Ankit Pratik
Mumbai
Summary
Intend to build career in the field of Index business by building investment products for the fund managers where I can utilize my skills and improvise on it by adding latest technology
Overview
5
5
years of professional experience
1
1
Certification
Work History
Representative 2, Client Services
S&P Global
11.2023 - Current
- Resolving analytical client queries on Index Methodology, Index data, and Calculation
- Handling queries on Corporate action announcement and treatment on Index
- Coordinating with Index production and commercial team on client queries.
- Resolving team doubts and creating documentation on frequently received questions from client
Exempt Non Officer
Credit Suisse
11.2022 - 10.2023
- Supporting the daily Index values calculation and manually running the different index batches in cases of any issues,
- Verifying the DQMS in case of stale and spike for index tickers using the Bloomberg terminal
- Coordinating with Bloomberg on support chat in case of any discrepancies of price or corporate action data
- Running the manual recons and tracking corporate actions on daily basis
- Sending Daily handover mail and end of the day checkout mail to different teams across regions
Product Specialist
FactSet
05.2021 - 09.2022
- Supported Portfolio view (PV) and Portfolio management platform (PMP) applications by answering questions, troubleshooting bugs, and working on enhancement requests
- Working on the development of PMP Web project which includes complete ownership of respective modules/ functionality with regard to the application
- Working on the development of Fixed Income asset class which includes terms and conditions, basic valuation and pricing source, and hierarchy for fixed income securities
- Analyzing use cases and writing requirements which includes acceptance criteria for workflow.
- Utilize Agile and other project management processes to enhance thedevelopment of PMP Web
Financial Analyst
C2FO
10.2020 - 05.2021
- Assessing financial profile by analyzing P&L, Balance Sheet, Free Cash Flows, key ratios and benchmarking with the peer’s performance.
- Assessing credit quality of suppliers by performing fundamental analysis including due diligence, business analysis, and financial analysis.
- Preparing Pitch books for the Enterprise sales team and interacting with them for improvements in the report related to data points.
- Continuous monitoring and surveillance of public companies, which includes recent developments, news events, credit rating changes etc
- Estimation of the Business in their working capital requirement in the short term and justifying in the pitch book with their bank borrowings
Senior Analyst
Indxx
11.2018 - 09.2020
- Adjustment of different Corporate Actions in the Index portfolio as per methodology guide. Validation for Index divisor and values after adjusting Corporate Action as per return type of the Index
- Identify complex corporate actions and work towards strategically implementing them in STOXX Indices.
- Managed Cap Factor Calculation of indices on thebasis of Multi Level Capping over ICB Industry, Region, and Security.
- Calculation of different types of weighting involved in Index creation and Rebalancing the Index as per the Rebalancing Calendar
- Validation for risk-return calculation i.e., Tracking error, Drawdown, and Sharpe ratio.
- Worked on buffer rules methodology which is applied during the creation of fixed number of components index.
- Backtesting of the Index using GUI and API and validation of respective rules applied while Index creation
- Using basic SQL queries to fetch different index-level data which are used by Istudio.
- Working on APIs (Code logs and Code Review) using Postman to check backend calculations.
- Coordinating with Different Teams both onshore and offshore with regards to development of project and represent team in weekly bug report meeting.
Education
MBA - Banking And Finance
Symbiosis School Banking And Finance
Pune05.2018
B.tech - Electrical And Electronics Engineering
Gandhi Institute of Engineering And Technolgy
Gunupur05.2016
Skills
- Index Calculation
- Mutual funds
- Corporate Actions
- Financial Data Validation
- Troubleshooting and Client Queries
- Ms-Excel
- SQL and Postman
- Functionality Testing
Certification
NISM Research Analyst
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Timeline
Representative 2, Client Services
S&P Global
11.2023 - Current
Exempt Non Officer
Credit Suisse
11.2022 - 10.2023
Product Specialist
FactSet
05.2021 - 09.2022
Financial Analyst
C2FO
10.2020 - 05.2021
Senior Analyst
Indxx
11.2018 - 09.2020
MBA - Banking And Finance
Symbiosis School Banking And Finance
B.tech - Electrical And Electronics Engineering
Gandhi Institute of Engineering And Technolgy
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