Aditya Chikane

Experience

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  Prabhakar Plastic Industries - India

  Jun 2019 - Aug 2019

  Finance Intern
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  TresVista

  Dec 2020 - Dec 2024

  Analyst

  Preparing MS Word and PowerPoint based Investor Reports and Presentations for HNI Investors of the fund which reflects performance of their portfolio at different frequency, e.g. monthly reports, fortnightly reports and quarterly report. Also ad-hoc reports upon request.Assisting the investment research team, in spreading of financial statements and updating financial models on Excel with data extracted from financial databases viz Aladdin, Capital IQ, iLevelChecking the data sanity and accuracy ensuring accurate and timely reporting on fund performance and investment activities to maximize institutional investments and research coverage.Crafting Excel-based investor reports using both static and dynamic templates which is utilized by the different product teams for preparing investor reportsDiligently maintain the client report database on a monthly and quarterly basis to ensure timely delivery of fund reports, thereby enhancing client trust and satisfaction.Develop and update Standard Operating Procedures (SOPs) for newly transitioned tasks to ensure accuracy of the process and training the new resourcesTrained & Mentored new employees as part of peer-to-peer mentoring to ensure seamless onboarding, resulting in satisfactory performance in terms of data quality, improved productivity, and error free work.Oversee analyst quality checks to ensure accuracy and consistency in reporting Show less

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  MResult

  Jan 2025 - now

  Financial Analyst