Tanya Kalra
Overview
3
3
years of professional experience
Work History
Associate - Equity Execution Services, Global Banking and Markets Client Ops
Goldman Sachs
01.2025 - Current
- Managed comprehensive front-to-back trade lifecycles for institutional clients, handling allocation, reconciliation, and risk resolution to ensure accurate processing
- Partnered with prime brokers and institutional desks to manage execution strategies for complex financial instruments, including derivatives and ETFs
- Experience working directly with the trading desk and solely handling Index and Equity ETF creation and redemption process that takes place in the primary market between the ETF sponsor and authorized participants as the primary market makers in the industry
Senior Analyst - Equity Execution Services, Global Banking and Markets Client Ops
Goldman Sachs
New Delhi
03.2023 - 12.2024
- Collaborate with firm's diverse hedge fund clientele base and leading prime brokers directly on post execution trade management across DTC, USLO and other foreign markets managing operations across equity portfolios while functioning as the executing brokers
- Perform root cause analysis and clear live exceptions on specialized client flows for convertibles, step outs and NYFIX clients
- Improved allocation processes and reached 99.65% automatic trade allocation rate
- Managed all risk exceptions internally and externally for the Americas equities team, ensuring ledger accuracy, while reducing exceptions by 30%
- F2B understanding of the trade flow process leading risk monitoring initiatives to work as an SME for the broader team and utilized strong investigative skills to proactively address client queries and promptly find effective solutions for daily issues
Summer Analyst - Management and Strategy, Global Markets
Goldman Sachs
New Delhi
06.2022 - 08.2022
- Built a QlikView dashboard that displays up to $220 million in funding across businesses and products within the division, reducing the time to calculate funding allocations by 50%
- Managed unacknowledged alerts from the Trade Surveillance system to build a dashboard for the Supervisory controls group, which included 15000 rows of data
- Developed a data repository for 1900 resources for the client data protection team that are essential to conducting the daily business of the division and reduce risk exceptions
Education
M.S. - Finance with honors
The University of Texas
DallasB.A. - Economics
University of Delhi
New DelhiSkills
- Xceptor
- MS Excel
- Macros
- Advanced MS-Office
- Intermediate R
- QlikView
- Capital IQ
- Bloomberg Terminal
- CTM Allocation Platform
- ALERT
- OMGEO
- Salesforce CRM
- Intermediate Tableau and Alteryx
- Control optimization
- Data reconciliation
- Reconciliation monitoring
Accomplishments
Scholar with recognition at UT Dallas, 2022, MS Finance
Coursework
- Financial Derivatives
- Econometrics
- Financial Modelling for Valuation
- Political Economy
- International Finance
- Financial Risk Management
- Mathematical methods for Finance
- Business Analytics with R
- International Financial management
- International Corporate Finance
Timeline
Associate - Equity Execution Services, Global Banking and Markets Client Ops
Goldman Sachs
01.2025 - Current
Senior Analyst - Equity Execution Services, Global Banking and Markets Client Ops
Goldman Sachs
03.2023 - 12.2024
Summer Analyst - Management and Strategy, Global Markets
Goldman Sachs
06.2022 - 08.2022
M.S. - Finance with honors
The University of Texas
B.A. - Economics
University of Delhi