Dedicated Finance professional currently working at HSBC Global Research specialising in MIFID II service reporting, client activities analysis, and risk mitigation for over 150+ clients. I’m passionate about enhancing client service by streamlining data processes, improving output quality, and providing detailed market insights.In my current role, I collaborate closely with IT, business intelligence teams, vendors, and stakeholders to maintain and update key dashboards that support client activities reporting and maintaining internal CRM system.I also provide data analysis for HSBC Global Researchs’ market events, including roadshows, field trips, and industry expert sessions. With a strong background in client service, financial analysis, and process improvement, I continuously strive to deliver value to both internal teams and external clients.Looking ahead, I’m keen to explore roles in investment banking, equity research, and other areas where I can leverage my analytical skills and financial acumen. I am eager to further develop my expertise in these areas and make a meaningful impact in the finance industry.
-
Assistant ManagerHsbcBengaluru, Ka, In -
AssociateHsbc Aug 2022 - PresentBengaluru, Karnataka, India•MIFID II service reporting, identifying and mitigating risk.•Client service/activities reporting of clients as per MIFID II to various aggregators and as per client recommended format.•Streamlining data input process thus enhancing output data quality, revenue and positive client feedback.•Collaborating with IT/BI, vendors and stakeholders.
-
Associate Engagement SpecialistEze Software (Ss&C Eze, A Unit Of Ss&C Technologies) Apr 2021 - Aug 2022•Analyze, assist and resolve various Financial and technical queries ranging from NAV, P&L Reporting, Eze OMS Integration, Bloomberg Data feed, Performance & Risk Trade information & Export to cover the full Trade Lifecycle process.•Providing support for all the users of Eze Portfolio management Software in the hedge fund industry across multiple Vanilla/Exotic asset classes ranging from Equities, Fixed Income, FX & Derivatives •Liaising with the Development team to find fixes & enhancement solutions for issues raised by foreign clients •Performing day-to-day operations like booking non-trading transactions, reconciling cash, and positions with fund admins for clients. •Working with prime brokers & fund admins to fix the breaks found in reconciliation. •Working with external reference data vendors to plug the discrepancies found in the reconciliation -
Finance InternIcici Securities May 2020 - Jul 2020Mumbai, Maharashtra, IndiaWorked with the Corporate Finance team on the project; comparison of the stimulus/ relaxations provided by Central Banks and securities regulatory authorities across jurisdictions to stimulate capital markets post COVID 19.
Shubham Lath Education Details
-
Accounting And Finance -
Haryana Vidya MandirCommerce
Frequently Asked Questions about Shubham Lath
What company does Shubham Lath work for?
Shubham Lath works for Hsbc
What is Shubham Lath's role at the current company?
Shubham Lath's current role is Assistant Manager.
What schools did Shubham Lath attend?
Shubham Lath attended Svkm's Narsee Monjee Institute Of Management Studies (Nmims), Hyderabad, The Bhawanipur Education Society College, Haryana Vidya Mandir.
Who are Shubham Lath's colleagues?
Shubham Lath's colleagues are Anupam Mishra, Sara Haywood, Rocío Guerrero Rocigz.guerrero, Robby Novianto, Ali Asgar, Ma Jose Mansilla, Deepthi Ravindran, Cma.
Not the Shubham Lath you were looking for?
-
-
shubham lath
Patna -
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial