Pranav Jalan, Cfa Email & Phone Number

Chartered Financial Analyst (CFA) with valuable experience in the Financial Services Industry and particularly in capital markets. Demonstrated proficiency in understanding and improving processes and operations within different business functions. Helped business users achieve efficiency and reduce cost by assessing current and future state, identifying risks, and designing business processes.• Analyzing and interpreting data. Publishing reports in Power BI that can be used by decision makers.• Identifying, analyzing and implementing various corporate actions such as merger and acquisitions (M&A), as part of the Corporate Action team.• Handling Fundamental data, universe management, float calculation, GICS, and capital market• Solicitation of client feedback to enhance various index methodologies, helping clients replicate the indices more effectively and reducing tracking error and reverse turnovers.• Support User Acceptance Testing and create needed documents for training• Translate and simplify customer requirements and provide direction to the development team.• Agile/Scrum and Waterfall Model, SaaS – software-as-a-service solutions like Salesforce, leading and managing complex projects, resource estimations, managing dependencies and scope, risk management• Use Case documents and diagrams, Solution design documents, impact analysis with plan and approach, flow charts, business process workflows, requirement traceability matrix, FSD, BRD, functional and non-functional requirements

Listed skills include Business Strategy, Business Development, Financial Modeling, Analysis, and 7 others.