Candidate Information | Title | Risk Assessment Team Members | Target Location | US-NJ-Parsippany | | 20,000+ Fresh Resumes Monthly | |
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| | Click here or scroll down to respond to this candidateTrack record in utilizing financial modeling, forecasting, and data visualization techniques to streamline financial processes and enhance profitability.Instrumental in conducting in-depth financial research, trend analysis, and risk assessment to support strategic planning and resource allocation.Skilled in communicating financial information to financial and non-financial stakeholders and fostering a collaborative and data-driven decision-making environment.Adept at collaborating cross-functionally with team members to deliver robust solutions for cost reduction and financial performance optimization.Proven success in creating, presenting, and maintaining reports by using available tools and technologies.Expert at reviewing and analyzing large data with statistics to support senior management in making predictions.Demonstrated success in employing knowledge of Microsoft Excel, Outlook & Word, Blackrock's Aladdin,and BNY Eagle application.Areas of ExpertiseProject Management Change ManagementProcess Improvement Training & MentoringData Analysis & Reporting Cross-Functional CollaborationCareer ExperienceFinancial Reporting & AnalysisRisk Assessment & MitigationInvestor / Client RelationshipNorthern Trust Investments Inc. (Asset management business), Jersey City, NJ2022 PresentAssociate (Investment Performance & Reporting)Ensure accuracy of performance data and identified potential impacts on portfolio returns in close collaboration with data management and reporting teams.Coordinating client reporting deliverables and ad-hoc reporting requestsManage monthly and quarterly performance reporting for all accounts and strategies under Fixed Income asset classCalculation of portfolio level performance and work closely with various investment teams, marketing and senior leadership on performance reporting ad-hoc analysisCoordinate with portfolio managers to address additional requirements and discrepancies for precise performance reportingConduct thorough performance evaluations of investment portfolios on monthly basisLeverage advanced knowledge of Blackrocks Aladdin to collect and assess benchmark data.Northern Trust Company (Asset servicing business), Tempe, AZ 2019 2022 Senior Associate, Alternative InvestmentsSpearheaded overall aspects of adoption and integration of Alternative Life Cycle Engine (ALE). Provided assistance on intricate transitions for clients entering custodian business for the first time. Supported new business consultants and high-profile wealth management clients throughout transition process. Coordinated with fund companies and client servicing team in managing internal meetings and daily operations to drive company performance.Trained and mentored new and existing team members on standard and exceptional procedures.Engaged with a diverse portfolio of new clients in various regions, including NA, EMEA, and APAC.Supervised end-to-end facets of highly sensitive and challenging client accounts.P a g e 1 2Ernst & Young LLP, India 2015 2016 Financial Analyst (Transaction Advisory)Facilitated coordination with the Dallas-based team, and conducted comprehensive desktop reviews. Utilized graphical representations to present financial data and prepared final reports adhering to EY's professional standards. Provided recommendations based on financial analysis, including ROI and NPV calculationsAcquired advanced knowledge of core operations of target companies, including market trends.Played a pivotal role in several buy-side deals by providing financial data analysis.O.P Bagla & Co., India (Equivalency of a CPA firm) 2012 2015 Audit AssociateCarried out independent tests and reviews of accounting records and transactions. Conducted in-depth stock audits and verification for both industrial and consumer goods. Assisted in the creation of presentations for the audit committee to meet and exceed company-set objectives.Developed and executed analytical abilities as well as maintained thorough audit documentation.Executed inclusive insights of Indian GAAP, tax audits, and control assessments to drive overall performance.EducationBachelor of Commerce: Majors - Accounting, Finance, and BusinessUniversity of Delhi, India, 2012Bachelor of Science in AccountingDeVry University, Phoenix, 2018-19P a g e 2 2 |