Summary
Overview
Work History
Education
Skills
Timeline
Hobbies and Interests
Generic

Nikhil Dharawat

Summary

Dynamic financial professional with a robust foundation in data analysis, financial modeling, and competitive research, dedicated to driving strategic decision-making and enhancing sales initiatives. Expertise in leveraging advanced tools such as Excel, RStudio, and SQL to extract actionable insights while ensuring compliance with regulatory standards. Strong commitment to process improvement and delivering measurable results through meticulous analysis and innovative solutions distinguishes this approach. Proven ability to translate complex data into clear strategies that foster organizational growth and efficiency.

Overview

2026
2026
years of professional experience

Work History

INVESTMENT CONTROL ASSOCIATE III

SS&C Technologies
03.2025 - Current
  • Manage cash reconciliation and validate funding, ensuring precise and timely wire releases.
  • Coordinate dividend distribution, enhancing client satisfaction and regulatory compliance.
  • Resolve complex reconciliation issues independently, optimizing division resources.
  • Oversee daily trade settlements, ensuring accuracy and efficiency with custodians.
  • Support team members and facilitate information flow for processing teams.
  • Drive operational efficiency through streamlined processes. Implement innovative control measures, leading to substantial cost savings.
  • Foster strong relationships with stakeholders. Facilitate seamless communication between investment teams and control departments.
  • Meticulously review financial reports for accuracy. Identify discrepancies and implement corrective actions to maintain data integrity.
  • Managed compliance-related tasks, including responding to RFPs and monitoring industry changes.
  • Developed financial models tracking key performance metrics, ensuring data integrity, and providing actionable insights for product optimization.
  • Partnered with cross-functional teams to create whitepapers and detailed reports, enhancing communication with internal and external stakeholders.
  • Conducted in-depth research on securities, mutual funds, and market trends, evaluating returns and volatility for informed investment decisions.
  • Managed compliance-related tasks, including RFP responses and industry change monitoring, ensuring adherence to regulatory requirements.
  • Optimized fund performance with a keen focus on cost control measures and expense management initiatives.
  • Boosted investment returns by identifying undervalued assets through rigorous valuation analyses.
  • Managed complex trade settlements, ensuring timely execution and minimizing errors during the process.
  • Conducted due diligence on potential investments, evaluating financial statements, management team capabilities, and industry trends for informed decisionmaking.

PRODUCT ANALYST

M Financial Group
06.2023 - 10.2024
  • Conducted comprehensive analysis of proprietary life insurance products and key competitors, using Excel for data cleansing, aggregation, and reporting.
  • Sourced, analyzed, and summarized competitor product data to inform strategic decision-making and support sales initiatives.
  • Built financial models to track performance metrics, including cap rates, participation rates, and fees, ensuring accuracy and data integrity.
  • Researched securities, mutual funds, and market trends, focusing on returns, volatility, and performance evaluation.
  • Collaborated with cross-functional teams to develop whitepapers and generate detailed reports for internal and external stakeholders.
  • Analyzed proprietary life insurance products and competitors, leveraging Excel for data cleansing and reporting to drive strategic decision-making.
  • Produced monthly reports using advanced Excel spreadsheet functions.
  • Utilized data visualization tools to effectively communicate business insights.
  • Improved decision-making processes with accurate data analysis and visualization techniques.
  • Used statistical methods to analyze data and generate useful business reports.
  • Collaborated with cross-functional teams to ensure data integrity and accuracy, resulting in better-informed decisions.
  • Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
  • Provided actionable insights through comprehensive reports and dashboards, supporting strategic initiatives.
  • Increased data accuracy by implementing thorough data validation and cleansing processes.
  • Standardized data collection procedures across departments, ensuring consistent data quality and enabling seamless integration of new datasets.
  • Reduced report generation time significantly by optimizing SQL queries and restructuring existing databases.
  • Facilitated seamless integration of acquired company''s data systems by mapping critical fields between databases and performing extensive reconciliation efforts.

RESEARCH ASSISTANT (PART-TIME)

Rochester Institute of Technology
2019 - 2024
  • Conducted economic analysis under Dr. Jeffrey Wagner, focusing on professional athletes’ marginal revenue product, contributing to a published academic article.
  • Analyzed critical data from external sources and presented findings at academic conferences.
  • Published research: Dharawat, Nikhil; Wagner, Jeffrey. "Teaching Marginal Revenue Product of Labor and Capital Using Elite Athlete Salaries and Pollution Control Examples," Journal of Economics Teaching.


CASE DESIGN & UNDERWRITER INTERN

M Financial Group
06.2022 - 08.2022
  • Supported the insurance planning and sales process by creating tailored insurance proposals and conducting underwriting assessments.
  • Collaborated with advisors to provide competitive product insights and assist with client-specific case designs.
  • Improved data reporting accuracy and enhanced internal resource distribution.

Education

BS - Economics, Minor in History & Legal Studies

Rochester Institute of Technology
Rochester, NY

Skills

  • Excel proficiency
  • RStudio data analysis skills
  • Database querying
  • VBA automation
  • Statistical analysis
  • Competitive analysis

Timeline

INVESTMENT CONTROL ASSOCIATE III

SS&C Technologies
03.2025 - Current

PRODUCT ANALYST

M Financial Group
06.2023 - 10.2024

CASE DESIGN & UNDERWRITER INTERN

M Financial Group
06.2022 - 08.2022

RESEARCH ASSISTANT (PART-TIME)

Rochester Institute of Technology
2019 - 2024

BS - Economics, Minor in History & Legal Studies

Rochester Institute of Technology

Hobbies and Interests

Investment Strategies, Global Economics, Sustainable Finance, Buffalo Bills, Soccer, Travel

Similar Profiles

  • Nicholas McMullen

    Nicholas McMullenNicholas McMullen

    Senior Director Strategic Relationship Management at SS&C TechnologiesSenior Director Strategic Relationship Management at SS&C Technologies

  • Riley Bergtholdt

    Riley BergtholdtRiley Bergtholdt

    Solutions Analyst at SS&C TechnologiesSolutions Analyst at SS&C Technologies

  • NIKI COLEMAN

    NIKI COLEMANNIKI COLEMAN

    Director Managed Application | Incident Response at SS&C TechnologiesDirector Managed Application | Incident Response at SS&C Technologies

  • Shannon Fitzpatrick

    Shannon FitzpatrickShannon Fitzpatrick

    Capital Planning Investment Control Investment Manager at United States Department of AgricultureCapital Planning Investment Control Investment Manager at United States Department of Agriculture

  • James Purnell

    James PurnellJames Purnell

    Material Control Associate III at Catalent Biopharma SolutionsMaterial Control Associate III at Catalent Biopharma Solutions

CREATE PROFILE