Anuj Jain
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Anuj Jain Email & Phone Number

Aspiring Product Analyst | CFA Charter holder | Skilled in Data Analysis | Proficient in Excel | Focus on Superannuation, Managed Accounts and Funds | at Colonial First State
Location: Sydney, New South Wales, Australia 5 work roles 2 schools
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Role
Aspiring Product Analyst | CFA Charter holder | Skilled in Data Analysis | Proficient in Excel | Focus on Superannuation, Managed Accounts and Funds |
Location
Sydney, New South Wales, Australia
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Anuj Jain is listed as Aspiring Product Analyst | CFA Charter holder | Skilled in Data Analysis | Proficient in Excel | Focus on Superannuation, Managed Accounts and Funds | at Colonial First State, a company with 1280 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Anuj Jain.

Anuj Jain previously worked as Product Analyst at Colonial First State and Fund Accountant at Colonial First State. Anuj Jain holds Chartered Financial Analyst from Cfa Institute.

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Email format at Colonial First State

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Colonial First State

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About Anuj Jain

With over 10 years of experience in operations within the financial services industry, I am eager to transition into a Product Analyst role, bringing a wealth of knowledge in managed accounts, managed funds and superannuation. My operational background has provided me with a comprehensive understanding of financial products and a keen eye for process improvement and efficiency.Throughout my career, I have honed my skills in data analysis, data management, documentation, reconciliation using tools like Excel, Hi Portfolio, NXG, and FMS. My operational insights have successfully enabled me at both internal and external stakeholder management, risk management and regulatory compliance. I am passionate about leveraging my deep operational expertise to contribute to the development and optimization of financial products. My goal is to transition into a Product Analyst role where I can utilize my analytical skills to support others in the team with product data management, documentation for record keeping governance, decision making and drive business growth.I am particularly interested in roles that focus on investment management and the development of financial products such as managed accounts and funds. I am excited about the opportunity to bring a unique operational perspective to a product team and contribute to innovative solutions in the financial sector.

Current workplace

Anuj Jain's current company

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Colonial First State
Colonial First State
Aspiring Product Analyst | CFA Charter holder | Skilled in Data Analysis | Proficient in Excel | Focus on Superannuation, Managed Accounts and Funds |
australia
Employees
1280
AeroLeads page
5 roles

Anuj Jain work experience

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Product Analyst

Current

Sydney, New South Wales, Australia

Responsible for supporting others in the team with implementation of product changes including data management, documentation, and record-keeping governance for decisions in relation to commercial pricing.

Jun 2024 - Present

Fund Accountant

Sydney, New South Wales, Australia

Responsible to calculate timely and accurate unit prices and to maintain the underlying accounting records for wholesale and retail products. Ensure all cashflow transfer and reporting, BAS and associated Tax deliverables are met.

Jan 2022 - May 2024

Senior Cash Control Analyst

Sydney, New South Wales, Australia

Responsible for the daily reconciliation of various application & clearing accounts for First Choice, Essential Super & Group Super products. The focus is to manage the timely clearance of all reconciliation exceptions and accurately report outstanding items to our internal customers.

Jul 2019 - Dec 2022

Senior Financial Services Administrator

Sydney, New South Wales, Australia

Accountable for the facilitation and implementation of new pension applications, funds transfer requests across Colonial First State Unit Trusts, Superannuation and Pension products.

Jan 2015 - Jun 2019
Team & coworkers

Colleagues at Colonial First State

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2 education records

Anuj Jain education

Chartered Financial Analyst

Cfa Institute
FAQ

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What company does Anuj Jain work for?

Anuj Jain works for Colonial First State.

What is Anuj Jain's role at Colonial First State?

Anuj Jain is listed as Aspiring Product Analyst | CFA Charter holder | Skilled in Data Analysis | Proficient in Excel | Focus on Superannuation, Managed Accounts and Funds | at Colonial First State.

Where is Anuj Jain based?

Anuj Jain is based in Sydney, New South Wales, Australia while working with Colonial First State.

What companies has Anuj Jain worked for?

Anuj Jain has worked for Colonial First State and Ssj Finance & Securities.

Who are Anuj Jain's colleagues at Colonial First State?

Anuj Jain's colleagues at Colonial First State include Janet Zhang, Michael Priest, Naseef Yasar Karuvadan, Maria Asiata, and Annette Rodger.

How can I contact Anuj Jain?

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What schools did Anuj Jain attend?

Anuj Jain holds Chartered Financial Analyst from Cfa Institute.

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