Deep Enrich
Manya Jain, CFA, CAIA
Business Analyst Intern
7000 followers
Delhi, India
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About me
CAIA Charterholder | CFA Level 3 Aug’24 Candidate
Education
CFA Institute
2022 -Chartered Financial Analyst - CandidateLevel 1: PassLevel 2: Pass
Institue and Faculty of Actuaries
2016 - 2019Actuarial ScienceCleared Exams: CB1 (Business Finance), CM1 (Actuarial Mathematics), CS1 (Actuarial Statistics)
Delhi University
2016 - 2019Bachelor of Arts - BA Hons. Economics
Experience
Firestorm Advisory
Nov 2017 - Jan 2018Business Analyst Intern
TresVista
Aug 2019 - Oct 2021Senior Analyst, Research and Investment
Jul 2021 - Oct 2021Analyst, Research and Investment
Aug 2019 - Jun 2021
Oxane Partners
Oct 2021 - Apr 2023Associate - Portfolio ManagementKey areas of responsibilities include:- Onboarding client's investment portfolio by reviewing and interpreting legal agreements, understanding servicer or trustee reporting- Supporting clients in monitoring the risk and exposure of transactions- Calculating and monitoring various metrics such as covenants, concentration limits, and eligibility criteria- Leading daily operations and ensuring all deliverables are accurate and timely- Working with the Business Analyst and Implementation team to ensure the data and logic on proprietary platforms are accurate- Mentoring and guiding team members to improve their overall learning curve- Providing enhanced surveillance of the client's portfolios and share critical aspects with respect to overall performance proactively- Standardize and streamline processes to increase efficiency and create standard operating procedures for deliverables Show less
Wipro
May 2023 - nowAnalyst - Structured Credit
Licenses & Certifications
- View certificate
CAIA Charterholder
CAIA AssociationNov 2022
- View certificate
CFA Level II
CFA InstituteOct 2023
Languages
- hiHindi
- enEnglish
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