FINANCE & OPERATIONS ANALYST
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A result-oriented finance enthusiast with 2 years of experience in Client Data as well as Relationship Management with effective Client Communication, looking forward to contributing effectively to a dynamic team and adding Value led Growth to the BFSI industry. Possess a strong foundation in Financial Markets, enhancing operational efficiency and delivering accurate insights.
A part of the Client Referential Team, responsible for processing onboarding requests for the whole of APAC region. Maintaining the accuracy and integrity of the client database by regularly reviewing and validating client reference data. Resolving inquiries from internal stakeholders and clients related to client information and providing timely assistance for efficient onboarding.
Creating and amending accounts for APAC markets and relative currencies in downstream applications based on Standard Settlement Instructions (SSI) provided by settlement teams. Facilitating the transaction/trade confirmation details of the client in the core reference data platform using Email and Fax
Cleared CFA level 1.
