Sameer Katkar Email & Phone Number

I am a finance enthusiast with a strong academic background and a passion for continuous growth. My objective is to leverage my financial knowledge and skills to excel in a challenging role within your esteemed organization. With a Bachelor's degree in Business Administration (Finance) and a Master's degree in Finance, I have developed a solid foundation in financial principles and analysis.Work Experience:In my current role as an Associate at SS&C Technology, I am responsible for processing and reporting investor transactions, ensuring compliance with regulations, and maintaining accurate records. I have also gained experience in reviewing due diligence documents, interacting with hedge fund principals, and collaborating with internal teams to facilitate seamless transaction processing.Previously, as a Deputy Manager at ICICI Bank, I successfully monitored business performance, implemented cost-effective strategies, and generated revenue. I led monthly variance analysis, conducted revenue modeling, and achieved annual targets through effective planning and collaboration.Internships:During my summer internship at RAVI B. GUPTA & Co., I worked in a team analyzing equity research data and providing investment recommendations. I also interned at Bombay Management Association (BMA) as a Project Management intern and event in-charge, where I gained valuable experience in accounting, auditing, and project management.Certifications and Workshops:I have actively pursued professional development by obtaining certifications in Financial Markets, Understanding Financial Markets, Meeting Investor's Goals, Portfolio and Risk Management, Securing Investment Returns in the Long Term, and Python and Statistics for Financial Analysis. I am also AMFI certified and have attended various workshops and programs to enhance my knowledge and industry insights.Graduation Projects:Throughout my academic journey, I have undertaken projects focusing on consumer behavior towards mutual funds, ratio analysis in the pharmaceutical industry, and budgetary control in a manufacturing company. These projects allowed me to apply theoretical concepts to real-world scenarios and develop practical solutions.I am driven by a strong attention to detail, a persistent problem-solving mindset, and a commitment to maintaining a high level of accuracy. With proficiency in Python and MS Office, I possess the technical skills necessary for financial analysis and reporting.

Listed skills include Leadership, Microsoft Office, Management, Microsoft Excel, and 1 others.