Puneet Tholia

Experience

• 

  ICICI Brokerage Services Limited

  Feb 2007 - May 2007

  Trainie

  Analysis of mutual funds Schemes (Hybrid)

• 

  Copal partners Ltd

  Apr 2008 - Apr 2009

  Research Analyst

  Creating and maintaining Microsoft excel based financial models using company fillings and other internet based databases. Creating and maintaining equity research reports on domestic and international companies. Creating and maintaining Company Profiles, Memos & Industry Newsletters

• 

  Copal Partners

  Apr 2008 - May 2009

  Senior Research analyst

  Financial Modelling and equity research

• 

  HSBC

  May 2009 - now

  Global Finance Operations with HSBC GurgaonGathering business requirements and converting them into functional and technical specifications.Development of TI processes and rules to extract – transform – load data into cubes according to the business requirements.Provide Level 2 support and appropriate resolution to the Helpdesk on user queries. Building and maintaining element hierarchies/dimensions/cubes/rules etc as per the business requirements.Working on Dimension Worksheets (.xdi) and Rule Worksheets (.xru) to maintain dimensions and rules.Maintaining Macro based Submission Input Template, Journal Input Templates, and Output Reports.Development of TIs to interact with other systems (i.e. DB2) by writing SQL scripts, creating variables, passing parameters, using views and subsets.Setting up user security for different user groups.Creating support documents such as user guide, admin guide and other process specific training documents Show less Global Finance Operations with HSBC GurgaonGathering business requirements and converting them into functional and technical specifications.Development of TI processes and rules to extract – transform – load data into cubes according to the business requirements.Provide Level 2 support and appropriate resolution to the Helpdesk on user queries. Building and maintaining element hierarchies/dimensions/cubes/rules etc as per the business requirements.Working on Dimension Worksheets (.xdi) and Rule Worksheets (.xru) to maintain dimensions and rules.Maintaining Macro based Submission Input Template, Journal Input Templates, and Output Reports.Development of TIs to interact with other systems (i.e. DB2) by writing SQL scripts, creating variables, passing parameters, using views and subsets.Setting up user security for different user groups.Creating support documents such as user guide, admin guide and other process specific training documents Show less

  • Manager

    Dec 2012 - now

  • Assistant Manager

    Nov 2011 - Nov 2012

  • Finance Executive

    May 2009 - Nov 2011