Prince Jaiswal

Prince Jaiswal

Tax-Analyst

Followers of Prince Jaiswal952 followers
location of Prince JaiswalPune, Maharashtra, India

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  • Timeline

  • About me

    Senior Quantitative Research Associate at BNY Mellon

  • Education

    • Symbios college of Arts and Commerce

      2008 - 2011
      Bachelor's degree Business/Commerce, General
    • NHES

      2006 - 2008
      ISC (12th) Business/Commerce, General
  • Experience

    • KPMG

      Nov 2011 - Mar 2013
      Tax-Analyst

      1) Tax Reporting for International Expatriates,2) Preparation of Witholding tax computations,3) Responsible from arrival to exit formalities of expatriates relating to Indian taxation.

    • State Street HCL Secvices

      Jan 2014 - Jul 2014
      Analyst

      1) Preparation of Custom Reports (Daily, Weekly, Monthly and Quarterly) based on client portfolio data - Asset Exposure reports, Top holdings, calculation of Bond and Option exposure, portfolio characteristics and returns.2) Valuation reconciliation between reporting and accounting system and breaks resolution.3) Quality checking for standard and advanced reports delivered to clients.4) Daily Task allocation to team members.5) Reviewing reports prepared by junior team members.6) MIS and daily End of day status. Show less

    • AXA Business Services

      Jul 2014 - Dec 2015
      Analyst

      1) Preparation of Custom Reports (Daily, Weekly, Monthly and Quarterly) based on client portfolio data - Asset Exposure reports, Top holdings, calculation of Bond and Option exposure, portfolio characteristics and returns.2) Valuation reconciliation between reporting and accounting system and breaks resolution.3) Quality checking for standard and advanced reports delivered to clients.4) Daily Task allocation to team members.5) Reviewing reports prepared by junior team members.6) MIS and daily End of day status. Show less

    • SG Analytics

      Dec 2015 - Jul 2016
      Research Analyst

      1)Preparation of detailed Financial Model based on historical financial data.2)Forecasting and valuation; and preparing reports thereon.

    • BNY Mellon

      Jul 2016 - now
      • Senior Research Associate

        Jan 2022 - now
      • Lead Analyst

        Jun 2021 - Jan 2022
      • Senior Investment Analyst

        Sept 2019 - Jun 2021
      • Senior Compliance Analyst

        Sept 2018 - Sept 2019
      • Compliance Analyst

        Jul 2016 - Sept 2018
  • Licenses & Certifications

    • CFA (Chartered Financial Analyst) Level 3 Passed

      CFA Institute
      Aug 2018