Saarthak Rewanwar
Linkedin.com/in/saarthakrewanwar
Summary
Excelling in mutual fund processing, recognized for outstanding performance within the first 100 days. Actively seeking growth opportunities in the finance industry by pursuing the CFA designation. Hold dual bachelor's degrees in Finance, Investment and Banking, and Risk Management and Insurance.
Overview
1
1
year of professional experience
Work History
Mutual Fund Specialist
U.S. Bank
Milwaukee, WI
02.2025 - Current
- Analyzed and processed ad-hoc mutual fund transaction requests with T+0 deadlines.
- Corresponded with Distribution and Correspondence teams to ensure timely account maintenance.
- Evaluated trade cancellations, account corrections, and dividend adjustments for accuracy.
- Executed client transactions while maintaining precise account records.
Information Reporting & Delivery Intern
Columbia Threadneedle Investments
Minneapolis, MN
05.2024 - 08.2024
- Drafted test cases based on user requirements from five business verticals and executed with JIRA.
- Executed User Acceptance Testing (UAT) for production enhancements of reports through VRS.
- Created visualization illustrating annualized 200 hours saved in Data Lake retrieval contributions.
- Validated data population and formatting compliance for US/EMEA Responsible Investment (RI) reporting standards.
Education
BBA - Finance, Investment, & Banking
University of Wisconsin-Madison
Madison, WI12.2024
BBA - Risk Management & Insurance
University of Wisconsin-Madison
Madison, WI12-2024
Skills
- Microsoft Office Suite
- Financial modeling
- Data visualization
- Portfolio management and asset allocation
- Risk management strategies and hedging investments
Languages
English
Native/ Bilingual
Marathi
Native/ Bilingual
French
Limited
Hindi
Limited
Timeline
Mutual Fund Specialist
U.S. Bank
02.2025 - Current
Information Reporting & Delivery Intern
Columbia Threadneedle Investments
05.2024 - 08.2024
BBA - Finance, Investment, & Banking
University of Wisconsin-Madison
BBA - Risk Management & Insurance
University of Wisconsin-Madison
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