Siddhant Nath Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

• Performed daily reconciliations of various managed funds across multiple custodians, along with ensuring that portfolio holdings, liquidity positions and market values are accurate.• Conducted investigations and analyses of data to identify and resolve cash and holdings exceptions in a timely and accurate manner as well as ensuring any potential or actual overdrafts are rectified and escalated to senior management.• Analysed large data sets to drive portfolio insights with an overall objective to safeguard portfolio health.• Conducted peer reviews of numerous internal reconciliation processes/functions to ensure the portfolio values, balances and holdings are reflected accurately.• Automated daily processes using Python and Excel macros, resulting in daily time saved of approximately 60 minutes.

Melbourne, Victoria, Australia

• Prepared advice documentation, such as Statements of Advice (SOAs), Records of Advice (ROAs), Fee Disclosure Statements (FDS) and Consent/Opt-In Letters for 70+ clients.• Spearheaded transition from one AFSL provider to another for 150+ clients, including the creation of documents such as new Ongoing Fee Agreements and Transitional SOAs.• Liaised with clients and service providers to streamline implementation of strategy along with performing collation of client information related to investments, super, pension and insurance.• Conducted research on investment and insurance products for clients, including performing comparative analyses to determine optimal strategies for clients.• Performed onboarding for new clients including any relevant documentation and updating our advice package (MidWinter/Xplan) with information.• Created models for clients based on their risk-return requirements and assisted advisers in presenting the data obtained from these models.• Acted as the main point of contact between the financial advisers and the other arms of the firm i.e., loans, tax, accounting and SMSF.

Melbourne, Victoria, Australia

• Delivered & ensured that all client services reactive & proactive activities are handled in an efficient, effective and professional manner that are valued by the client.• Supported day to day presentation and operational requirements of the office to ensure they are of the highest standards.• Provided support, with New Business to ensure we effectively meet our client service requirements.• Assisted in re-organisation of firm’s filing system to increase efficiency in communicating with clients and meeting day-to-day operational requirements.• Contributed in large scale data-updating operations to facilitate transition to new database for client information.

• Authored multiple research-based and technical articles on topics such as Bitcoin and opinion pieces on political, entertainment and social issue-related themes that were critical in increasing social media outreach and ad-based revenue.• Assisted in designing and creating graphic content for UnBumf’s social media platforms and helped create significant presence on social media to gain more reach through dynamic and original content.

Bengaluru Area, India

• Worked with multiple backend and UI developers to author and maintain various Intel B2C web applications powered by Adobe Experience Manager. Noted as having provided exemplary service to clients at multiple occasions.• Partnered with on-site Intel employees to oversee the development of various administrative tools used by the Intel design team for web page management. Created admin tools to update and author thousands of webpages with one click.• Introduced new Javascript unit testing framework (Jasmine) to the team and provided relevant training, knowledge transfer and Q/A sessions to all members of the team. Improved overall unit testing coverage through integration of Jasmine.• Performed user acceptance testing (UAT) with clients, including resolving bugs raised by the Quality Assurance team and troubleshooting faults in the application.• Actively participated in organising team building activities and in training of new members during induction.

Noida Area, India

Underwent one month of specialized training in designing and simulating active circuit blocks on simulation tools such as Virtuoso, by Cadence.

Master'S Degree, Banking And Finance, Gpa: 3.376

Activities and Societies: Monash Creative Writers Club

Bachelor Of Technology - Btech, Electrical, Electronics And Communications Engineering, 7.3 Cgpa