Summary
Overview
Work History
Education
Skills
Timeline
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Rishab Marocha

New Hyde Park,NY

Summary

Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance. Goal-oriented Business Analyst successfully assists companies by developing and implementing updates to operational standards, team organization and employee engagement strategies. Proactive and personable leader with top-notch skills in streamlining information, prioritizing tasks and approaching issues with analytical mindset. Bringing years of experience and demonstrated track record of success.

Overview

6
6
years of professional experience

Work History

Third Party Risk Management

Scotia Bank
New York, NY
01.2024 - Current
  • Partnered with business units, operations, technology, risk management, and other stakeholders to understand the business environment, evolving business priorities, and obtain key data and information.
  • Maintained ongoing business relationships with third-party vendors, ensuring effective oversight and governance throughout the vendor and service management lifecycle.
  • Conducted third-party service due diligence and risk assessments, reviewed contracts/agreements, and performed ongoing performance monitoring.
  • Managed incident and issues management, including reporting, as well as onboarding, offboarding, and contract renewal support for third-party vendors.
  • Led various projects and other duties as assigned, demonstrating flexibility and adaptability in a dynamic environment.
  • Applied an understanding of the bank's risk appetite and risk culture in day-to-day activities and decisions, ensuring alignment with organizational objectives.
  • Actively pursued effective and efficient operations within respective areas, ensuring adherence to day-to-day business controls to meet obligations.
  • Helped the Business and Vendors fill out all Due Diligence Questionnaires.
  • Used software applications such as Power BI & Coupa.

Business Analyst - Client Onboarding

Morgan Stanley
New York, NY
11.2022 - 08.2023
  • Maintained client relationships by partnering with internal teams to understand client goals and objectives.
  • Developed relationships with stakeholders to maximize performance resulting in customer satisfaction.
  • Provided regular reporting and wrap-up analyses using various data points.
  • Set up reporting requested by the client for trading accounts such as EMIR DRA & 3rd party reporting.
  • Worked with important documentation IE; Prospectus, IMA & ISDA.
  • Opened trading accounts such as Futures, Equity Swaps, OTC Clearing & FX.
  • Worked with both Hedge Funds & Prime Brokerage to onboard funds for SRM clients.
  • Coordinated weekly client meetings to go over the current pipeline and resolve any issues the client may be facing.
  • Focused on achieving the highest level of expectations to meet client and firm satisfaction.
  • Worked with IT teams to implement API processes with high-volume clients.
  • Submitted Jira tickets to track and assist with ongoing issues.

Tax Intern

Evolved Tax And Advisory
Manhattan , NY
02.2022 - 10.2022
  • Completed tax returns for individuals, trusts, partnerships and corporations.
  • Input tax information into GoSystem to track details and complete returns.
  • Displayed enthusiastic collaboration and networking skills in working as part of diverse and fast-paced tax team.
  • Prepared engagement correspondence, financial balance reports and depreciation schedules and entered data for computer applications.
  • Assisted professional staff in gathering data for tax return preparation, maintained tax library and managed client tax and auditing files.
  • Invoiced customers, reconciled accounts and managed other bookkeeping tasks.

Associate Banker

J.P Morgan Chase
New Hyde Park, NY
12.2020 - 01.2022
  • Assisted clients by maintaining accounts and building relationships.
  • Ensuring financial transactions are completed accurately and efficiently.
  • Supporting customers with traditional banking needs and complex service transactions.

Manager

Cvs Pharmacy Inc
New Hyde Park, NY
12.2018 - 06.2020
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Evaluated operational trends and made proactive strategy adjustments to maintain alignment between performance and objectives.
  • Greeted and encouraged feedback from customers to implement in-store operational changes.

Education

Bachelor of Arts - Finance

Baruch College of The City University of New York
05.2022

Skills

  • Project management
  • Process improvement
  • Customer service
  • Team building
  • Communications
  • Problem resolution
  • Business operations
  • Supervision
  • Money auditing
  • Money handling
  • Financial processes understanding
  • Excel
  • Power Point
  • Quality Assurance
  • Jira

Timeline

Third Party Risk Management

Scotia Bank
01.2024 - Current

Business Analyst - Client Onboarding

Morgan Stanley
11.2022 - 08.2023

Tax Intern

Evolved Tax And Advisory
02.2022 - 10.2022

Associate Banker

J.P Morgan Chase
12.2020 - 01.2022

Manager

Cvs Pharmacy Inc
12.2018 - 06.2020

Bachelor of Arts - Finance

Baruch College of The City University of New York

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Rishab Marocha