Vishal Kanojia

Associate Consultant

Mumbai, Maharashtra, India5 yrs 1 mo experience

Most Likely To Switch

Key Highlights

Expert in managing complex financial product allocations.
Proven track record in trade support and execution oversight.
Strong commitment to continuous learning and industry trends.

Stackforce AI infers this person is a Fintech professional with expertise in trade allocations and financial product management.

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Skills

Core Skills

Trade SupportSwap Lifecycle ManagementTrade Allocation ManagementTrade Lifecycle SupportPortfolio ManagementInvestment Advisory

Other Skills

Analytical SkillsBookkeepingBreak ResolutionBusiness DevelopmentCRM and Reporting ToolsClient Fund ProtectionClient Relationship ManagementCommunicationCreditCustomer Relationship Management (CRM)Data AnalysisData IntegrityDerivativesEconomicsEnglish

About

As a passionate professional with a background in finance, specifically in trade allocations, I bring 3 years of experience to the table. I am adept at managing complex financial product allocations within strict timeframes, ensuring seamless trade execution. Proficient in handling a diverse range of allocations for various financial instruments, I am skilled in problem-solving and implementing effective solutions that maintain smooth trade processes and enhance client satisfaction. My dedication to continuous learning drives me and keeping me at the cutting edge of industry trends and best practices. This commitment equips me to navigate evolving landscapes and contribute meaningfully to the field of trade allocations. I thrive on turning challenges into opportunities. Actively seeking opportunities to leverage my expertise, I look forward to connecting and exploring how my problem-solving prowess, financial acumen, and passion for trade allocations can make a valuable impact. Let's collaborate and create solutions that drive success.

Experience

Morgan stanley

3 roles

Senior Associate

Sep 2025 – Present · 6 mos · Mumbai, Maharashtra, India · On-site

Analyst

Jun 2025 – Sep 2025 · 3 mos · Mumbai, Maharashtra, India · On-site

Analyst

Nov 2023 – Present · 2 yrs 4 mos · Mumbai, Maharashtra, India · On-site

Swap Lifecycle Management: Expertise in end-to-end processing, validation, and reconciliation of equity swaps across London and Asia.
Trade Support and Execution Oversight: Skilled in handling high-volume trade flows 160 to 300 swaps per day, investigating volume spikes, and ensuring accurate long and short allocations
Break Resolution and Exception Handling: Proven ability to raise, track, and resolve client money impact cases, trade mismatches, and booking discrepancies with minimal turnaround time
Post Trade Validation: Strong focus on settlement gap monitoring, spread checks, and raising exceptions beyond tolerance thresholds
Front to Back Reconciliation: Daily review of Swap vs Hedge files to ensure trade integrity across risk, booking, and allocation systems
High Value Trade Oversight: Experience in reviewing large notional trades over 1 billion for booking accuracy and compliance before confirmation
Stakeholder Coordination: Regular interaction with trading desks, risk teams, and allocations to resolve swap-level issues and extend swap tenures
Process Improvement and SOP Management: Led documentation updates and training initiatives to reduce onboarding time and improve process clarity
Market Knowledge: Well versed in the operational dynamics of derivatives in global markets London and Hong Kong.
Tools and Platforms: Familiar with internal trade management systems, risk tools, and reconciliation platforms; comfortable working with large datasets and Excel for analysis

Swap Lifecycle ManagementTrade SupportBreak ResolutionPost Trade ValidationFront to Back ReconciliationHigh Value Trade Oversight+4

Eclerx

Credit Trading Analyst

Dec 2021 – Feb 2023 · 1 yr 2 mos · Mumbai, Maharashtra, India · On-site

Trade Allocation Management: Experienced in handling allocations for complex financial products including Single Name CDS, Options, CDX, IBOX, CMBX, Swaptions, and Tranches
Trade Lifecycle Support: Proficient in scheduling, modifying, and terminating trade allocations based on client requirements while adhering to operational protocols
Operational Efficiency: Skilled in managing day-to-day tasks such as email responses, allocation modifications, and interdepartmental coordination to maintain workflow efficiency
Trade Exception Management: Capable of identifying and resolving trade discrepancies at both systemic and economic levels to ensure seamless processing
Post Trade Support: Supported traders through manual trade matching after sessions to ensure accurate reporting and compliance with regulations
Client Fund Protection: Developed and enforced procedures to isolate client funds for suspense trades, reducing risk and enhancing regulatory compliance
Trade Reconciliation: Conducted daily trade reconciliations, reducing average trading errors by 90 percent through proactive anomaly detection
Process Improvement: Implemented standard reconciliation procedures leading to a 50 percent drop in trade discrepancies
Knowledge of Trade Platforms: Hands-on experience with ICElink, DTCC, and internal trade systems used for allocation and confirmation workflows
Regulatory Compliance: Maintained adherence to financial regulations and internal policies throughout the trade management

Trade Allocation ManagementTrade Lifecycle SupportOperational EfficiencyTrade Exception ManagementPost Trade SupportClient Fund Protection+3

Research and ranking

Wealth Counselor

Apr 2021 – Nov 2021 · 7 mos · Mumbai, Maharashtra, India

Portfolio Management: Proficient in analyzing and constructing customized asset allocation strategies for HNIs and UHNIs, leading to measurable portfolio improvements
Performance Analysis: Regularly monitored client portfolios to ensure alignment with investment goals and optimize returns
Investment Advisory: Strong understanding of investment products across equities, fixed income, and alternative assets with focus on suitability and client-specific needs
Client Relationship Management: Successfully built and maintained trusted relationships with HNIs and UHNIs, enhancing client satisfaction and loyalty
Business Development: Drove growth by increasing wallet share from existing clients and expanding the firm’s market presence
Wealth Advisory Services: Demonstrated expertise in recommending and positioning financial products to meet individual client objectives
Strategic Communication: Skilled in engaging high-value clients through effective and personalized financial consultations
Market Awareness: Up-to-date with financial markets and investment trends to advise clients on suitable opportunities
Goal-Based Planning: Applied goal-oriented approaches to align asset strategies with client life-stage and wealth objectives
CRM and Reporting Tools: Experience in using client management platforms and tools to maintain records, monitor performance, and generate.