NIRANJAN SANT: +919886110961: niranjansant@gmail.com

Financial Analysis | Bloomberg | Portfolio Management | Portfolio Reconciliation

An ardent financial analyst with experience in strengthening companies to lead in highly competitive situations

KEY SKILLS

Analysis of financial statements

Portfolio Reconciliation

Financial Analysis

Portfolio Management

Portfolio performance Analysis

Bloomberg Terminal

Financial Transaction Analysis

Analysis of Financial securities

PROFILE SUMMARY

Associate financial analyst at Qness Software Pvt Ltd, working on company’s core business of wealth management.

Working on Bloomberg terminal to track real time market data throughout the globe, analysis of security prices and pushing it in real time system.

Working on major multimillionaire financial portfolios & multimillionaire individual clients of the company, undertaking regular portfolio performance analysis & monthly reconciliation report preparation.

Rigorously working on security pricing analysis & update from Bloomberg, including equity, fund, futures, option / warrants, bond & structured product prices & security valuation.

Working on 6 major clients of company which are ultra-high net worth individuals, family offices and trustees to consolidate, monitor and supervise the management of their assets & investment portfolios.

Postgraduate Degree in Finance from University of Waikato, Hamilton New Zealand, one of the top 100 universities in the world for Finance & finance research.

A go-getter with strong communication, coordination, analytical & networking abilities

Pursuing gold class certification of Certified financial planner (CFP)

ORGANISATIONAL EXPERIENCE

Jun 15 to Present Qness Software Pvt Ltd, Bangalore, India as Associate Financial AnalystRoles and Responsibilities: Working on Bloomberg terminal to monitor and analyse real-time financial market data and place trades on the

electronic trading platform, entering real time trades into system. Reconciliation at the end of every month for respective clients along with providing reasons for any discrepancies

between the Bank A/c and Client’s A/c at our end. Manipulating transactional data to be used through SQL. Preliminary report generation by performing financial

instrument segmentation based on previous and current performances in Excel. Responsible for quality of data available in data base and identify and fix the errors based on the data availability. Financial market analysis, study and interpretation on cash movement. Working on analysis of financial statements. Portfolio performance analysis, analysis of capital market security trading, Analysis of investment & portfolio management Analysing capital market securities and performing transactions condition Studies on hedge fund, mutual fund,

equities, bonds, other derivatives, future and option strategies. He is also involved in analysis of volatility, contribution, asset allocation, foreign exchange risk etc. Working on company’s 6 major multimillionaire clients including ultra-high net worth individuals, family offices and

trustees to consolidate, monitor and supervise the management of their assets & investment portfolios.

Aug’14 to Dec’14 Nirvana Business Systems, Tauranga, New Zealand as Organisation and Methods Analyst

Key Result Areas: Supported and executed the development of objectives, plans, strategy and policies aimed at achieving client

satisfaction and work efficiency by optimum utilization of organisational resources Collaborated with client for their end product requirements and business shortcomings

Examined current system, internal workflows, system infrastructure; analysed and evaluated current system, shared the same with staff, directors & project manager and discussed improvement on existing system

Looked after workflow development and automation using Globiflow Tool on internal environment and for end client Generated and suggested best possible revision and alteration for methods, procedures, work flows, redefine job

function for operational effectiveness Carried out research & analysis on current system and proposed future improvements on upcoming tools and

organisational procedures Monitored full system setup, workflow configuration and automation for clients and implemented best possible

system environment

Accomplishments: Devised project management strategies such as “SCRUM” which resulted in transformation of the process Supported the implementation of Google sheet – podio integration product which resulted gaining multiple clients Received appreciation from the management for achieving successful implementation of gold exchange project

Nov’13 to Jul’14 Wintec (Waikato institute of technology) Hamilton, New Zealand as Peer Tutor

Role: Worked as a 'Tutor' for subject "Business Ethics" & "Business research methods" with Wintec (one of the premier institutes

in Waikato region for education); guided students and elaborated complex concepts and resolved their concerns Assisted students of non-English countries with difficult English word and simplified the same for better understanding

