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Jim Edward

Jim Edward

Senior Financial Analyst

Talent
PuneMember since June 9, 2026
Regulatory ComplianceInvestment ResearchDebt InstrumentsMutual FundsETFsABSMBSQuality Assurance
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Regulatory ComplianceInvestment ResearchDebt InstrumentsMutual FundsETFs

About

Lead a team of 8 analysts in executing risk assessments and investment research across 500+ corporate portfolios, maintaining a 98% accuracy rate in compliance reporting. Serve as Subject Matter Expert (SME) for risk and research processes, resolving 200+ complex cases monthly and providing guidance on US GAAP, Basel III, and regulatory compliance standards. Analyze legal and financial disclosures of public and private companies, performing detailed portfolio and risk exposure analysis to ensure regulatory adherence.

Experience

Senior Financial Analyst at eClerx Services Limited (2024-01 – Present)

  • Lead a team of 8 analysts in executing risk assessments and investment research across 500+ corporate portfolios, maintaining a 98% accuracy rate in compliance reporting.
  • Serve as Subject Matter Expert (SME) for risk and research processes, resolving 200+ complex cases monthly and providing guidance on US GAAP, Basel III, and regulatory compliance standards.
  • Analyze legal and financial disclosures of public and private companies, performing detailed portfolio and risk exposure analysis to ensure regulatory adherence.
  • Conduct comprehensive investment research across equity, debt instruments, mutual funds, ETFs, ABS, and MBS, covering 500+ securities annually across multiple business units to support informed decision-making.
  • Develop and present Monthly Business Review (MBR) reports to senior management, highlighting KPIs, risk trends, and actionable insights that improved operational efficiency by 25%.
  • Design and implement quality assurance frameworks, conducting 100+ audits monthly, reducing error rates by 30%, and maintaining 99% SLA adherence.
  • Optimize resource allocation through exception tracking and utilization analysis, achieving a 20% reduction in turnaround time and improved team productivity.
  • Mentor and train 10+ junior analysts, developing SOPs and training materials that accelerated onboarding time by 40%.

Education

Master of Business Administration (MBA) in Banking and Financial Services – MIT-WPU School of Management

Bachelor of Commerce (B.Com) in Taxation – Bhopal School of Social Sciences

Skills

Senior Financial Analyst

Reviews

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