Apr 2022 – Aug 2024 · 2 yrs 4 mos · Mumbai, Maharashtra, India

• 1. Consulting with clients on portfolio data modeling best practices, mastering and explaining the different input data formats and content requirements for all instrument and asset types and understanding the necessary terms and conditions required to describe the holdings in the client’s portfolio.
• 2. Confirming data coverage for the securities and benchmarks that a client wishes to model, including analyzing the requirements and working withinternal teams responsible for maintaining our datasets
• 3. Advising clients on our best practice for applying proxy information properly and to map portfolio holdings to appropriate risk factor data sets, including understanding how modeling and mapping configuration choices affect the risk results delivered in our reports
• 4. Assisting clients with data conformance and validation testing, especially checking input files for proper formatting and appropriate content for modeling and using processing logs to analyze the portfolio for accuracy and completeness
• 5. Performing workflow analysis to ensure proper set up of client configuration files with proper rules for terms and conditionsenrichment of portfolio data
• 6. Assisting clients with report design and development, applying foundational understanding of analytics and reporting features in our products and of rules and methods for transforming and integrating risk analytical results into our standard reporting services
• 7. Directly assist global clients via phone and email by providing solutions to integrate our products with their systems
• 8. Source and define new third party client data feeds from custodians and fund administrators to support client implementations. Work with the development teams to ensure the data is properly loaded in our databases for later extraction and use in our analytical systems.
• 9. Act as a liaison and source of feedback directly to our Coverage, Consultants, Research, Product Management, Finance and Product Delivery groups.

Aug 2019 – Apr 2022 · 2 yrs 8 mos · Goregaon, Maharashtra, India

• Responsible for updating and maintaining accuracy of portfolio data to
• enhance client experience.
• Updating and maintaining the accuracy of CRM (TeamWorld - BlackRock
• Aladdin).
• Analysing and managing the data for client reporting.
• Understanding client requirements and maintaining the Data quality on CRM.
• Client Communication on project updates and Development team to ensure
• the data is properly loaded as per the requirement.
• Data enrichment through using multiple tools of Aladdin.
• Leading the project independently and managing the team of 6 members

May 2018 – Jul 2018 · 2 mos · Mumbai Area, India

• Assisting in preparation of Director’s report for the Annual report.
• Analysing multiple ratios and presenting them in the graphical formats for
• the Annual report.