I am a part of the Analytics and Data Science team within BlackRock's Global Trading. The focus is on designing, monitoring and embedding metrics into the management of the various Trading businesses

Process: Global Wealth and Investment ManagementJob responsibilities => Preparing Equity Research Reports by analyzing 10K, 10Q and other research reports from databases like Bloomberg, Reuters Knowledge, Fact Set and Morning Star Direct.=> Preparing Independent Research/Performance reports for industries & companies by analyzing & tracking global securities based on valuations & recommendations by global broking houses, extensively using Bloomberg, Knowledge Reuters, Fact Set and Morningstar Direct=> Preparing Client Presentations on power point for Portfolio Managers’ meetings with the existing and prospective clients.=> Preparing Wealth Planner using wealth planner tool used to upload external holding of prospective client for portfolio analysis=> Preparing Excel/PDF based Performance Measurement reports on weekly, monthly and quarterly basis by comparing the performance of portfolio constituents’ i.e. different asset classes with their respective benchmarks by using the performance measurement database First Rate Advisor.=> Performing overlap tax lot analysis by reporting Portfolio managers about the overlap-security in between client holdings & other managers and then help them to minimize the tax liability of the clients.=> Fixed Income Credit Quality Analysis. Analyzing the credit profile of corporate & municipal bond issues with focus on areas like Yield analysis, Duration, convexity & Ratings assessment.=> Being the part of the Quality Check (QC) team, performing the QC of the outputs of other associates and sending the outputs to the Portfolio Managers=> Updating other associates about all the new updates that are received related to different work types=> Imparting training to the new associates and handling their queries