Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

PRITHVI KUNWAR

Baltimore,USA

Summary

Operations support professional with track record of enhancing operational efficiency and workflow optimization. Known for strong focus on team collaboration and achieving results, consistently adapting to changing needs. Expertise in data analysis, process improvement, and effective communication.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Operations Support Analyst

MORGAN STANLEY
04.2024 - Current
  • Worked in DWAC and Realignment processes, ensuring smooth asset transfers.
  • Managed physical certificates booking in mainframe and collaborated with DTC for trade settlements.
  • Assisted in trade settlement by identifying and resolving breaks in QWEST.
  • Utilized Power BI and Alteryx to create dashboards and visualize complex financial data.
  • Fostered a strong team environment, collaborating effectively to enhance operational workflows.
  • Assisted in clearing and settlement processes with Euroclear, ensuring regulatory compliance.
  • Oversaw CAD settlement processes and provided coverage for LATAM and Mexican markets, including FX support
  • Supported trade reconciliation and identified discrepancies to ensure accurate record-keeping.
  • Supported client requests, providing timely responses and resolutions.
  • Assisted in netting and partialing trades in SafeGUI, optimizing transaction processes.
  • Analyzed operational processes to identify efficiency improvements and streamline workflows.
  • Developed and maintained documentation for procedures, enhancing team knowledge sharing and training effectiveness.
  • Implemented process improvements that reduced response times for client inquiries, increasing overall satisfaction levels.
  • Participated in operations team meetings to coordinate and assign project management tasks.
  • Collaborated with operations team to provide excellent customer service and foster positive work environment.


Business Analyst

HOPEWELL CANCER SUPPORT INC
01.2023 - 12.2023
  • Facilitated collaborative meetings with stakeholders to discuss project objectives and deliverables
  • Wrote complex, efficient, and accurate SQL queries utilizing massive data sets
  • Uncovered trends and patterns in facility performance versus budget, forecast, and past period performance
  • Analyzed financial and marketing data to derive insights on conversions, retentions and financial performance
  • Created dynamic dashboards, reports, presentations to identify insights and present it to stakeholders
  • Analyzed data trends to support decision-making processes for program development.
  • Collaborated with cross-functional teams to enhance operational workflows and efficiencies.

Financial Analysis Intern

NYAYA HEALTH NEPAL
01.2022 - 12.2022
  • Assisted in data collection and clean up using SQL queries, and visualized finding using Tableau
  • Assisted with annual budgeting and quarterly forecasting processes, ensuring accuracy to financial targets
  • Facilitated meetings with diverse stakeholders regarding updates on status of the financial performance
  • Assisted in the development of annual operating plans and long-term forecasts.
  • Utilized Microsoft Excel to build complex spreadsheets with multiple functions.
  • Identified areas of cost savings through detailed expense analysis projects.

Math Tutor

WASHBURN UNIVERSITY
01.2020 - 05.2020
  • Advised students on how to best approach challenging math problems
  • Researched new strategies for teaching mathematics concepts more efficiently

Education

BACHELOR OF SCIENCE - BUSINESS ANALYTICS

Wilmington University
DE
06.2023

Skills

  • Budgeting and Forecasting
  • Python
  • Collaboration
  • Agile Software Development
  • Team collaboration
  • SQL
  • R-Studio
  • MS Office Suite
  • PowerBi
  • Effective communication

Certification

  • MySQL- MySQL for Data Analytics and Business Intelligence
  • Introduction to Scrum Master

Timeline

Operations Support Analyst

MORGAN STANLEY
04.2024 - Current

Business Analyst

HOPEWELL CANCER SUPPORT INC
01.2023 - 12.2023

Financial Analysis Intern

NYAYA HEALTH NEPAL
01.2022 - 12.2022

Math Tutor

WASHBURN UNIVERSITY
01.2020 - 05.2020

BACHELOR OF SCIENCE - BUSINESS ANALYTICS

Wilmington University