Ashish Sandhu

Ashish Sandhu Email and Phone Number

Trade Operations Specialist at Breckinridge Capital Advisors @ Breckinridge Capital Advisors
Weymouth, MA, US
Ashish Sandhu's Location
Weymouth, Massachusetts, United States, United States
About Ashish Sandhu

Having had a childhood in an Indian business family, surrounded by the hustle and bustle of the machines manufacturing wires and deals being made, I knew business and finance would be my cup of tea!  Under the vast amount of business acumen entailed through personal experience of both by my dad and uncle (owners), I instantly grew to love the idea of understanding the inner workings of businesses and understanding the ins and outs. Being young and naïve gave me the ability to genuinely be curious and ask questions. These questions ultimately lead me to read and explore, eventually to realize the five main parts of effectively understanding any business, as stated very nicely in The Personal MBA by Josh Kaufman: Value Creation, Marketing, Sales, Value Delivery, and Finance. Each segment adds a key part to the business system, and without either of them a business wouldn’t be a business. Each turnkey throughout these steps ultimately led to turning something valuable (service or product) into a monetary amount. Finance not only became interesting to me, but also became a necessity through which I would be able to answer the questions of figuring out the inner workings of any business. I chose to explore the finance field and once I got my acceptance letter to University of Massachusetts – Amherst in the prestigious Isenberg School of Management, I was more than thrilled to declare my major in finance, with a core track leading towards financial analysis. Over my college career, I was able to learn about financial modeling and different types of analysis including discounted cash flow analysis, comparable analysis, and credit analysis. As my college career grew and I graduated, I am now looking to take my academic knowledge and keep growing it through industry experience!

Ashish Sandhu's Current Company Details
Breckinridge Capital Advisors

Breckinridge Capital Advisors

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Trade Operations Specialist at Breckinridge Capital Advisors
Weymouth, MA, US
Website:
breckinridge.com
Employees:
95
Ashish Sandhu Work Experience Details
  • Breckinridge Capital Advisors
    Breckinridge Capital Advisors
    Weymouth, Ma, Us
  • Breckinridge Capital Advisors
    Trade Operations Specialist
    Breckinridge Capital Advisors Sep 2022 - Present
    Boston, Ma, Us
  • Gw&K Investment Management
    Operations Specialist - Trade Settlements
    Gw&K Investment Management Jan 2021 - Sep 2022
    Boston, Massachusetts, Us
    Assisted to train new hires to back fill the corporate action positionsReconciled international banks and handle foreign exchanges between different fundsExpedited trades along the different communication channels of the Trade Life CycleWorked alongside traders, brokers and dealers to post, amend and settle both domestic and international tradesResearched, resolved and escalated settlement related issues to custodians/brokers to minimize risk and settle trades in a time sensitive mannerCreated and delivered holdings/positions reports to custodians and used various DTCC products to help assist with issues that arose
  • Gw&K Investment Management
    Operations Specialist - Equity/Corporate Bonds Corporate Action/Proxies
    Gw&K Investment Management Jun 2019 - Jan 2021
    Boston, Massachusetts, Us
    Responsible for equity and corporate bond corporate actions (Splits;Exchange/Tender offers;Call redemption; Dividend/Accrual income, etc.)Collaborating with Equity traders, PM’s and PA’s to process corp act in a time effective mannerReconciled custodian cash and trade data to internal recordsReconciled proxy votes and communicated with custodians, proxy edge and the PAs to help resolve any issues in a timely mannerAssisted in helping train new hires to back fill for Muni corp act and proxy votingCreated and delivered fund related proxy reports to the PA so they can further communicate with the clients
  • Gw&K Investment Management
    Operations Specialist - Muni Corporate Action/Proxies
    Gw&K Investment Management Feb 2019 - Jun 2019
    Boston, Massachusetts, Us
    Responsible for performing Muni corporate action (Calls/redemption; Exchanges; Accrual income, etc.)Collaborated along with Muni traders/ PMs and PA’s to process actions Reaching out to the custodians/Bloomberg to correct/modify corporate action detailsReconciling custodian data to internal records for client accountsVoting for Proxies and helping resolve discrepancies that might arise.
  • State Street
    Corporate Actions - Investment Management Operations Analyst
    State Street May 2018 - Feb 2019
    Boston, Massachusetts, Us
    Researched, evaluated, managed and timely processed Corporate Action information of foreign securities and international marketsAnalyzed, interpreted and reconciled SWIFT MT564 and MT568 notifications as received from global custodian versus customer positions held at back-office systemsLeveraged various market sources to ensure the information associated to each Corporate Actions event is up to date on our internal serversCoordinated with off shore teams, both internal and external contact persons to maintain and validate information related to each CA event, further ensuring timely and accurate delivery of information while minimizing any adverse financial impactsSupported clients by answering CA related inquiries, managing event deadlines, and coordinating event volumes with off shore teams
  • State Street
    Trade Processing Analyst
    State Street Jan 2017 - May 2018
    Boston, Massachusetts, Us
    Analyzed and processed 30-40 trades an hour, while maintaining 99.86% accuracyActively learnt new and additional tasks to help create daily trade reportsAssisted an Associate 2 in learning and performing their responsibilities while they were on leave Escalating unresolvable trade errors, in a proficient and professional manner using State Street specific software such as IMT and ISMResearched trade errors using MCH and solved inquiries regarding trade errorsAssisted in training 3 different groups of new hires
  • Lux Dental Inc
    Accounts Associate
    Lux Dental Inc May 2016 - Sep 2016
    Us
    Promoted from full time Intern to Accounts AssociateCollaborated diligently with the Vice CFO to making sure the invoices are paid and entered into Intuit Quick-Books in an organized and time-efficient mannerIndependently managed the financial responsibilities for a month, while CFO was on leaveUtilized Microsoft Excel to create and manage patient payment plansCalculated payroll through soft-wares including Patterson-Eagle-soft and Quick-BooksTrained two new interns, on Lux Dental finances and how to efficiently create and managefinancial reports