Jul’12 to Feb’13 Automatic Data Processing, Pune as Process associate

Role: Scheduled PPC/ UHRA tool training for end clients and partners and handled payroll ticket creation and processing Looked after HR administration, drafted reports and maintained payroll tracking files in Microsoft Excel, Microsoft words

and office suite Prepared minutes of meeting and established healthy relations with all clients and payroll partners Handled CRM Sales force cases & tickets for scheduling payroll processing tool training for end clients from Europe and US Managed activities including project tracking, team planning, bug tracking, issue tracking and project management though

JIRA Tool Generated and maintained payroll models/ reports and maintained client records Imparted training to new team members on systems, basic payroll functionality and manuals

Accomplishment: Merit of receiving Spot Award for outstanding performance in Training Scheduling Team and for providing stellar

service to the organisation

PROJECTS HANDLED

Project: System, Workflow Setup and Automation (Tauranga Gold Exchange, New Zealand)Period: Oct’14 – Dec’14Team Size: 4 + outsourcers and contractorsRole: Organisation and Methods Analyst & Project LeadSkills used: Workflow development using Google sheets – Podio Integration, System Automation using Globiflow

Automation Tool, Podio Project Management Tool, Microsoft Excel, Podio Bindings and Cloud ToolsDescription: Developed the whole system setup for the company which included all workflows, workflow automation,

whole system setup and structure. Created the whole knowledge base & manuals for the client to know how it should be used.

Project: Globiflow tool research analysis (Nirvana Business Systems, New Zealand)Period: Aug’14 – Oct’14Team Size: 1Role: Lead researcher & Organisation and Methods AnalystSkills used: Research & Analysis, SWOT Analysis, Implementation Analysis, Research Analysis Report Preparation &

Presentation, G Sheet and PodioDescription: Carried out complete SWOT analysis of this particular tool and prepared the intensive research & analysis

report of this tool and presented it in front of our company's directors and executives.

ACADEMIC PROJECTS

Successfully completed underlined academic projects:o Loan Amortization Model in Excel & VBA (University Of Waikato, New Zealand)o Simulating Stock Prices Model in Excel Macros (University Of Waikato)

o Company Financial Planning Model using Excel (University Of Waikato)

RESEARCH PAPER

Presented research paper on :o Dividend Signalling future earnings (University Of Waikato, New Zealand)o Relationship between Stock return and five financial variables in Indian stock market (University Of Waikato,

New Zealand)

INTERNSHIP

Organization: Asit C. Mehta Investment Intermediaries Ltd., PunePeriod: Apr’11 – Dec’11Role: Gained exposure to busy environment on trading account and margin account operations Worked on Portfolios management under portfolio manager of 500 clients Handled investment and conducted market analysis Managed clients and interacted with them to ensure smooth operations

EXTRACURRICULAR ACTIVITIES

Merit of being the Class Representative for Advance Corporate Finance & Advance Financial Modelling Distinction of being:

o Panel Member of NZUSA on learner advisory panelo Member of Waikato Student Union & Post Graduate Student Union

Bagged First Prize in the event of Trading Call, Runner up in the Business Quiz and secured first place in Management Game “Gears of Wars

ACADEMIC DETAILS

2013 Postgraduate Diploma (Finance) from University of Waikato, Hamilton New Zealand with 65%2012 Bachelor of Business Administration (Financial Management) from University of Pune with 67.5%

IT SKILLS

Well versed with Bloomberg terminal, monitoring security price movement, volatility analysis. Well versed with Horizon portfolio & investment management tool. Well versed with the concepts of MS Office (Word, Excel and PowerPoint) & Windows XP/2000 Practical work exposure on Podio project management tool, Podio - Google sheet integration, Globiflow automation,

cloud products, CRM salesforce, and JIRA

PERSONAL DETAILS

Date of Birth: 11th December 1989Languages Known: English, Marathi, Hindi, SanskritAddress: House No. 1025 1ST floor, 3rd Main, AECS layout, D Block Brookfield, Bangalore 560038