MONIT KHANDWALA
SENIOR CONSULTANT
Chicago,IL
Overview
6
6
years of professional experience
1
1
Certificate
Work History
SENIOR CONSULTANT, DERIVATIVES
Northern Trust Corporation
Chicago, IL
11.2023 - 08.2025
- Led data analytics projects that enhanced operational efficiency within the derivatives team, resulting in a 7% reduction in processing time and a significant process improvement in report generating through automated reporting.
- Analyzed derivative-related data trends leveraging Omnium platform within Northern Trust Hedge Fund Services (NTHFS), providing actionable insights to cleanup reports and improved client satisfaction.
- Fostered cross-functional teamwork to identify automation opportunities for audit scope, streamlining processes using Agile methodology and effectively communicating findings to stakeholders and clients.
- Designed data solutions, drove strategic decisions, trained junior analysts by promoting skill development, fostering a collaborative learning environment resulting in 15% increase in project completion on time.
- Developed and implemented high-quality Internal Audit work using advanced data management solutions, leveraging Python, SQL, and data visualization tools like Tableau, PowerBI, and Alteryx to optimize data workflows and support business needs.
- Managed and governed the master data using Oracle EDMCS for derivatives data analytics, empowering the team with self-service data management capabilities and reducing reliance on IT team for data-related requests.
DATA RESEARCH ANALYST
Morningstar, Inc.
Chicago, IL
10.2022 - 11.2023
- Provided insights on Morningstar investment data-points, processes, and methodologies, enhancing data-driven decision-making.
- Implemented LEAN Six Sigma and Agile techniques to track, evaluate, and determine solutions for complex data issues.
- Validated and maintained investment data to ensure accuracy and completeness, supporting reliable financial analysis.
- Collaborated with cross-functional teams to address data inquiries, fostering strong stakeholder relationships through timely updates and informative Power BI reports using DAX features.
- Revamped dashboard management by using structured SOPs, streamlining workflows and enabling faster data analysis.
- Utilized SQL and Python to uncover actionable insights from complex datasets and to interpret strong patterns of Private Fund data, driving informed decision-making within the investment team.
- Participated in team training sessions, sharing best practices to cultivate a culture of continuous learning and improvement.
FINANCIAL PRODUCT SPECIALIST
Morningstar, Inc.
Chicago, IL
07.2021 - 09.2022
- Worked closely with data operations, research, IT, and product development to escalate, troubleshoot, manage, and resolve client queries using JIRA/ServiceNow platforms.
- Compiled and analyzed large datasets from external systems, enhancing the accuracy of structured finance transactions and credit ratings, and developed new process validation pipelines.
- Delivered a concise and informative presentation to the ratings committee and senior leadership, providing a comprehensive overview of the results derived from the quantitative finance transaction analysis.
- Consulted with DBRS' US RMBS team on budgeting and forecasting, generating monthly compliance reports that improved financial transparency and regulatory adherence.
- Researched intrinsic value estimates for the semiconductor industry using DCF models and PnL statements, providing insights that supported investment decisions and strategic planning.
- Partnered globally with corporate systems and finance teams to monitor engagement, leading to increased profitability and improved cross-functional collaboration.
FINANCIAL SERVICES REPRESENTATIVE (FSR)
Bank of America - Merrill
Chicago, IL
07.2020 - 07.2021
- Achieved a 3% growth in Bank of America - Merrill products and services by building strong client relationships, recognized as 'Best Performer' for Q1 2021.
- Executed account maintenance requests such as money transfer requests, personal information changes, and other client-related personal account requests, conducting analysis and daily reconciliations of general ledger.
- Developed internal company training courses to train employees in client engagement and product training.
- Facilitated team meetings to discuss financial strategies, strengthening team alignment and optimizing client service delivery.
INTERN
The Davis Wealth Management Group - Morgan Stanley
Chicago, IL
01.2020 - 04.2020
- Assisted financial advisors on investment analysis, portfolio construction, performance reporting, and market research.
- Prepared client-specific financial plans, reviews, reports, and presentations and acquired in-depth knowledge of the wealth management business, products, services, and solutions.
- Gained practical experience in key financial operations and insights on portfolio management, improving analytical skills and understanding of financial strategies.
- Supported team members with financial analysis tasks, fostering a cooperative environment to achieve collective goals and enhance productivity.
Summary
Senior consulting professional with proven ability to drive strategic initiatives and deliver impactful results. Strong focus on team collaboration, adapting to changing needs, and ensuring reliable performance. Expertise in project management, data analysis, and stakeholder engagement, combined with excellent problem-solving and communication skills. Known for integrity, reliability, and dedication to achieving organizational goals.
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Limited Working
Spanish
Elementary
Education
Bachelor of Science - Finance
DePaul University
Chicago, IL 03.2018 - 06.2020
No Degree - Certification of Business Analytics - Artificial Intelligence
Northwestern University
Chicago, ILSkills
Consulting
undefinedCertification
Data Analytics in Finance
Timeline
SENIOR CONSULTANT, DERIVATIVES
Northern Trust Corporation
11.2023 - 08.2025
DATA RESEARCH ANALYST
Morningstar, Inc.
10.2022 - 11.2023
Data Analytics in Finance
08-2022
FINANCIAL PRODUCT SPECIALIST
Morningstar, Inc.
07.2021 - 09.2022
FINANCIAL SERVICES REPRESENTATIVE (FSR)
Bank of America - Merrill
07.2020 - 07.2021
INTERN
The Davis Wealth Management Group - Morgan Stanley
01.2020 - 04.2020
Bachelor of Science - Finance
DePaul University
03.2018 - 06.2020
No Degree - Certification of Business Analytics - Artificial Intelligence
Northwestern University
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