Shrestha Ram

Operations Associate

Bengaluru, Karnataka, India9 yrs 3 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over six years of experience in financial services.
  • Specialized in ESG compliance and risk evaluation.
  • Proven track record in trade processing and financial modeling.
Stackforce AI infers this person is a Fintech professional with expertise in ESG compliance and financial analysis.

Contact

Skills

Core Skills

Esg ComplianceFinancial AnalysisTrade ProcessingFinancial ModelingValuation

Other Skills

risk evaluationreconciliationBloombergVBAMicrosoft OfficeMicrosoft ExcelSQLVisual Basic for Applications (VBA)DerivativesBanking

About

With over six years of professional experience, currently contributing as an Assistant Assurance Manager at HSBC, specializing in Environmental, Social, and Governance (ESG) compliance. Skilled in risk evaluation, financial analysis, and valuation, with a focus on supporting organizational adherence to global standards. Previous roles at HSBC and State Street have honed expertise in trade processing, reconciliation, and financial modeling. Passionate about fostering robust compliance frameworks, enabling organizations to align with ethical practices and sustainable growth objectives. Emphasizing collaboration and precision, bringing a results-driven approach to complex processes.

Experience

9 yrs 3 mos
Total Experience
3 yrs 1 mo
Average Tenure
4 yrs 6 mos
Current Experience

Hsbc

2 roles

Assistant Assurance Manager(ESG)

Jan 2025Present · 1 yr 4 mos

ESG compliancerisk evaluationfinancial analysis

Assistant Manager

Oct 2021Dec 2024 · 3 yrs 2 mos

State street

Associate2

Apr 2020Oct 2021 · 1 yr 6 mos · Bengaluru, Karnataka

  • Carry out basic and complex trade processing and valuation functions in accordance with established procedures.
  • Processing Trades sent by clients to OTC Hub and MCH
  • Ensure OTC valuation team receives proper information to value OTC positions
  • Ensuring compliance with standard operating procedures
  • Respond to internal queries from Accounting or Client Service teams
  • Respond to reconciliation breaks from internal recon teams regarding cash or position breaks
  • Resolution of queries with internal teams, clients, vendors, counterparties etc.
  • Answer and handle complex issues and queries and escalate as needed acting with a sense of urgency to meet required deliverables.
  • Work closely with inter-departmental contacts to ensure that the required deliverables are delivered with high quality
  • Identify risk issues, breaches and act in accordance with the 'risk' escalation chain and operating procedures
  • Resolution of queries with internal teams, clients, vendors, counterparties etc.
  • Be accountable for assigned tasks and deadline.
  • Work closely with the Team Leader and bring issues that require management attention on a timely manner
  • Support the business to offer great quality client service and ensure that the assigned deliverables are planned and delivered efficiently
trade processingreconciliationfinancial modeling

Northern trust corporation

Financial Analyst

Oct 2016Jan 2020 · 3 yrs 3 mos · Banglore

  • Valuation of all the Derivative Products on a daily basis.
  • Resolving all the pricing queries, modelling the trades in Bloomberg.
  • Hands on experience in building the Bloomberg templates.
  • Experience in Building VBA macros.
valuationBloombergVBAfinancial modeling

Education

The University of Texas at Austin

Postgraduate Degree — Data science business analytics

Aug 2021Nov 2022

FinX Institute Limited ( Formerly BSE Institute Limited)

Financial Modelling — Accounting and Finance

Jan 2019Jan 2019

Utkal University

Master's degree — Finace

Jul 2013Aug 2015

Ravenshaw University

B.com

Jul 2011Nov 2014

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