Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Vikas Yadav

Associate

Summary

Financial Analyst with 2.7 years of experience in Corporate Actions and Data Analysis. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

3
3
years of professional experience
3
3
Languages

Work History

Associate

State Street
02.2023 - Current
  • Managed corporate actions events both Mandatory and Voluntary Corporate action events, ensuring accurate and timely execution to minimize potential financial loss.
  • Processed corporate actions such as mergers, acquisitions, and dividend payments to ensure accurate fund valuation
  • Additionally, prepared MIS, Cash and Stock Report, 1141 (Ex+1, Ex-date and Ex-1) Report on daily basis, Late Announcement Activity reports to enable data driven decisions.
  • Managing over 20,000 One CA fund client accounts.
  • Maintained a high level of satisfaction with timely and accurate event processing.
  • Managed high-volume workload effectively through prioritization and time management skills.
  • Enhanced data accuracy by meticulously monitoring and processing corporate action events.
  • Reduced operational risk by diligently monitoring cash movements, trade settlements, and corporate actions within the portfolio.
  • Maintained up-to-date knowledge of market trends related to corporate actions, allowing for prompt adaptation to changes.

Education

MBA - Finance

CSIBER
Kolhapur, India
04.2001 -

Bachelor of Commerce -

T. K. Commerce College Nesari
04.2001 -

Higher Secondary - Commerce

S. S. Jr. Collage Nesari
04.2001 -

Secondary School -

S. S. High School, Adkure
04.2001 -

Skills

MS office

Computer skills

Problem-solving abilities

Time management

Decision-making

Problem-solving

Adaptability and flexibility

Leadership qualities

Work Planning and Prioritization

Teamwork and collaboration

Accomplishments

● Titan of the Month for November 2023.

● Spot Recognition Award for the month of June 2023.

● Spot Recognition Award for the month of January 2023.

● Spot Recognition Award for the month of October 2023

Additional Information

Residential Address: Om Darshan Apt, Chinchpada Gaon, , Kalyan(E) 421301.

Timeline

Associate

State Street
02.2023 - Current

MBA - Finance

CSIBER
04.2001 -

Bachelor of Commerce -

T. K. Commerce College Nesari
04.2001 -

Higher Secondary - Commerce

S. S. Jr. Collage Nesari
04.2001 -

Secondary School -

S. S. High School, Adkure
04.2001 -
Vikas YadavAssociate