About
Highly analytical and results-driven Hedge Fund Operations and Financial Data Specialist with 4+ years of experience in syndicated loan processing, NAV reporting, and multi-asset reconciliation. Expertly leverages Python, Power BI, and WSO to automate workflows, enhance reporting accuracy, and resolve complex data discrepancies within T+1 deadlines. Proven ability to drive operational efficiency, ensure financial data integrity, and contribute to strategic decision-making in fast-paced financial environments.
Work
Gurugram, Haryana, India
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Summary
Led syndicated loan operations, comprehensive daily NAV reporting, and complex reconciliation processes to ensure accurate portfolio performance and financial data integrity.
Highlights
Managed syndicated loan operations, including daily NAV reports, cash/position reconciliations, and WSO updates, ensuring accurate portfolio performance and financial data integrity.
Resolved reconciliation discrepancies within T+1 deadlines, processing over 200 loan drawdowns and 300+ rollovers, and investigating P&L variances for timely fund reporting.
Recorded all trade lifecycle events in WSO, validated portfolio mappings, and reconciled imported transactions (invoices, capital calls, distributions).
Engaged daily with clients to resolve issues and collaborated with cross-functional teams for audit support, month-end reporting, and compliance.
Enhanced workflow automation and process efficiency by identifying gaps and recommending system improvements in WSO and reconciliation tools.
Gurugram, Haryana, India
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Summary
Conducted multi-asset data reconciliation, P&L analysis, and operational support to enhance data integrity and boost process efficiency by 80%.
Highlights
Conducted position, cash, and trade reconciliation against prime brokers, maintaining data integrity and operational accuracy across multi-asset portfolios.
Investigated daily P&L fluctuations, correlated with trading activity, and executed corporate actions including symbol changes, stock splits, and mergers.
Analyzed portfolio holdings, NAV, balance sheets, and transaction summaries, enhancing insights by 80% for improved financial performance reporting.
Managed comprehensive data extraction, transformation, and entry processes, booking accruals/journals, and resolving client inquiries to boost process efficiency by 80%.
New Delhi, Delhi, India
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Summary
Performed financial data analysis, predictive modeling, and developed reporting dashboards to support strategic decision-making and compliance.
Highlights
Conducted financial data analysis and predictive modeling, achieving 80% forecasting efficiency for critical financial metrics.
Developed financial reporting dashboards that significantly aided strategic decision-making by 50-60%.
Evaluated insurance claim files to identify trends, discrepancies, and compliance issues, mitigating potential risks.
Processed and reviewed over 20 underwriting proposals for major insurers (Tata AIG, ICICI Lombard), preparing detailed RFQs and QCRs.
New Delhi, Delhi, India
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Summary
Reviewed financial documentation and marketing strategies, evaluated stock market products, and contributed to significant fund-raising efforts.
Highlights
Reviewed documentation for opening over 30 trading accounts and evaluated 5-7 stock market products/services.
Examined marketing strategies and client portfolios to contribute to a 40-50% fund raise through arbitrage trading.
Noida, Uttar Pradesh, India
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Summary
Developed an Inventory Management System, reducing manual stock work by 80% and implementing secure, real-time tracking capabilities.
Highlights
Built an Inventory Management System with add, delete, and update features, reducing manual stock work by 80% and enabling real-time tracking.
Integrated a user-friendly, multi-user interface with role-based authentication, validation, logging, and audit trails for secure stock management.
Awards
First Position - Debate Competition
Achieved first place in a debate competition, demonstrating strong communication and critical thinking skills.
Gold Medallist and Finance Topper - PGDM/MBA
Awarded By
Institute of Technology and Science
Recognized as the top performer in Finance during the Post Graduation Diploma program.
Scholarship Holder - PGDM/MBA
Awarded By
Institute of Technology and Science
Awarded a scholarship during the Post Graduation Diploma in Finance and Marketing program.
Gold Medallist - B-Tech.
Awarded By
ABES Engineering College
Recognized as a top academic performer during Bachelor of Technology studies.
Languages
English
Hindi
Skills
Data Analysis & Machine Learning
Machine Learning, Data Science, Exploratory Data Analysis, Hypothesis Testing, Inferential Statistics, Python (Pandas, NumPy, Matplotlib), SQL, Tableau, Power BI, Data Visualization & Reporting.
Financial Operations & Reporting
Syndicated Loan Processing, NAV Reporting, Cash & Position Reconciliation, Trade Lifecycle Management, P&L Analysis & Investigation, Workflow Automation, WSO (Wall Street Office), Bloomberg Terminal, Corporate Actions, Financial Statement Analysis, Financial Modelling, Financial Planning, DCF Valuation.
Project Management & Collaboration
Cross-functional Collaboration, Client Interaction, Audit Support, Compliance Reviews, Process Improvement, Workflow Automation, Problem Solving, Strategic Decision-Making.
Software & Tools
Microsoft Office (Word, Excel, PowerPoint), Python, SQL, Tableau, Power BI, WSO, Bloomberg Terminal.