Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Truly Outstanding Performance Award
Languages
Timeline
Generic

MANSOOR NADIR

Baltimore,MD

Summary

Financial services professional with proven track record of maintaining financial integrity and accuracy. Ensured timely and precise reporting while contributing to policy enhancements and risk mitigation. Known for collaborative teamwork and adaptability in dynamic environments.

Overview

11
11
years of professional experience

Work History

Senior Product Controller in Fixed Income

Morgan Stanley
04.2022 - Current
  • Reconciled daily Profit and Loss (P&L), attribution and explanations for the Securitized Products business
  • Analyzed daily position/P&L reconciliations performed by operations and ensure differences are explained and adjusted appropriately
  • Interacted with the traders to review, reconcile and summarize daily P&L results which includes T0 vs T1 variances
  • Involved in projects with IT to automate the daily excel P&L files and test UAT scripts which saved overall time savings by 30%
  • Produced clear and concise commentary on daily P&L movements for senior management, analyzing activity to ensure key drivers are in line with expectations given risk exposures in the business
  • Supported month-end P&L close, including reconciliation between books and records vs management reported P&L, commenting on differences and escalating key items to management
  • Communicated with various groups across the firm including the trading desk, operations, technology, and regulatory controllers
  • Optimized product management by coordinating with cross-functional teams.
  • Improved inventory accuracy with rigorous audits and checks.
  • Ensured compliance with regulatory standards, maintaining quality control.
  • Mentored junior team members by providing guidance on best practices, fostering continuous learning and professional development opportunities within the Product Control function.
  • Identified potential risks and opportunities within the product portfolio, advising management on appropriate actions to mitigate or capitalize on them.
  • Ensured accurate financial reporting through careful evaluation of P&L statements for product lines.
  • Developed effective training materials for new hires within the Product Control function, ensuring a strong understanding of key responsibilities and expectations from day one on the job.

Financial Analyst

Wells Fargo Corporate Trust Services (CTS)
06.2018 - 04.2022
  • Performed master service in reviewing, analyzing, reconciling/auditing loan and security payments for client portfolios
  • Responsible for payment waterfall calculations and investor reporting for multiple clients
  • Other activities included Disbursement Agent (DA), Calculation Agent (CA) and Escrow Agent (EA)
  • Handling documents and releasing funds as agreement terms are fulfilled
  • Team Lead for Deutsche Bank Calculation Agent services
  • Achieved numerous Awards on Performance, Leadership and Mentorship during my tenure
  • Mentored colleagues onshore and offshore on the products we cater
  • Designed/updated SOPs for clients for our internal usage
  • Involved in projects to test UAT scripts and update advance excel formulas
  • Provided customer service to clients and servicers with their queries
  • Quick learner and skilled with handling multiple databases

Research Analyst

NBP Fullerton Asset Management Limited (NAFA)
09.2017 - 02.2018
  • Experience of compiling financial statements of companies in various industry sectors with precise attention to detail
  • Design models to calculate NPV, IRR and financial ratios to assist the department in future investments
  • Review of market research and analyses on reports on assigned sectors
  • Updating departments old models with up-to-date data
  • Providing inputs on industry’s specific health to senior and junior level management

Operations Analyst Intern

NIB Bank
06.2014 - 07.2014
  • Worked on the project with a team to build mobile app for Android and IOS for their online banking
  • Attended meetings with the IT supervisor to better understand the requirements for the app
  • Interacted with NIB bank customers to understand more about what they really need in the mobile app, which I later suggested the team in the meeting
  • Collaborated on projects with head of the operation departments, and my design were accepted

Education

Bachelor’s - Economics

The Ohio State University
Columbus, OH
12-2015

Skills

  • Product management
  • Risk management
  • Strategic planning
  • Data analysis
  • Financial reporting
  • Project coordination
  • Process improvement
  • Cross-functional collaboration

Accomplishments

  • Collaborated with team of 5 in the development of automating balancesheet reclass.

Personal Information

Citizenship: U.S Citizen

Truly Outstanding Performance Award

4 Awards On Leadership and Mentorship

Languages

English
Native or Bilingual
Urdu
Native or Bilingual

Timeline

Senior Product Controller in Fixed Income

Morgan Stanley
04.2022 - Current

Financial Analyst

Wells Fargo Corporate Trust Services (CTS)
06.2018 - 04.2022

Research Analyst

NBP Fullerton Asset Management Limited (NAFA)
09.2017 - 02.2018

Operations Analyst Intern

NIB Bank
06.2014 - 07.2014

Bachelor’s - Economics

The Ohio State University
MANSOOR NADIR