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Sweta S.

Sweta S.

Trainee

Followers of Sweta S.5000 followers
location of Sweta S.Kolkata, West Bengal, India

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  • Timeline

  • About me

    Associate 2 Global Risk & Compliance,PwC, Ex- Citi, MBA, NISM, NCFM Certified

  • Education

    • National gems higher secondary school

      2000 - 2014
      Higher secondary Biological science

    • Bengal Institute of Business Studies

      -
      MBA Accounting and Finance

    • University of Calcutta

      -
      Bachelor of Science - BS

  • Experience

    • ICRA Analytics Ltd

      Sept 2019 - Mar 2020
      Trainee

      Part of the Govt of India project to rate ITI colleges across India.

    • Globsyn-3rdLife

      Apr 2020 - May 2020
      Retainer (Data annotator)

      Machine learning and data annotations

    • Citi

      Jun 2020 - Jan 2022
      Operations Officer

      Responsible for North American business operations including handling of multiple accounts and updating them via CAT tool.

    • Finlatics

      Nov 2021 - Dec 2021
      Investment Banking Analyst

      Investment banking and Financial modelling

    • Morningstar

      Jan 2022 - Jan 2023
      Operations Analyst

      Quality checking of Morningstar data via SQL and post audit solving complex financial queries of clients.

    • FactSet

      Apr 2023 - Nov 2023
      Advisor, client solutions

      Solving complex problems of Buy-side clients globally and building personalized screening models including charting using Factset Workstation, a platform akin to Bloomberg Terminal along with building reports in Excel.Handled 1000+ complex queries with research and analysis.Collaborated and coordinated with Factset's clients(wealth managers, investment bankers, portfolio managers, etc) on their projects.

    • PwC Acceleration Centers in India

      Jan 2024 - now
      Associate 2 Risk Management Generalist(Global Risk & Compliance)

      Assessing risk of unassigned sanctioned & non-sanctioned territories.Relationship checking of various entities under UAT.Part of Enterprise Governance, Risk and Control team to conduct Engagement Compliance Review/ post tax filing audit for East and West African clients.Building data models using Power BI.Creating new presentations on the GRM newsletter.

  • Licenses & Certifications

    • MS Excel

      Learn Train & Lever Pvt Ltd. (ASWINI BAJAJ)

    • NCFM Capital Market dealers module

      NSEIT LIMITED

    • NCFM Commercial Banking

      NSEIT LIMITED

    • StartUp Challenge (Winner)

      BIBS

    • NCFM Technical Analysis module

      NSEIT LIMITED

    • NISM Va mutual fund

      National Institute of Securities Markets (NISM)

    • NCC A certificate

      National Cadet Corps

    • NISM Investment Advisory level 2

      National Institute of Securities Markets (NISM)

    • NISM VIII Equity Derivative

      National Institute of Securities Markets (NISM)

    • NISM Investment Advisory XA Level 1

      National Institute of Securities Markets (NISM)

  • Honors & Awards

    • Awarded to Sweta S.
      PwC recognised for Enable Client Focus PwC Nov 2025
    • Awarded to Sweta S.
      PwC recognised for Enable Client Focus PwC Oct 2025
    • Awarded to Sweta S.
      PwC recognised for Enable Client Focus - Sep 2025
    • Awarded to Sweta S.
      PwC recognised for Enable Client Focus - Sep 2025
    • Awarded to Sweta S.
      PwC recognized for "Care" PwC Jun 2025
    • Awarded to Sweta S.
      PwC recognized for "Make a difference" PwC May 2025
    • Awarded to Sweta S.
      PwC Recognized for "Work together" PwC Jun 2024 Support in the UT (Rel Check and IA) and GRM Newsletter process.
    • Awarded to Sweta S.
      Global Support Award-September 2023 FactSet Oct 2023 Award for highest productivity for the month
    • Awarded to Sweta S.
      Monthly recognition- Productivity July 2023 - Jul 2023 Highest productivity for July 2023
    • Awarded to Sweta S.
      Global Support Award- June 2023 - Jun 2023
    • Awarded to Sweta S.
      Global Support Award- May 2023 FactSet May 2023 Achieving highest productivity percentile in the month.
    • Awarded to Sweta S.
      Citi Gratitude Award- Appreciation towards your initiatives Citibank Jun 2021
    • Awarded to Sweta S.
      Citi Gratitude Award - Lives our values Citibank Apr 2021
    • Awarded to Sweta S.
      Citi Gratitude Award - Delivers Results Appreciate your commitment towards work Citibank Dec 2020
    • Awarded to Sweta S.
      Citi Gratitude Award - Works as a partner Citibank Nov 2020
    • Awarded to Sweta S.
      Central Quarterly Award PwC
    • Awarded to Sweta S.
      PwC recognised for Enable Client Focus -
    • Awarded to Sweta S.
      PwC recognized for "Enable Client Focus" PwC