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's professional experience is consistently within financial services operations, indicating a strong alignment with structured, process-driven environments. The academic project on GST impact shows an analytical mindset, which could be beneficial. However, the lack of diverse project types or explicit collaboration examples beyond team interaction for query resolution limits a deeper assessment of broader cultural fit. The target role of 'Senior Analyst' aligns well with their progression and responsibilities in previous roles.
Soft Skills & Operational Fit
The candidate demonstrates strong operational fit for roles requiring meticulous attention to detail in financial transaction processing and back-office support. Their experience highlights an ability to manage deadlines, identify process improvements, and handle client interactions. The descriptions suggest a methodical approach to problem-solving within established financial frameworks.