Nikki Kalra
Oshawa,Canada
Summary
Detail-oriented financial data and content operations professional with 10+ years of experience in investment research, fund administration, and corporate finance analysis. Skilled in tracking M&A transactions, capital offerings, and VC funding rounds with expertise in financial content collection, automated data workflows, and reporting. Adept at ensuring data accuracy, troubleshooting content pipelines, and collaborating with cross-functional teams to optimize content delivery. Strong proficiency in Excel/Google Sheets, financial databases (Bloomberg, FactSet, Capital IQ, Pitchbook), and CRM systems.
Overview
14
14
years of professional experience
Work History
Supervisor, Investor Relations
Citco (Canada), Inc.
12.2021 - Current
- Overseeing fund launches, capital calls/distributions, and investor reporting with focus on data accuracy and compliance.
- Managing investor content workflows, ensuring proper categorization of fund details and financial disclosures.
- Coordinating with cross-functional teams to resolve content/transaction discrepancies and supported process documentation.
- Creating Excel/Google Sheets reports for capital activities, fund structures, and transaction monitoring.
- Training and mentoring team members, improving process efficiency and quality control.
Delivery Lead
Acuity Knowledge Partners
06.2021 - 10.2021
- Supporting client financial research projects, including transaction analysis and investor data management.
- Conducting reviews of private equity fund presentations and investment terms, updating CRM databases for accuracy.
- Assisting in data flow monitoring and troubleshooting within client reporting processes.
- Ensuring data quality and consistency by reconciling portfolio-level operational and transaction data.
Senior Data Researcher, Financial Content
S&P Global Market Intelligence
07.2011 - 03.2020
- Sourcing and extracting content using various tools and applications to capture mergers and acquisitions from all over the world.
- Researching, analyzing, and tracking M&A transactions, capital offerings, reorganizations, tender offers, spin-offs, and funding rounds.
- Monitoring SEC/SEDAR filings, stock exchange disclosures, press releases, and other web content to capture accurate transaction data.
- Leading data quality improvement initiatives and addressing client inquiries in a timely manner.
- Collaborating with product and engineering teams on content pipeline improvements, UAT, and production support.
- Developing SOPs, documenting processes, and supporting client escalations for transaction data content.
Education
PGDM (MBA Equivalent) - Finance
New Delhi Institute of Management
04-2011
Bachelor of Commerce (B.Com) -
Delhi University
04-2008
Skills
- Financial Data Research & Transaction Analysis (M&A, Capital Markets, VC Rounds)
- Content Operations & Process Monitoring
- Data Quality Assurance & Troubleshooting
- Advanced Excel / Google Sheets (Formulas, Pivot Tables, Reports)
- Investor Reporting & Documentation
- Stakeholder Management (Product, Engineering, Vendors)
- Bloomberg
- FactSet
- Capital IQ
- Pitchbook
- Salesforce
- Investran
- Intralinks
Timeline
Supervisor, Investor Relations
Citco (Canada), Inc.
12.2021 - Current
Delivery Lead
Acuity Knowledge Partners
06.2021 - 10.2021
Senior Data Researcher, Financial Content
S&P Global Market Intelligence
07.2011 - 03.2020
PGDM (MBA Equivalent) - Finance
New Delhi Institute of Management
Bachelor of Commerce (B.Com) -
Delhi University
Similar Profiles
Mylene MadarangMylene Madarang
Fund Service Manager at Citco Canada Inc. (HFX Canada Office)Fund Service Manager at Citco Canada Inc. (HFX Canada Office)
Kaveri BKKaveri BK
Assistant Vice President Interface Solutions at Citco (Canada) Inc.Assistant Vice President Interface Solutions at Citco (Canada) Inc.
Kate PooleKate Poole
Payroll & Benefits Manager at Citco (Canada) IncPayroll & Benefits Manager at Citco (Canada) Inc
SAMUEL ATUHIIRESAMUEL ATUHIIRE
Volunteer at YMCA Child Development CenterVolunteer at YMCA Child Development Center
Muskaan AroraMuskaan Arora
Client Service Specialist at Questrade Financial GroupClient Service Specialist at Questrade Financial Group