MS-Office
Navika Khandelwal
Investment Banker
Summary
Experienced investment professional with a passion for global finance. Holds a certification in Investment Banking and Stock market. Keen to leverage skills and expertise in quantitative and qualitative analysis. Possesses a strong understanding of financial markets, asset classes, and investment strategies. Looking forward to advancing knowledge and developing within the finance sector by aiming to contribute a robust work ethic and analytical aptitude to a demanding position.
Overview
4
4
years of professional experience
5
5
Certifications
Work History
Middle Office Associate
BNY Mellon
07.2022 - Current
- Demonstrates comprehensive knowledge of derivative securities, fixed income, equities, and alternative investments.
- Received Spotlight award for remarkable performance and automation skills.
- Assisted in reconciliation for client accounts, ensuring completeness and accuracy of financial records.
- Independently managing a client, showcasing my ability to handle responsibilities with a focus on excellence
- Managing a team of two and trained them on crucial SOPs.
- Strong expertise in the function of Review and research performed quality checks of cash recon and position recon, identified variance, and sourced it to responsible parties
- Received acknowledgment from the On-shore team within a remarkably short span of three months for my effective client management, underscoring my commitment to prompt and high-quality service
- Extended my expertise to another client within six months, showcasing my agility in adapting to new challenges
- Proactively engaged in automation initiatives by acquiring proficiency in Pentaho, Xceptor, and Python software.
- Successfully automated 2 projects using Pentaho, reflecting my commitment to enhancing operational efficiency through innovative technological solutions.
Self Employed
Independently Employed
04.2021 - 05.2022
- Conduct market research and analysis to stay informed about current market trends, economic conditions, and political events that could affect trading decisions.
- Hands-on experience in technical analysis. Monitor and analyze market conditions to identify potential trading opportunities.
- Stay current with the latest developments in financial technology and market analysis tools, and continuously seek opportunities to improve trading performance.
- Maintained a Positive P&L for independent Portfolio.
Article Assistant
SSPS & Co. (CA Firm)
09.2020 - 02.2021
- Working knowledge of accounting packages and taxation software like Tally ERP 9 and COMPU-OFFICE
- Presented research work on accounting, taxation and legal aspect of the online gaming industry.
- Analyzed company cash flow trends for better understanding of revenue streams and cost structures, informing strategic planning efforts.
- Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with the process.
Education
Certified Investment Banking Operations Professional - Investment Banking
Imarticus Learning
Jaipur, India 04.2001 -
Bachelors Of Commerce - Financial Accounting
Rajasthan University
Jaipur, India 04.2001 - 2022.04
AISSCE - Commerce With Mathematics
B.V.B Vidyashram School
Jaipur, India05.2018
Skills
- Organization and Time Management
- Networking
- Quality Assurance
- Data Management
- Research
- Decision-Making
- Teamwork and Collaboration
- Supervision and leadership
Software
Bloomberg
Pentaho
Eagle Go
Python
Xceptor
TLM
Power BI
Certification
NSE-certified in Option Strategies, Technical Patterns, andAnalysis.
Extracurricular Activities
Volunteered in NGO Participate in Model United Nation ( 2016) Volunteered various social events in school
Timeline
Middle Office Associate
BNY Mellon
07.2022 - Current
Self Employed
Independently Employed
04.2021 - 05.2022
Article Assistant
SSPS & Co. (CA Firm)
09.2020 - 02.2021
Certified Investment Banking Operations Professional - Investment Banking
Imarticus Learning
04.2001 -
Bachelors Of Commerce - Financial Accounting
Rajasthan University
04.2001 - 2022.04
AISSCE - Commerce With Mathematics
B.V.B Vidyashram School
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