Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Siddhi Bokadia

Mumbai,

Overview

2
2
years of professional experience

Work History

Analyst – Liquidity Reporting

Goldman Sachs – Asset and Wealth Management
09.2023 - 06.2024

The Liquidity Management team, under Trade Management Operations, is responsible for comprehensive oversight of cash and collateral, trade life cycle coordination, and serves as the central point of contact for all GSAM operations-related inquiries.

  • Collaborated closely with Fixed Income, Money Market, and Quantitative Equity trading desks to deliver accurate portfolio liquidity reporting, supporting daily funding requirements and optimizing idle cash deployment.
  • Monitored portfolio NAV fluctuations by analyzing market movements—including key indices like the S&P 500—and executed foreign exchange (FX) transactions to ensure seamless multi-currency settlements across GSAM strategies.
  • Investigated MT300 SWIFT messages and generated trade-dated cash flow projections to proactively prevent overdrafts and liquidity shortfalls.
  • Supported traders and brokers in managing intraday overdrafts and cash buffers, enabling timely transaction execution and mitigating operational risk.
  • Developed strong working relationships with custodians and fund administrators to resolve trade discrepancies and enhance operational transparency through standardized procedures and process improvements.
  • Proactively identified and resolved operational issues, mitigating potential client impact through root-cause analysis and preventive action planning.

Investment Research Intern

RS Financial Consulting
09.2022 - 12.2022

zzStructured and actively managed a simulated large-cap equity portfolio, generating a 14% return through informed stock selection and disciplined trade execution.

  • Analyzed global equity trends in relation to domestic market sentiment to forecast directional movement in Indian benchmark indices (Nifty 50 and Sensex).
  • Interpreted analyst reports and implemented high-conviction trades based on favorable recommendations, resulting in a cumulative return of 60% over 120 trading days.
  • Gained foundational knowledge of equity markets, financial products, and trading strategies through hands-on training and case-based discussions.

Education

Advanced Diploma - Management Accounting

Chartered Institute of Management Accounting
UK
08-2022

Post Graduate Diploma - Global Business and Finance

Stella Maris College
Chennai, India
12.2021

Bachelor of Commerce - Corporate Secretaryship

Stella Maris College
Chennai, India
04.2020

Skills

  • MS Excel, Word & PowerPoint Proficiency, SWIFT & FX Settlement Systems (MT300), Tally ERP 9, Market Trend & NAV Impact Evaluation, Risk analysis

Accomplishments

  • Nuage Digital Magazine
    Editorial Team Member | August 2018
    Collaborated with a 20-member team to launch a youth-led e-magazine focused on fashion, food, fitness, and lifestyle.
    Supported theme planning, content coordination, and timely digital publication

Timeline

Analyst – Liquidity Reporting

Goldman Sachs – Asset and Wealth Management
09.2023 - 06.2024

Investment Research Intern

RS Financial Consulting
09.2022 - 12.2022

Advanced Diploma - Management Accounting

Chartered Institute of Management Accounting

Post Graduate Diploma - Global Business and Finance

Stella Maris College

Bachelor of Commerce - Corporate Secretaryship

Stella Maris College
Siddhi Bokadia