Summary
Overview
Work History
Education
Skills
Timeline
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AKSHARI SHETTY

AKSHARI SHETTY

Germany

Summary

Client Service Analyst An aspiring individual skilled and a commerce graduate with a Master's degree in Corporate Financial Management; a wonderful team player with huge expertise in Client Management and financial services. Conjointly associate and a formidable person trying to learn strategic analysis & business development that adds vital price to the business.

Overview

3
3
years of professional experience

Work History

Fund Operation Intern

Moonfare
06.2022 - 11.2022
  • Assisted with ongoing fund activities such as capital requests, distributions, legal acceptance letters, and quarterly reportings.
  • Supported with managing Moonfare feeder and investor database.
  • Often collaborated with the entire finance team and provided investor-related information to the investor solutions, product, and KYC teams.
  • Assisted the team in collecting investor data for taxation.
  • Worked on ad hoc initiatives (establishing the quorum for the AGM, registering the transfer of ownership of the allotment).
  • Assisted the team in Investor Data Analysis for FATCA filing.

Intern Client Coverage

ING Bank
10.2021 - 03.2022
  • Supporting relationship managers in all tasks relating to the corporate customers i.e. collecting and analyzing relevant customer and sector information, create presentations, prepare industry and market data, work out opportunities and risks for potential customers for the know-your-customer process.
  • Supporting client advisors in the development of financing solutions with corporate and investment & bank products and prepare the corresponding client appointments with decision*makers in the financial area of our clients
  • Handling due diligence investigation reports to support policies and procedures.
  • Making recommendations for relationship terminations or retention
  • Conducting independent research to gather and record data from internal systems commercial database and the Internet.

Client Support Analyst

Refinitiv, Thomson Reuters
01.2017 - 12.2019
  • Navigating updating Refinitiv products, data search, discovering any data problems, portfolio creation, and portfolio analysis/maintenance for equity/commodity managers, portfolio managers and research analysts from diverse businesses and worldwide banks.
  • Assist with project planning, team building activities, and product and process training for new joiners.
  • Handled customer data processing, client onboarding, account administration, and addressing client and partner queries through phone and emails.
  • Collaborated with stakeholder groups across the organization to ensure business and technology alignment. Proposed solutions meeting defined specifications and needs. Assisted the team with the preparation of important material (Client reports, Management presentations, etc
  • Helped clients achieve the full potential of the application &y making recommendations and offering solutions to help them get the most out of it.

Education

Master of Science - Finance and Reporting

GISMA Business School
Berlin, Germany
09.2021

B.COM -

University of Bangalore
Bengaluru
06.2015

Skills

  • Action and solution oriented
  • Eye to Details
  • Analytical Skills
  • MS Office, Vlookup, MS Excel Pivot Tables, Power Point
  • Financial Analysis
  • Quick learner
  • Ability to Adapt
  • Customer Value Management
  • Compatible with Stakeholders
  • Corporate Reporting
  • Management Skills
  • KYC
  • Credit Analysis

Timeline

Fund Operation Intern

Moonfare
06.2022 - 11.2022

Intern Client Coverage

ING Bank
10.2021 - 03.2022

Client Support Analyst

Refinitiv, Thomson Reuters
01.2017 - 12.2019

Master of Science - Finance and Reporting

GISMA Business School

B.COM -

University of Bangalore

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AKSHARI SHETTY