Parsonav Kaur Chopra

Experience

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  Strugence Group

  Apr 2016 - Jun 2016

  Summer Intern

  As an intern at sturgence, I prepared analysis sheets on the profiles of lenders of real estate. I performed a survey with companies like DHFL,Edelweiss,IDFC Bank, Bank of India,etc. about how they allocate the sources of funding for their real estate affairs, I was dully appreciated for my performance at this institution.

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  Oil & Natural Gas Corporation Limited (Ongc)

  Jun 2016 - Aug 2016

  Intern

  At ONGC, as a part of my survey project of college I was a trainee who performed a comprehensive analysis on the financial on the financial growth of ONGC as a company post liberalisation. I was given an opportunity to study the economical, environmental and technological factors that altogether helped the organisation grow financially to what it is today.

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  Morningstar

  Feb 2021 - now

  Operations Associate

  ➢ Reconciled positions and cash for Accounts holding various portfolios in stocks, fixed income, mutual funds and other securities back to custodies (SCH, TDA, PER, FID and DST) imports, resolving discrepancies and troubleshooting data issues.➢ Interpretation and calculations of ratios of different corporate actions such as splits, mergers, spin offs, stock dividends and distributions ensuring accurate impact on every portfolio.➢ Efficiently managed portfolio reconciliation for Morningstar Investment Services for clients across all the Custodians➢ Assisted the trades team in linking accounts to the required strategies prior to trading and collaborated with IT team to automate the process.➢ Handled additional AD Hoc activities including Historical imports and File Downloads➢ Conducted trade reconciliation for cash and position ensuring alignment with custodian records and our database on APL Recon Screen (Blue Screen).➢ Collaborated with the Ad-Sales Operations team to transition monthly billing activity for the contracts related to Ads displayed on the Morningstar website. Show less