- Consultant Database Management
- RFP
- DDQ
- Asset Management
VINIT SOGANI
Delivery Lead
Pune
Summary
CFA Level II candidate with 8+ years of relevant experience in Consultant Database Management and Investment Banking.Skilled in RFP/RFI, DDQ's and CDB functions.
Expertise in OTC Derivatives Confirmations & Chasing/Matching of Interest Rate Derivatives products. Insightful knowledge in fixed income and equity derivative products and the regulatory impact of reporting related to Mifid, CFTC, EMIR and Dodd Frank Act.
Overview
8
8
years of professional experience
Work History
Delivery Lead
Acuity Knowledge Partners
Pune
05.2020 - Current
- Curated Investment Proposals and Content for European Asset Manager.
- CDB updates of various vital & critical quantitative and qualitative data such as AUM, Fund holdings, Performance, Characteristics etc for Asset management firm based out of UK and USA.
- Primary responsible for updating 400 products across 10 databases for all major sections along with other Ad-Hoc activities.
- Work alongside other members of the RFP team to complete various RFP, DDQ requests. Attended weekly,biweekly, and monthly meetings with multiple teams to understand and complete requests.
- Played a vital role in acquisition of new business and the retention of the existing client base by delivering tailor made products and services.
- Closely collaborated with cross functional teams; including Sales, Product Specialist, HR, Portfolio Managers other departments as needed, on timely basis to source information on various funds/strategies managed by the client.
- Coordinate quality checking & proofing of all information updated.
- Well versed with the asset management industry jargon's and concepts involving ratio analysis, tracking error, performance evaluation, bonds, YTM, duration, etc.
Senior Analyst
eClerx Services
Pune
04.2017 - 03.2020
- Primary responsible for drafting and reviewing confirmations for interest rate cap, floor, inflation bonds & different swap products
- Proceeds all aspects of periodic reset for IRS, CDS & TRS products
- Liaison between trading desk, reconciliation and control group, counterparties and legal department to resolve any economic discrepancies on trades in timely manner
- Entrusted with drafting structured trades
- Chasing CP for affirmation & confirmation of IRS, Swift trades, novation agreements & breaks marked and identified as erroneous
- To dispatch all confirms on T+1 basis to counterparties and match all the parameters of trade economic details within T+2 business days
Skills
Academic Details
- Bachelor of Commerce
- PGCFR Edupristine
- NCFM Fundamental Analysis
- NCFM Financial Modelling
- NISM Research Analyst
- Bloomberg Market Concepts
Timeline
Delivery Lead
Acuity Knowledge Partners
05.2020 - Current
Senior Analyst
eClerx Services
04.2017 - 03.2020
Similar Profiles
Naveen KumarNaveen Kumar
Senior Associate at Acuity Knowledge Partners (formerly Moody’s Analytics Knowledge Services)Senior Associate at Acuity Knowledge Partners (formerly Moody’s Analytics Knowledge Services)
SREEKUMAR CVSREEKUMAR CV
Senior Associate at Acuity Knowledge PartnersSenior Associate at Acuity Knowledge Partners
Akash PamechaAkash Pamecha
Delivery Manager - Private Markets at Acuity Knowledge PartnersDelivery Manager - Private Markets at Acuity Knowledge Partners