Experience

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  Cmc ltd (tcs)

  Aug 2011 - Apr 2012

  Financial data analyst

  Analyse annual reports, extract important data with the help of bloomberg terminal that will help to make future analysis about the company's share price, eps, sales, net profit etc. cmc provide financial analysis to bloomberg.

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  Aditya birla finance

  May 2013 - Jul 2013

  Summer internship

  Summer internship at Aditya Birla Finance. Projects were ESOP financing and reducing TAT in loan against mutual fund process in operations.

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  Xl dynamics india pvt. ltd.

  Jan 2014 - Sept 2019

  Financial analyst

  Secondary Marketing:  Worked on document verification for hedging of mortgage loans Verification of trading and hedging of loans in the secondary market Pulling of trades and trades analysis Underwriting and Operations: Processing and Approval of Mortgage loans for SunWest Mortgage Company in US. Verification of borrower's earning, FICO, Payment history etc in order to approach borrower for refinance. Calculation of correct Pricing for the loan and verifying the rate at which loan is provided to the client from market. Verifying Documents like Title, Deed of trust and HUD-1 Taking decisions on rejection of Mortgage loan based on Company’s policy and agency guidelines. MIS Reporting: Providing MIS reports to provide feedback to the top management on business operations and performance of Loan officers. Preparing reports as per the requirement of investor which is based on production, product category, loan purpose and based on loans sold to investors. Work on compliance requirements on monthly basis. Show less

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  Ss&c globeop

  Aug 2019 - Apr 2022

  Associate manager

  Manage NYC team in valuation group, review their work and ensure timely delivery to client.  Daily, Weekly and Monthly Net Asset Value calculation of client’s portfolio.  Work on UAT testing for any new fund setup or client setup. Also testing on swap products.  Valuation of products like equities, SWAPs, CDS, IRS, FX-Forward and Spot using DCF model and Black and Scholes model.  Reconciliation of broker, vendors, custodian, banks and investment manager’s statements.  Performing MTM checks, resolving counterparty’s queries.  Verifying breaks in tolerance for securities and OTC products also verification of ratings.  Monthly billing preparation for client. Show less

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  Ubs

  Apr 2022 - now

  Group Finance- Valuation control and oversightSupporting the coordination of monthly IPV process, reporting IPV results to senior management and aggregating & analysing IPV, Fair Value Adjustments and Fair Value Hierarchy results for valuation reporting & external disclosure purposes.  Working on products like IRS, CDS, Fixed income bonds, Securitized products and FX products.  Maintain the integrity of the reporting processes and the IPV tool, including appropriate completeness controls, consistency / trending and gathering user feedback on improvements / design aspects.  Producing summary commentary on key valuation items including Independent price verification (IPV) results, reserve movements and valuation issues. The commentary needs to convey key messages to management, therefore going beyond factual reporting.  Assisting the team in preparation of monthly valuation packs and presenting them to global head of valuation control, and the Valuation Control product leads.  Managing projects related to consistency of valuations work across product teams and developing subject matter expertise on an internal newly built reporting tool. Show less

  • Authorised officer

    Apr 2022 - now

  • Authorised officer

    Apr 2022 - Apr 2023