RAJENDRA SHINDE
Mumbai,DC
Overview
1
1
Certification
Work History
Analyst I
Northern Trust Corporation
- Responsible for all aspects of settlements for trades, Dividend, Bond and Corporate actions
- Reconciliation and analysis of FX breaks
- Daily communication with the internal teams like IMLG and GFS (Global Fund Services) team for timely closure of recon break through emails and internal software like ERM
- Process FX repatriation for non-trade activities like dividend, bond, corporate action, tax reclaim and miscellaneous activities
- Responding to internal client’s queries on emails (reps) over breaks
- Acting as a process owner, and being accountable
- Developing and improving existing process and reporting.
Research Associate
Morningstar India Private Limited
- Track M&A transactions using secondary research like newspaper articles, company’s website, databases , company filings such as presentations, 10K’s and 10Q’s for critical information
- Maintaining quality of 100% (zero error) and tracking 15 deals in a day surpassing the target of 11 deals in a day
- Grasp complex details quickly
- Analytical problem-solving skills.
Retention Executive
Eagle Global Solutions
- Handling the most difficult customers by managing two chats at a time and 20 chats overall
- Pitching deals and cross-selling the clients over chats
- On an average made a sale of USD 5000 monthly.
Foreclosure Consultant
Ocwen Financial Solutions
- Interacting with US attorneys on a daily basis over phone calls and emails
- The daily task involved interacting with US attorneys over phone calls and emails and checking if the lack of documentation was the reason and if not then probing them further in order to know the reasons for the non-completion of the process.
Summer Equity Research Internship
The Money Roller
05.2024
- Comparative analysis of Tata Metaliks with its peers in the industry
- Executed a detailed financial evaluation of Tata Metaliks, leveraging critical metrics including sales figures and CAGR; concluded that the company outperformed 4 competitors in profitability and overall market position.
Analyst
Institutional Shareholder Services
- Current
- Feed into quarterly, semi-annual and annual subscription-based research reports like Retail Brokerage, Fee based report, Profitability Report etc
- Write commentaries, analysis, and market outlook
- Collaborate with various stakeholders like th.e product team or the Canada based distribution team on various lead stories
- Regularly interacting with the Canadian counterparts over calls, emails and on teams
- Developing graphs and charts within excel to illustrate trends and analysis
- Communicating the same to the top management
- Discuss data discrepancies, arrange meetings to discuss these discrepancies to ensure smooth data submission so that it aligns with predefined standards
- Tracking of distribution channel metrics like sales, total assets, product-mix etc
- Undergo necessary trainings
- Training new joinees
- Responsible for creating visually engaging slides in powerpoint summarizing meaningful insights and trends
- Responsible for delivering ad-hoc requests of the product and the distribution teams
- Identify data quality issues and necessary information to various stakeholders.
Education
Masters in Management Studies (Finance) -
University of Mumbai / PTVA’s Institue of Management
Bachelor of Commerce - Accounting
D G Ruparel College
Skills
- Master’s degree in business administration with Finance as a specialization
- Proficient with Microsoft Excel, PowerPoint, and other Office applications
- Excellent communication skills (written and spoken) and attention to detail
- Exceptional analytical and quantitative problem-solving skills
- Ability to work independently, multi-task, organize time and produce results
- Knowledge of the financial services industry
- Ability to work collaboratively in a team and create an inclusive environment
- Ability to solve problems through quantitative thinking and analysis
Certification
- NISM Series-VIII Equity Derivatives Certification, 01/03/20, 12/30/22
- CFI Reading Financial Statements Certification, 03/13/21
Hobbies and Interests
IT and other skills: Microsoft Office, Word, Excel, Powerpoint, Excellent English written and communication skills, Good understanding of Financial Securities
Personalaccomplishment
Co-authored a published research paper on “Women Empowerment” for Ajanta Publications
Timeline
Summer Equity Research Internship
The Money Roller
05.2024
Analyst I
Northern Trust Corporation
Research Associate
Morningstar India Private Limited
Retention Executive
Eagle Global Solutions
Foreclosure Consultant
Ocwen Financial Solutions
Analyst
Institutional Shareholder Services
- Current
Bachelor of Commerce - Accounting
D G Ruparel College
Masters in Management Studies (Finance) -
University of Mumbai / PTVA’s Institue of Management
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