Varun Mathur

Experience

• 

  Mansukh Securities & Finance ltd.

  Jan 2016 - Sept 2017

  Derivatives Analyst

  Proprietary desk trading in Future and OptionsHedging for the portfolio to counter risk in the marketGenerating new trading ideas, back testing them and assisting in the implementationVolatility Trading and Portfolio ManagementResponsible for daily profit and loss (MTM)To implement portfolio Greeks (Delta, Gamma, Vega, Theta and Rho) in trading and manage it into live market to make it profitable for the companyTo discover new strategies into the market depending upon current market situationAnalysis of the market situation and implementing strategies according to the situationTo find the value of the Portfolio in Future depending on different market scenarios Show less

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  Ameriprise Financial Services, LLC.

  Dec 2017 - Sept 2020

  Performing Validation Process to ensure the data is accurate.Working and delivering both Columbia Institutional and Retail Fund’s performance reports as well as RFI’s (Request for Information) and RFP’s (Request for Proposal).Managing the RFP process by allocating and communicating the data requirements from the Marketing team to Equity, Fixed Income, Composite and AUM teams.Reviewing the Performance for Annual, Semi-Annual and Prospects Reports for Columbia Mutual Funds published on Columbia Website.Delivering Adhoc requests, by extracting and calculating performance data catering India timing.Apart from the above, I am also performing basic activities like validation of data ensuring data integrity as well as return calculation. Show less

  • Senior Associate

    Jan 2020 - Sept 2020

  • Associate

    Dec 2017 - Dec 2019
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  Mercer India

  Sept 2020 - Dec 2021

  Investment Consulting Analyst
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  HSBC

  Dec 2021 - Jul 2022

  Assistant Manager

  OMRC & Best EX

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  Clearwater Analytics

  Jul 2022 - now

  Lead Reconciliation Associate

  As a Reconciliation lead I am responsible to manage a team to facilitate comparing of investment portfolio data from external sources with an advanced web-based system. Understanding financial concepts and apply them to reconciliation error to communicate effectively with internal & external parties for resolution.