Key Result Areas:- Oversee the activities of workers; hire, train, evaluate the performance of employees; and to ensure that the company is on track to meet its goals. - Prepare reports by collecting, analyzing, and summarizing operational data and trends. - Prepare monthly Profit and loss report by product; evaluating capital requirements, capital ratios and leverage ratios. - Scheduling monthly meetings with the departments to discuss opportunities, budget, and business… Show more Key Result Areas:- Oversee the activities of workers; hire, train, evaluate the performance of employees; and to ensure that the company is on track to meet its goals. - Prepare reports by collecting, analyzing, and summarizing operational data and trends. - Prepare monthly Profit and loss report by product; evaluating capital requirements, capital ratios and leverage ratios. - Scheduling monthly meetings with the departments to discuss opportunities, budget, and business concerns. - Liaise regularly with the business partners, Brands and stakeholders to discuss the development, challenges and evaluate mitigating actions where required. Show less

Client Benchmarking: -Established/developed an end to end process to benchmark U.S. based clients with industry & peers and provide a recommendation for key performance indicators (KPI) or financial ratio to monitor. - Awarded Outstanding Contribution Award in the year 2016 for successfully integrating the ‘Internal Audit Benchmarking’ methodology in the US engagement process. - Visited US during Pre Integration (2016) and post integration (2017) of the Benchmarking process… Show more Client Benchmarking: -Established/developed an end to end process to benchmark U.S. based clients with industry & peers and provide a recommendation for key performance indicators (KPI) or financial ratio to monitor. - Awarded Outstanding Contribution Award in the year 2016 for successfully integrating the ‘Internal Audit Benchmarking’ methodology in the US engagement process. - Visited US during Pre Integration (2016) and post integration (2017) of the Benchmarking process for providing knowledge sessions during ‘Annual Risk Advisory Conference’. - Developed and designed standard benchmarking templates to be used for Industrial & consumer products, financial institutions/Banks and created excel based automated templates for each industry using databases like S&P Capital IQ, S&P Market Intelligence, First Research and RMAU. - As an ongoing process, provide advisory services to US engagement teams including preparation of engagement specific benchmarking reports on clients and related industry; identify top risks within each industry by referring to analyst reports, company databases & web searches. - Prioritize data gathered from analyst reports into Benchmarking report template to provide valuable guidance on sector/industry specific developments to client service leaders. Home Mortgage Disclosure Act (HMDA): Based on discussions with US team, started a new work type - Review of Loan Application Register (LAR) of the mortgage loan files provided by the US based RSM client. Bank Secrecy Act / Anti Money laundering (BSA/AML) - OFAC filing for Natural person accounts and organizations to report blocked or rejected transactions in electronically form to the United States Department of the Treasury website. - Performed World Check searches for RSM US’s financial institutions clients to identify Politically Exposed Persons (PEPs) and heightened risk individuals and organizations around the world. Show less

- Setting up and maintaining portfolios on Aladdin, Blackrock’s Proprietary trading system.- Maintained Counterparty setups including Broker desks and settlement instructions.- Processed Issuer setups and changes (involves intra - team communication to process request)- Prepared monthly and quarterly SLA reports for external Aladdin clients.- Ensuring budgeting, forecasting and analysis requirements are achieved in predefined quality and timeline.- Prepared weekly and… Show more - Setting up and maintaining portfolios on Aladdin, Blackrock’s Proprietary trading system.- Maintained Counterparty setups including Broker desks and settlement instructions.- Processed Issuer setups and changes (involves intra - team communication to process request)- Prepared monthly and quarterly SLA reports for external Aladdin clients.- Ensuring budgeting, forecasting and analysis requirements are achieved in predefined quality and timeline.- Prepared weekly and monthly work in progress vs Budget (WIP vs Budget) analysis reports to be sent to Partners and directors internally.- Accurately recorded all metrics related to work to enable management to have a good view of team productivity and efficiency.- Partnered with Business operations teams globally to present a consistent client experience catalyzing a common culture.- Technical Support: modifying existing Perl scripts, ad-hoc SQL queries, etc. Show less

- Assisted U.S. based Portfolio Managers in Portfolio administration work of their clients by providing them solutions related to different work-types which include:Client Presentation, Performance Measurement, Overlap Analysis of Client’s Portfolio at Holding level & Tax lot Level, Wealth Planner Proposal, Bond/Fixed Income Reports, Portfolios Comparison & Blend Reports, Regulation 9 (Reg-9) review of client’s portfolio.- Analyzed Portfolios and funds v/s their respective… Show more - Assisted U.S. based Portfolio Managers in Portfolio administration work of their clients by providing them solutions related to different work-types which include:Client Presentation, Performance Measurement, Overlap Analysis of Client’s Portfolio at Holding level & Tax lot Level, Wealth Planner Proposal, Bond/Fixed Income Reports, Portfolios Comparison & Blend Reports, Regulation 9 (Reg-9) review of client’s portfolio.- Analyzed Portfolios and funds v/s their respective primary & secondary Benchmarks using Back-testing and Attribution analysis.- Prepared Independent Equity Research Reports (IR’s) using data from various Analysts’ reports and Fund’s fact sheet.- Performed portfolio related multiple Ad-hoc requests using different databases like Bloomberg, FactSet, Morningstar, First Rate Advisor, Wealth Management Online, PSN Informa and Thomson Reuters.- Performed Quality Check (QC) of different Adhoc Requests, Client Presentation, Performance Measurement and Fixed income Reports to ensure that the transaction is in compliance with the predefined parameters of quality, risk and time.- Handled different projects based on VBA’s & Macros, which improved process efficiency. Show less

• Chronological development of Derivatives In India• List of Stocks whose futures are traded in F&O market• Application of F&O• Benefits of F&O• World’s top 10 Trading Losses• Total Loss Till now (both Indian and Global level)• Are they weapons Of Mass Destruction?