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SENIOR ASSOCIATE
An astute professional with 4 plus years of entire experience in finance operations &
process management. Possess strong knowledge of finance operations, analytical,
analysis / business mapping skills. Adept at performing operations effectively &
efficiently, coordinating with various team & managing variety ad-hoc investment
operations. Proficient in undertaking service operations, organising process strategies
& buildings relationships with various business stake holders.
Let’s
the trading divisions, as well as ensuring that they follow the firm’s policies
and with the rules/regulations that govern global financial markets
Conducting detailed risk assessments by analysing documents, statistics,
reports and market trends.
Subject matter expert testing for user acceptance testing, representing
connect!
assigned geo on all finance management interfacing tools
Carrying out audit & assessment of breaches & risk event within process.
Lead and manage governance and risk across organisation to ensure delivery
in line with code of conduct, enterprise risk management framework and other
relevant department policies
Responsible for enhancing internal controls, analysing Errors, signing off P&L,
managing breaches and incidents
Samar is a highly
“ competent associate
Business Continuity Planning between international and domestic locations.
Conduct reconciliation between product owner & custodian system to ensure
& terminate any posting error & omission in books are updated in database &
who will be an asset to daily reports.
any business he works Working with other divisions, including: Valuation Oversight Team, Product
Services, Operations, IT and Trading Divisions.
for.
Associate –Fidelity International (Gurgaon)
~ RAJ VERMA (SR
CONSULTANT)
Jan -2015 – July - 2017
Prepare Profit & Loss reports, Weekly dashboard and analyse the error
Samar was fantastic at graph of various corrections with the respective team involved with
“ seeing the bigger
calculated P&L impact on product range.
Monitoring the SLA’s, KPI’s for the process, identifying improvement
picture for clients, areas and implementing adequate measures to maximize service
delivering real value delivery.
Process, analyse and review all types of financial transactions of all
for their businesses
range of customers in entire Fidelity and make decisions on
which in turn helped appropriate financial treatment for transactions with published policies
our process to grow & and guidelines.
Streamlining overall functioning of processes and ensuring complaint
streamline. resolution with adherence to deadlines.
Assist in managing the regular preparation and submission of
~ NEERAJ KUMAR consolidated and non-consolidated reporting and disclosures.
(MANAGER)