Snehith Reddy Kankanala
Victoria,BC
Summary
Experienced financial professional with a solid history of providing comprehensive financial advice and solutions. Recognized for exceptional analytical abilities and adeptness in crafting effective financial strategies. Collaborative team player committed to ensuring client satisfaction and adept at adapting to dynamic market conditions.
Overview
5
5
years of professional experience
Work History
Financial Advisor Client Solutions
FactSet
08.2022 - 03.2025
- Financial Analysis: Conducted in-depth analysis of complex financial documents, including Company Financials, Performance Forecasts, and M&A Transactions.
- Insight Extraction: Provided valuable insights to clients across the US, APAC, and EMEA regions, enhancing their investment returns.
- Product Development: Generated proofs for FactSet methodologies and actively pitched products, incorporating client feedback for continuous improvement.
- Custom Modelling: Developed FactSet models and crafted Excel codes to compute historical and projected data on share prices and market capitalization.
- Portfolio Reporting: Created Portfolio Analysis and Risk analysis using different applications as per client requirements.
- Portfolio Management: Evaluated and managed portfolios for banking and wealth management institutions, optimizing performance with attribution tools.
- Client Collaboration: Addressed over 3,200 client queries and collaborated with major clients from investment banks and wealth management firms.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
Sr. Finance& Operation Associate
WNS Global Services Pvt Ltd
07.2020 - 08.2022
- Enhanced operational efficiency by implementing Bloomberg Terminal, reducing verification and resolution times by 15%.
- Led project optimizations, achieving a 5% operational cost reduction within one year.
- Identified operational inefficiencies and implemented improvements, boosting productivity by 30% and reducing costs by 15%.
- Using targeted SQL data extraction techniques, boosted report accuracy by 20% and cut processing time by 20%.
- Ensured 100% accuracy in daily reconciliations of global investment transactions, eliminating financial discrepancies.
- Resolved 95% of complex trade discrepancies within 24 hours by collaborating with portfolio managers, traders, and fund administrators.
Education
MBA - Finance & Marketing
International School of Business & Media
India05-2020
Skills
- Competed CIFC Certification Licensing ( IFSE institute)
- MySQL,
- Proficient in Bloomberg and FactSet applications
- Excel and PowerPoint proficiency
- Investment Foundation certificate (CFA)
- Financial services expertise
- Problem-solving skills
- Client relationship development
- Portfolio construction
- Verbal and written communication
- Pursuing CPA & CFA certifications
- Sales expertise
Timeline
Financial Advisor Client Solutions
FactSet
08.2022 - 03.2025
Sr. Finance& Operation Associate
WNS Global Services Pvt Ltd
07.2020 - 08.2022
MBA - Finance & Marketing
International School of Business & Media
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