ANKITA SHUKLA
Summary
Results driven Margin and Collateral Analyst with strength in leading and collaborating with diverse teams. Skilled in managing and reconciling collateral balances. Proactive team player with strengths in communication and collaboration.
Proficient in leveraging practical and business knowledge to promote the growth of any business . Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. Brings strong work ethic and excellent organizational skills to any setting.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Margin and Collateral Analyst
JP Morgan
02.2022 - Current
- Ensure the timely and accurate processing of all the collateral movements
- Reconcile collateral balances to both counterparties and custodians on a periodic basis
- Gathering and analysing data from various platforms like Triresolve and Position viewer for better accuracy
- Investigating the disputes and resolving the ongoing issues by working closely with other JPM teams and the clients
- Being the first point of contact for the clients and helping them with day to day processing of margin calls
- Investigate the failing moves and resolving them on priority
- Contributing ideas and suggestions to enhance the processing in collateral team.
Samsung DA Promoter
CPM UK Ltd.
Poole, UK
11.2020 - 01.2022
- Being a true brand ambassador for Samsung ensuring customers have a memorable and engaging experience
- Driving Samsung sales and brand advocacy in store
- Proactively approaching customers in store assisting them and suggesting appropriate Samsung products to fit their needs using product knowledge
- Using a CRM system to provide reports and insight
- Training retail partner colleagues in store on new products
- Recognized by management for providing exceptional customer service.
Industry Outreach Associate
LiquidNexxus
Portsmouth, UK
06.2019 - 01.2020
- Analysed the industries such as Banking Associations, customer interaction, industry based research, outreach events and other services
- Supported marketing department by compiling paperwork and taking detailed meeting minutes
- Utilized CRM (using tools like tools like VTIGER, and ZOHO) to compile data gathered from various sources
- Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts
- Improved customer satisfaction by finding creative solutions to problems
- Created agendas and communication materials for team meetings
- Recognized by management for providing exceptional customer service.
Assistant Physiotherapist
Sussex Healthcare
Horsham, UK
12.2017 - 07.2018
- Supervised the two care-homes' physiotherapy department independently
- Identified and properly documented patient goals over MS excel sheets, evaluated progress and planned reevaluation
- Counseled and made recommendations to patients, caregivers and families about communicative strategies and devices
- Created individualized home exercise programs for outpatient therapy clients to improve health and wellness
- Routinely performed diagnostic and prognostic exams to evaluate muscle, nerve, joint and functional abilities
- Improved operations by working with team members and supporting staff to find workable solutions
- Collaborated with other physiotherapists of different care homes to discuss new treatment plans
- Provided excellent service and attention to patients when face-to-face or through phone conversations.
Analyst
Timms Solutions
Portsmouth, UK
10.2015 - 12.2015
- Assisted with post-implementation troubleshooting of UI using HTML
- Defined application problems by consulting with clients to evaluate procedures and processes
- Assessed program risks by reviewing plans and analysing available data
- Created reports detailing findings and recommendations
- Trained end-users in best practices to minimize errors and protect key data.
Education
MSc Business And Management -
University of Portsmouth
09.2019
Bachelor of Physiotherapy -
Guru Gobind Singh Indraprastha University
05.2010
Skills
- MS office (Excel, Word, and PowerPoint)
- Data Analysis
- Business process improvement
- Cost-benefit analysis
- Google Suite (Google Sheets, Google Docs, and Google Drive)
- Customer service
- Forecasting and planning
- Leadership and Team Management
- JIRA
- Collaboration & coordination
- Risk mitigation strategies
- Hedge fund management
- Credit analysis
- Banking operations
- Cash Flow analysis
- Regulatory Compliance
Activities
- Volunteer at Speak Up Step Up Champion - Portsmouth University.
- Student Rep - Business & Law Department - Portsmouth University.
- Barclays Soft Skill trained.
- GDPR trained
Certification
- JIRA
- Agile
- Microsoft
- Six sigma green belt
Timeline
Margin and Collateral Analyst
JP Morgan
02.2022 - Current
Samsung DA Promoter
CPM UK Ltd.
11.2020 - 01.2022
Industry Outreach Associate
LiquidNexxus
06.2019 - 01.2020
Assistant Physiotherapist
Sussex Healthcare
12.2017 - 07.2018
Analyst
Timms Solutions
10.2015 - 12.2015
MSc Business And Management -
University of Portsmouth
Bachelor of Physiotherapy -
Guru Gobind Singh Indraprastha University