Riddhi Vora Email & Phone Number

Mountain View, Ca, Us

Salt Lake City, Utah, United States

New York, United States

Newark, Delaware

- Served as primary contact for custodians, transfer agents, portfolio managers and internal teams requiring cash services- Responsible for process reengineering to reduce operational risks and setup controls in the cash management process- Analyzed overdrafts over $30,000 on a daily basis to determine responsible party for claims- Owned the daily overdraft monitoring process, saving over $100,000 in charges in 2017- Reduced expenses by at least $2,000 each month by ensuring purchases do not stay unfunded overnight- Acted as integration point between the transfer agent and front office to reconcile end of day fund balance- Assisted portfolio managers and client account managers in processing cash flows- Ensured cash sweeps in the right direction and amount at intraday fund cut offs

Newark, Delaware, United States

- Owner of Stable Value process, a niche retirement fund over $2 billion offered by numerous multinationals - Responsible for the reconciliation and shadow-booking of Seed Capital and Security Capital- Gathered daily liquidity updates of 30+ clients to maintain the database used to place daily trades- Recorded, calculated, processed and notified wrap providers of Stable Value trades- Produced and provided insights for various monthly reports such as cash flows and trade synopsis

Wayne, Pennsylvania

- Developed a proprietary database of over 200 hedge funds using a bottoms-up approach- Reviewed and analyzed existing and potential hedge funds; wrote a due diligence report on existing funds on a weekly basis to find the firm’s exposure to different markets- Improved process for updating and viewing portfolio performance data using automated Morningstar exports- Generated monthly research reports on topics including economic trends and banking industry - Designed and customized marketing materials like fact sheets and presentations to be distributed to clients

Greater Philadelphia Area

- Raised over $1 million as part of Kenney 2015 Finance team over a period of four months- Managed campaign database consisting of over 12,000 existing and potential donors - Responsible for ensuring fundraising efforts follow campaign finance laws, saving over $30,000 in fines- Conducted research to identify potential donors from over 20 donor lists, writing brief notes for topics of discussion for Kenney

Mumbai, India

- Provided audit services at corporate law services firm catering to public and private companies with a Share Capital of over $16,000 - Led a team of four audit trainees to conduct statutory audits (Secretarial, Share Capital, Compliance) of various clients including one of India's leading pharmaceutical companies, a public shipbuilding company and a stock broker firm at the Bombay Stock Exchange - Determined the scope of investigation required and examined the financial records to ensure reporting of transactions and compliance with laws and regulations for over ten audits - Prepared statutory reports (Compliance Certificate, Notice and Minutes of Annual General Meetings and Board Meetings) for over 30 companies - Created a standardized audit checklist to increase efficiency by 50% during audits for the benefit of the firm

Master'S Degree, Investment Management, 3.8

Activities and Societies: Member, Temple University Investment Association and Financial Management Association, 2014-Present

Bachelor'S Degree, Business/Commerce, General, 3.2

High School