Ashish Sandhu Skills

Microsoft Word Microsoft Excel Powerpoint Leadership Time Management Microsoft Office Public Speaking Teamwork Research Social Media Microsoft Powerpoint Customer Service Data Analysis Management Social Networking Finance

Ashish Sandhu Education Details

  • Isenberg School Of Management, Umass Amherst
    Isenberg School Of Management, Umass Amherst
    Master Of Business Administration - Mba
  • Isenberg School Of Management, Umass Amherst
    Isenberg School Of Management, Umass Amherst
    General
  • Weymouth High School
    Weymouth High School

Frequently Asked Questions about Ashish Sandhu

What company does Ashish Sandhu work for?

Ashish Sandhu works for Breckinridge Capital Advisors

What is Ashish Sandhu's role at the current company?

Ashish Sandhu's current role is Trade Operations Specialist at Breckinridge Capital Advisors.

What schools did Ashish Sandhu attend?

Ashish Sandhu attended Isenberg School Of Management, Umass Amherst, Isenberg School Of Management, Umass Amherst, Weymouth High School.

What are some of Ashish Sandhu's interests?

Ashish Sandhu has interest in Social Services, Children, Economic Empowerment, Environment, Poverty Alleviation, Science And Technology, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Ashish Sandhu known for?

Ashish Sandhu has skills like Microsoft Word, Microsoft Excel, Powerpoint, Leadership, Time Management, Microsoft Office, Public Speaking, Teamwork, Research, Social Media, Microsoft Powerpoint, Customer Service.

Who are Ashish Sandhu's colleagues?

Ashish Sandhu's colleagues are Bobbie Stivers, Erin Nicholls, Cfa, Mitchel J. Syp, Denise Thompson, Ashley Breault, Michael Bonanno, Ruth Ducret.

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