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Shivani's Resume

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17 views3 pages

Shivani's Resume

Uploaded by

hunterrr611
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Shivani Saxena

Location: Gurgaon Mob: +918384839611 Email:shivanisaxena022@gmail.com

I aspire to pursue a career in the finance domain and aim to add value to my clients, through my ability to
understand data, analyze it and create meaningful deductions. Also gain further experience while enhancing
the company’s productivity & reputation.

Work Experience:
Worked in Incedo Inc in Investment Operations Client Reporting Team as an Investment
Banking Associate from March 2022-present

 Responsible for the business operations activities such as processing Custody operations, Asset transfer,
trade processing, reconciliations & settlements.
 Quality controls for accounts ops, Quality pf money in/out transactions.
 Conducted thorough reconciliation of cash positions, and trade data on a daily basis, ensuring accurate and
timely resolution of discrepancies and maintaining data integrity.
 Analysis of Custodian accounts and Wire instructions for trade booking of Capital calls, Distribution notices in
a portal Everest.
 Measuring performance of various Assets Classes & documenting it & daily executing performance
reporting operations activities on portal Omniscience. 
 Carefully analysis of a counter-signed document of General partner & Limited partner to settle a trade
in Private Investment.
 Accurately gathered and carefully analyzed Quarterly and Monthly Investor reports, Capital
Account Statements, Investor Memos & Performance Summaries for Investor’s performance
reporting purposes.
 Engaged in the comprehensive management of incoming emails encompassing areas such as
AML/KYC compliance, audit requests, capital calls, distributions, tax inquiries, invoice, cash
statement reconciliation, and contract notes.
 Conducting comprehensive information gathering data collection for corporate action workflows.
 Efficiently executed trade settlements for FI & PI through the utilization of various tools such as
Everest, Asana & CMS to accurately record transactions.

Achievements:

 Received Team Award in Q4’22 and Q1’23 for exceeding the client expectations by providing
seamless delivery with maximum accuracy during high volumes.

Technical Skills:

 Everest
 Omniscience
 Bloomberg
 Asana
 MS-Office
Academic Qualifications:

Qualification Year of Institute Board/University


Passing

MBA K.I.E.T Group of Dr. A.P.J. Abdul Kalam


2021
(Finance) Institutions Technical University

BBA 2019 Institute of Technology and


CCS University, Meerut
(finance) science

Senior
2016 Dayawati Modi Public School CBSE
Secondary

Higher
2014 Dayawati Modi Public School CBSE
Secondary

Strengths

 Fast learner with "Can do" attitude.


 Proactive and result oriented approach.
 Team oriented.
 Ability to group quickly and adopt flexible environment.

Personal information

Father’s Name: Mr. Manoj Kumar Saxena


Mother’s Name: Mrs. Anju Saxena
Date of birth : 02/07/1998

Declaration

I hereby declare that the above information is correct to the best of my knowledge and belief

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