Noida, Uttar Pradesh, India
Financial Analyst at Wipro with hands-on expertise in mutual fund holdings data, portfolio analysis, and regulatory compliance across US and Indian markets. I specialize in the end-to-end life-cycle of financial data — extracting, validating, analyzing, and publishing holdings information for global Asset Management Companies (AMCs). My work spans a broad range of instruments including equities, fixed income securities, municipal and corporate bonds, collateralized loan obligations (CLOs), and derivatives. Key highlights from my work: · Analyzed 13F filings submitted by institutional investment managers to support accurate holdings research. · Managed regulatory filing workflows for 50+ mutual funds with 100% compliance. · Conducted portfolio analysis across 200+ securities identifying risk patterns and investment opportunities. At ICICI Bank, I managed customer portfolios and deepened client relationship. I then pivoted into data, interning at ObserveNow where I used Excel and PowerPoint to deliver analytical insights that shaped customer engagement strategy. Today at Wipro, I bring that same cross-disciplinary edge — translating financial data into decisions that matter. Core competencies: Corporate Finance · Portfolio & Investment Management · Equity Derivatives · Data Analysis · Financial Marketing Analytics 📩 Open to opportunities in financial analysis, investment research, and FP&A. Let's connect.
Financial Analyst specializing in mutual fund holdings data life-cycle — from extraction and processing to analysis and publication — for global Asset Management Companies (AMCs). Core work spans multi-asset portfolio analysis, regulatory filings, and corporate actions across US and Indian markets. Bullets: · Analyzed and validated multi-language financial disclosure documents for AMCs, Pension Funds, and Insurance Companies across Fixed Income, Equities, Derivatives, and Government-Backed Securities, ensuring data accuracy, completeness, and compliance with reporting standards. · Reviewed and processed regulatory filings and financial reports including 10-K, 10-Q, 8-K, and Semi-Annual Reports, extracting and interpreting security-level and portfolio-level data to support investment research and portfolio analysis. · Extracted, validated, and analyzed 13F filings submitted by institutional investment managers, processing reported equity holdings data to support accurate mutual fund holdings research and portfolio analysis. · Conducted detailed portfolio analysis across 200+ securities, extracting and evaluating data from annual reports, semi-annual reports, and fact sheets to identify risk patterns and investment opportunities.