Prathmesh Undre

Associate Consultant

Pune, Maharashtra, India5 yrs 1 mo experience

Key Highlights

  • 3+ years in Investment Banking operations.
  • Expertise in mutual fund operations and NAV calculation.
  • Advanced Excel skills including VBA Macro programming.
Stackforce AI infers this person is a Financial Operations Specialist with strong analytical and problem-solving skills.

Contact

Skills

Other Skills

Agile MethodologiesBankingBloomberg TerminalBusiness DevelopmentCapital MarketsCommunicationCore JavaCorporate FinanceCustomer AcquisitionCustomer Relationship Management (CRM)Customer RetentionCustomer Service ManagementDerivativesEconomicsFIS InvestOne

About

Detail-oriented and experienced financial professional with 3+ years of experience in Investment Banking operations and Asset servicing domain. Expertise in mutual fund operations, NAV calculation, Security pricing, reconciliation, Discrepancy resolution & process improvement. Strong analytical and problem-solving abilities. Project management and process improvement expertise. Knowledge of financial data vendors like Bloomberg, Reuters, ICE, Pricing Direct, Markit. Advanced Excel skills, including VBA Macro programming. Equipped with Equity Research and Financial Modelling capabilities.

Experience

Capgemini

Associate Consultant

Jun 2024Present · 1 yr 9 mos · Pune, Maharashtra, India · On-site

Bny mellon

Analyst

Feb 2022Jul 2024 · 2 yrs 5 mos · Pune, Maharashtra, India

State street

Fund Accountant

Jul 2017Jul 2018 · 1 yr · Pune

Education

ITM Group of Institutions

PGDM — Financial markets

Jan 2019Jan 2021

Bharati Vidyapeeth

Bachelor of Commerce - BCom

Jan 2014Jan 2017

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