Summary
Overview
Work History
Education
Skills
Timeline
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Pooja Sharma

Oakville,ON

Summary

5+ years of experience as Financial professional in Investment Banking operations, Capital Market and Money Market. Proficient in DTCC, Swapswire/Markitwire, Sharepoint, Markitserv, Imatch, Summit, MS office Suit, Outlook, ISDA documents, Microsoft Excel, Creation of templates and procedures, Corporate Actions. Expert in investigating and resolving discrepancies. Possess a good understanding of the risks inherent in the Equity, IRS and Fx operations environment and demonstrate good discipline around control and escalation. Good knowledge of capital and derivative markets like Swaps, Options, Forward, Fixed income derivatives, Interest Rate swaps, Credit default swap, Futures, FX options, FRA, TRS, Equity options, Equity Swaps, Swaptions, Cross Currency Swap, Cap, Floor, Equity baskets etc. Sound knowledge and working experience of Foreign Exchange and OTC derivative transactions, trade capture, their documentations, global payments, settlements, amendments etc. Detailed knowledge and working experience of Trade Life Cycle, ISDA documents, Master Confirmations agreement, termsheet reconciliation, trade capture, trade reconciliations, corporate actions. Be highly organized, focused with practiced skills in operating effectively to tight deadlines within a high risk and high volume environment. Expertise in performing root cause analysis that resulted in quality and controlled inflow/outstanding volume. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

5
5
years of professional experience

Work History

Senior Finance Analyst

EClerx Services Limited
03.2012 - 10.2015
  • Adherence to ISDA and other market standards.
  • Managing Queues for trade affirmation and confirmation purposes.
  • Interaction with Client & Counterparties for resolving discrepancies.
  • Researched macroeconomic, industry and company-specific data to inform investment decisions.
  • Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
  • To confirm the trades through different firmware’s.
  • Identify disputes/discrepancies in booking, client or our documents and get it resolved to execute the trade and get it settled in timely manner.
  • Preparation of Monthly business review report and resource utilization. Worked as acting team lead, work allocation in team, query resolution, guiding team and providing knowledge trainings.
  • Monitored market trends and news to identify emerging opportunities.
  • Handle escalations and critical emails or queries. Escalation of issues to higher.
  • Reconciling the trades agreement and derivative contracts on daily basis.
  • Generating and maintaining daily tracker Reports for clients.
  • Reviewing processes and suggesting/implementing improvements & changes to current procedures.
  • Analyzing, Investigating, and resolving of discrepant trades.
  • Establish strong client relationships, while maintaining balance between company
  • Managing currencies cut off to make payments.
  • Given multiple training sessions to other teams and team members.
  • Worked as critical resource for various processes.

Executive - Customer Engagement

Sharekhan Limted
08.2010 - 03.2012
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
  • Built relationships with customers and community to establish long-term business growth.
  • Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Dealing in NSE’s Capital market segment
  • Dealing in BSE’s Capital market segment
  • Performing an electronic and doc to doc reconciliation and highlighting discrepancies, resolving disputes to get them executed
  • Promptly researching and responding to all the queries from internal and external business groups as well as clients by adhering to process procedures and quality controls
  • Migration of trades from electronic to paper confirmation or vice versa.
  • Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
  • Keep updated the investors and clients about corporate actions Maintain and publish reports to keep our clients informed about gain and loss status
  • Client’s margin money and market position management in F&O segment

Education

Master of International Business (MIB) - International Business

MLSU
Udaipur, Rajasthan
07.2010

Bachelor of Business Management - Business Management

MLSU
Udaipur, Rajasthan
07.2008

Skills

  • Cost accounting, Corporate Finance Knowledge, Data Validation Techniques, Budgeting, Risk
  • Monthly Financial Statements
  • General Ledger Journal Entry
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint), MS Access
  • Account Reconciliation
  • Monthly Close Reporting
  • Data Research and Analysis
  • Financial Reporting and Analysis
  • Adobe Software
  • Data Collection
  • Customer Relationship Management
  • Income Statements

Timeline

Senior Finance Analyst

EClerx Services Limited
03.2012 - 10.2015

Executive - Customer Engagement

Sharekhan Limted
08.2010 - 03.2012

Master of International Business (MIB) - International Business

MLSU

Bachelor of Business Management - Business Management

MLSU
Pooja Sharma