Shivam Tiwari

Operations Associate

Mumbai, India1 yr 8 mos experience

Most Likely To Switch

Key Highlights

Over a year of experience in financial services.
Strong track record in client and investor relations.
Expertise in corporate compliance and risk management.

Stackforce AI infers this person is a Financial Services professional with a focus on Investment Banking and Wealth Management.

Contact

Skills

Core Skills

Client RelationsFinancial AnalysisWealth ManagementInvestment BankingFinancial ModelingRecruiting

Other Skills

Client ServicesData Issue ResolutionCross-Functional CoordinationPortfolio OperationsNAV CalculationTrade ProcessingPitch BooksIndustry ResearchRecruitment StrategyCandidate SourcingPitchdecksDeal SourcingDeal ExecutionDeal ClosureMandates

About

A Company Secretary Finalist with over a year of experience in financial services. My expertise spans corporate compliance, risk management, and securities law. I have a strong track record of building and maintaining investor and client relationships and have practical experience in investment banking and financial modeling. I am dedicated to ensuring adherence to policies and procedures while leveraging my analytical skills to deliver a seamless operational experience.

Experience

1 yr 8 mos

Total Experience

6 mos

Average Tenure

1 yr

Current Experience

S&p global

Associate - Client services

Apr 2025 – Present · 1 yr · Mumbai · Hybrid

Delivering end-to-end client services by managing queries, developing customized models, and resolving complex data issues.
Skilled in understanding client requirements, optimizing product usage, and coordinating with cross-functional teams to provide accurate, timely solutions.
Focused on building strong client relationships and ensuring a seamless, high-value service experience.

Client ServicesData Issue ResolutionCross-Functional CoordinationClient RelationsFinancial Analysis

Incedo inc.

Associate - Private equity & wealth management

Nov 2024 – Mar 2025 · 4 mos · Gurugram, Haryana, India · On-site

Managing daily portfolio operations, including funds, cash, loans, and reconciliations. Responsible for accurate NAV calculation, timely trade processing, client documentation, and coordination with internal teams to ensure smooth workflows.
Focused on delivering reliable operational support and a seamless experience for wealth management clients.

Portfolio OperationsNAV CalculationTrade ProcessingWealth ManagementFinancial Analysis

Iaccelerate

Investment Banking Intern

Aug 2024 – Oct 2024 · 2 mos · Pune, Maharashtra, India · On-site

I work as front-end investment banker and i am responsible for the client-facing tasks that are preparing pitch books, Creating financial models, conducting industry research, and assisting in deal executions.
Also interacts with clients, analyze financial data, and help in structuring deals, my work also involves working on merger&Amalgamation, buyouts, Revenue financing and work like Due diligence, Mandates and preparing Minutes of the meetings.
I’m equipped with strong analytical skills, attention to detail, and good communication abilities.

Investment BankingFinancial AnalysisPitch BooksIndustry ResearchFinancial Modeling

Imcs group

US Healthcare recruiter

Jul 2023 – Nov 2023 · 4 mos · Indore, Madhya Pradesh, India · On-site

Working as a Healthcare Recruiter, responsible for recruitment designing and implementing the overall recruiting strategy.
hands on Experiance in using Sourcing and attracting candidates by using databases(JobDiva, Bullhorn), Social Media , Job Boards(Careerbuilder, Monster, Dice, Indeed), Vivian and Health Jobs Nationvide.
Working for various clients like Ascension Health, MGB – Mass General Brigham, AHSA – American Healthcare service Association, Health Trust Workforce Solutions, Stability Health, Trinity Healthcare, UGC, Trinity Health, and Prime Health.
Act as a point of contact and build influential candidate relationships during the selection process.

Recruitment StrategyCandidate SourcingClient RelationsRecruiting