Heli Shah

Experience

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  IIFL (India Infoline Group)

  May 2015 - Jun 2015

  Analyst

  Internship for 2 months

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  Morgan Stanley

  Aug 2016 - Apr 2021

  Financial Analyst

  Internal Entitlements and Risk Management - Processing internal requests for accesses to various external trading platforms and Morgan Stanley systems. Also maintaining existing internal accounts.Risk Management by way of ensuring Compliance policies and procedures are adhered. Participate inPeriodic Entitlements Reviews like High Risks Transfers, Segregation of Duties, Business Entitlements reviews etc across Fixed Income and Commodities. tracking role changes for Internal Employees. Following specified procedures for different platforms, applications and products, managing multiple queues throughout the day, and ensuring delivery within established SLAs. Participating in / responding to periodic entitlement audit inquiries and reviews.Research Entitlements - Enabling users to view Morgan Stanley Research other services on External Vendor platforms which includes Bond Hub (also known as Market Hub), Bloomberg, Thomson Reuters and Capital IQ via Morgan Stanley Website known as Client Link and Matrix Portal. Also liaised clients’ sales coverage and with vendors to remediate any issues related to client/product setup.E-trading entitlements - Enabling institutional clients based in the United States, Europe and Asia to trade Fixed Income products like Euro & US - Government and Credit Bonds, Interest Rate and Credit Default Swaps on various Third party platforms such as MarketAxess, TradeWeb and Bloomberg. Show less

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  JPMorganChase

  Dec 2021 - now

  Team Leader