Rohan Bhujbal

Detail-oriented finance and operations professional with 4+ years of experience in client lifecycle management, securities trade operations, and equity analysis. Skilled in regulatory reporting, stakeholder management, automation, and process enhancements with a proven track record of improving efficiency and accuracy. Strong analytical background with exposure to investment strategies, corporate actions, and client relationship management.

Client Lifecycle Management - Associate at Morgan Stanley (2022-08 – Present)

Performed corporate action processes, entity management, and regulatory reconciliation for global clients

• Performed corporate action processes at both entity and account levels, ensuring accurate and compliant client setup
• Handled entity creation, validation, and LEI issuance/renewals for global clients
• Executed reconciliation processes across NFA Swap Dealer, GLEIF LEI, SWIFT (BIC), FCA FRN, SFTR, and EMIR regulatory requirements
• Managed multiple projects under strict deadlines with cross-team collaboration
• Contributed to automation initiatives reducing daily BAU processing time by 25 minutes
• Participated in requirement gathering, BRD creation, and UAT testing for internal tool enhancements

Securities Financing & Collateral Trade Operations - Analyst at Orcapod Consulting Services Pvt Ltd. (Client - Morgan Stanley) (2022-03 – 2022-08)

Supported securities lending operations across UK, Europe, and Ukraine markets with trade operations and client coordination

• Supported securities lending operations across UK, Europe, and Ukraine markets
• Conducted prematching, trade amendments, and fail management to ensure seamless settlement
• Coordinated with clients and prime brokers to resolve trade discrepancies and escalations
• Reported daily trade transactions to TTRO and supported transitioned processes from the trading desk
• Utilized platforms such as Mainframe, Equilend, Pirum, and SAFE GUI

Equity Analyst at Nathani Investments (2020-09 – 2021-06)

Conducted equity research, valuations, and industry analysis for NSE, BSE, MCX, and F&O segments

• Conducted company and sector performance analysis
• Prepared research reports, valuations, and industry analysis
• Recommended stocks with relative ratings and target prices
• Covered NSE, BSE, MCX, and F&O segments

Deputy Manager at ICICI Bank (2019-10 – 2020-07)

Managed portfolio of mapped accounts with focus on client retention, financial analysis, and product strategy

• Managed a portfolio of 1000+ mapped accounts ensuring high service standards and client retention
• Analyzed customer financial profiles, assets, and product suitability
• Supported product strategy execution and monitored FTD balances via FINACLE

Intern at StockHolding Corporation of India Ltd (2018-05 – 2018-07)

Supported investment product cross-selling and HNI client relationship enhancement

• Assisted in cross-selling investment products including Mutual Funds and NPS
• Conducted product analysis and supported HNI client relationship enhancement
• Educated clients about investment opportunities and product benefits

Master of Management Studies in Finance – MET Institute of Management, Mumbai University (2017 – 2019)

Bachelor of Management Studies in Finance – JVM's Mehta Degree College, Mumbai University (2013 – 2016)