Sports
Kimberly Dsouza
Operations Analyst
Mumbai
Summary
Dynamic Analyst with experience at Morgan Stanley, proficient at enhancing document management workflows and ensuring compliance. Proven communication and leadership skills, successfully collaborating across teams to resolve discrepancies. Proficient in MS Office, Powerpoint and Excel, driving process improvements that increased indexing accuracy and efficiency. Committed to maintaining confidentiality and security of sensitive information.
Overview
1
1
year of professional experience
2
2
years of post-secondary education
Work History
Analyst
Morgan Stanley
Mumbai
04.2024 - Current
- Review and analyze incoming correspondence such as account opening forms, asset transfer requests, trade confirmations, KYC documentation, and client communications.
- Accurately categorize and index all correspondence into the firm’s document management and workflow systems based on client, account number, document type, and service request category.
- Ensure proper routing of indexed documents to relevant teams including Client Services, Compliance, Portfolio Management, and Financial Advisors.
- Collaborate with different teams to resolve any discrepancies or incomplete documentation before indexing.
- Ensure confidentiality and security of client and firm information in accordance with internal policies and industry regulations.
- Support audits and internal reviews by providing accurate and timely access to indexed correspondence.
- Identify and suggest process improvements for better accuracy and efficiency in the indexing workflow.
Education
Bachelor of Management Studies - Human Resources
St Andrews College of Arts, Science & Commerce
Mumbai 06.2021 - 04.2023
HSC - Commerce
St Francis D'assisi Jr College
Mumbai, India 06.2019 - 02.2020
SSC -
Holy Cross Convent School
Mumbai 06.2018 - 03.2018
Skills
Communication
Leadership
Presentation
Time Management
People and Client Relationship Development
MS Office- PowerPoint & Excel
Meeting Deadlines
Ability to Multi task
Team Player
Interests
Music
People and Culture
Timeline
Analyst
Morgan Stanley
04.2024 - Current
Bachelor of Management Studies - Human Resources
St Andrews College of Arts, Science & Commerce
06.2021 - 04.2023
HSC - Commerce
St Francis D'assisi Jr College
06.2019 - 02.2020
SSC -
Holy Cross Convent School
06.2018 - 03.2018
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