Mahima Daniel Email & Phone Number

India

• Oversaw the end-to-end trade lifecycle, from execution to settlement, including trade confirmation and allocation.• Ensured accuracy by reconciling front office, middle office, and back-office records, and addressing any discrepancies and resolve trade-related issues.• Managed stakeholder relationships by acting as a liaison between front office, middle office and back-office teams.• Collaborated with technology and automation teams for process improvement and to enhance operational efficiency.• Ensured all processes comply with regulatory requirements and internal risk management policies, including regular updates to standard operating procedures (SOPs).

India

• Managed middle office and trade support functions, including trade affirmation using platforms like Omgeo CTM.• Performed daily and periodic reconciliation of client stock and cash positions.

Master'S Degree, Finance

- Investment Management (Equity), - Fixed Income Analysis (Bonds), - Capital Markets, - Corporate Valuation, - Corporate Finance.

Bachelor Of Commerce - Bcom

- Economics - Financial Accounting - Management Accounting - Mathematics and Statistics