Jul 2020 – Aug 2020 · 1 mo

Sep 2019 – Jul 2020 · 10 mos

• Training & Development Department
• Mentoring New Hires, preparing training modules, and associated timelines. Trained 18 batches of new hires till date.
• Project Management :
• Execution and management of research and data maintenance and integration projects; from preparing workflows and design-models for larger user groups, to streamlining and managing the assignment, and grooming the researchers.
• Worked in an Agile framework for UAT of tool and data. Have worked closely with xSNL, xCIQ and MI databases. With a methodological study, I have observed and evaluated the data ingestion process and worked towards the enhancement of the workflow
• Worked with reference datasets of S&P Ratings, Moody's, Fitch, ICE Apex, with market vendors like ANNA, CUSIP Global Services, IDC, etc. and closely analysing securities data and the corporate actions provided by them and mapping the same with our products.
• Understanding & analysing requirements and developing scalable solutions which cater to business / operational requirements; conducting various testing, investigating results, verifying error logs & reporting issues to stakeholders
• Analytics & content management: Analyzing most critical data points like stock attributes, corporate actions, Cross reference info from vendors using tools like SQL, Capital IQ owned software and Excel.
• Exposed to datasets of wide range of security types like Equity, Depositary Receipts, ETF/Mutual funds, Corporate Bond, Sovereign debt, Commercial Paper, Municipal Bonds, Equity rights/warrants and Structured Finance products like ABS, MBS, CLO, CMOs.

Nov 2018 – Aug 2019 · 9 mos

• Working in the Securities Cross-Reference team/Reference Data
• Data Management:
• Managing Securities Data for Equity and Fixed Income Securities listed on all major stock exchanges across the world by utilizing Internal & External Public research sources and our internal research tools to collect, summarize, and synthesize relevant information to create and maintain value added content pertaining to Global Public and Private Companies/Investment Firms, Financial News & Filings, Financial Data Collection and related items, Data Mining & Collection, etc.
• Analytics & content management:
• Analyzing most critical data points like stock attributes, corporate actions , Cross reference info from vendors using tools like SQL, Capital IQ owned software and Excel
• Exposed to datasets of wide range of security types like Equity, Depositary Receipts, ETF/Mutual funds, Corporate Bond, Sovereign debt, Commercial Paper, Municipal Bonds, Equity rights/warrants and Structured Finance products like ABS, MBS, CLO, CMOs.
• Performs straightforward, standalone tasks or transactions within detailed instructions and predefined procedures
• Deliver on predefined individual and team targets including delivering outcomes with quality and excellence

Jul 2018 – Oct 2018 · 3 mos

•  Consistently engaging with the clients and interpreting their requirements while managing the communication flow throughout
•  Managing research assignments either as a part of an ongoing client engagement, or as a part of business development efforts conducted by the entity
•  Preparing presentations for sending proposals to international brands willing to enter Indian market via franchising
•  Data collection through secondary research
•  Analyzing in depth the data collected and preparing go-to- market strategy reports for the brands on-boarded
•  Managing range of projects across sectors
•  Analyzing and synthesizing the available data to bring out value-added insights to the brands

Sep 2016 – Nov 2016 · 2 mos

•  Undergone Internship at NITI Aayog, Government of India, formerly known as the Planning Commission of India, under the Human Resource Development (HRD) Vertical.
•  Performed secondary data research using census data and other government collected data, and prepared the report, later to be used for decision making at the national level.
•  Participated in the meetings to discuss the newly introduced SEQI, which was attended by the Chief Secretaries across all the States in India.
•  Submitted to : Advisor (HRD vertical)

Jul 2014 – Aug 2016 · 2 yrs 1 mo

• Auditing the various aspects of Financial Statements such as Balance Sheet, Income Statement and Cash Flow Statements and looking for discrepancies.
•  Clearly and accurately documenting the execution of internal control procedures.
•  SEC filings (Forms, 10-K, 10-Q), U.S. GAAP, PCAOB audits and Statutory reporting, including the evaluation of internal controls under Sarbanes Oxley 404 and standalone reporting
•  Performed end to end audit procedures on accounts like Cash and Cash Equivalents, Accounts Payable, Accounts Receivables, Investments, etc.
•  Performed substantive testing and analytical procedures, to determine areas of significant reporting risk and earnings quality.
•  Testing the Revenue, Cash, Payroll aspects and selection of samples that represent the whole data of organization
•  Effectively reviewing the work performed by the first and second year staffs and formally communicating the review comments to the respective Managers on the engagement.