Priti Chavan Email & Phone Number

As a dynamic financial analyst, I am driven by results and specialize in portfolio management. I have a Master of Management Studies (MMS) in Finance from Alkesh Dinesh Mody Institute for Financial & Management Studies, Mumbai, where I majored in Finance with a CGPA of 9.53. I also hold a Bachelor of Science (B.Sc.) in Chemistry from Savitribai Phule Pune University.At SS&C GlobeOp (Advent), I am an Associate in Asset Management and Alternatives, with a focus on portfolio management, accounting, and reporting. My responsibilities include handling cases in APX, Dataport, Genesis, and Salesforce, reconciling trades, cash, and position accounts against custodian data for clients across the US, and verifying and processing corporate actions. I am also experienced in Advent Applications like APX, Moxy, dataport, Import-Export utility, and REX.My proficiency in MS Office and Google Workspace, as well as my strong research and analytical skills, enable me to perform tasks with exceptional efficiency. My excellent communication and interpersonal skills, fluency in English, Hindi, Marathi, and my pursuit of Level A2 in German, allow me to work closely with clients and colleagues from diverse backgrounds. In addition, my experience as a Placement Committee Co-ordinator at Alkesh Dinesh Mody Institute for Financial and Management Studies demonstrates my leadership abilities and drive for success.With my skills, experience, and passion for excellence, I am confident that I can add value to any dynamic organization seeking a committed and driven financial analyst.

Listed skills include Leadership, Management, Communication, Microsoft Excel, and 3 others.