Sakshi Shinde

Finance Associate

Navi Mumbai, India·2 years experience

Resume Verified

About

Sakshi Shinde is a results-driven finance graduate with hands-on experience in investment operations, settlements, and financial transactions. She possesses two years of experience specializing in mutual fund and pension portfolio management, ensuring accuracy and compliance. Proficient in data tools like Citrix and Pega, she excels in analytical and problem-solving tasks. She is seeking roles such as Finance Analyst, Investment Operations Analyst, or Settlements Officer.

Looking For

Finance AnalystJunior Financial AnalystFinancial Reporting SpecialistInvestment Operations AnalystTreasury AnalystAccounts AssociateSettlements OfficerReconciliation Specialist

Experience

Finance Associate

06/2021 – 12/2022

Atos Syntel

Managed transfer agency functions including dealing services and payment processing for client AEGON UK.
Processed settlements and core fund transfers for UK investment banks.
Investigated BACS/Chaps/Fast pay payments and handled high-net-worth client transactions.

Skills

Languages

EnglishHindiMarathi

Technology & Tools

CitrixPRA & PRD ComposerPEGAATGOrigoSalesforce

Financial Operations

SettlementsReconciliationMoney in Cheque-paymentsGeneral investment account to Individual saving account switchPension retirement benefit plansCredit RatingsPayment ProcessingCoreFund transfer services

Financial Analysis & Reporting

Financial Modelling and Reporting

Financial Modelling and ReportingSettlementsPension Retirement Benefit PlansCitrixPEGASalesforce

Industries

BankingInvestment ManagementFinancial ServicesWealth Management

Languages

English (Fluent)Hindi (Fluent)Marathi (Fluent)

Education & Certifications

Secondary School Certificate

Tilak High School

Higher Secondary Certificate

Tilak college of Science and Commerce

Bachelor In Accounts and Finance in Accounts and Finance

J.k college of science and Commerce

Investment Banking Analyst in Global Business Studies

Global Business Studies

Certification of MS-CIT

Back to Talent Directory

Sakshi Shinde

Finance Associate

Navi Mumbai, India·2 years experience

Resume Verified

About

Looking For

Finance AnalystJunior Financial AnalystFinancial Reporting SpecialistInvestment Operations AnalystTreasury AnalystAccounts AssociateSettlements OfficerReconciliation Specialist

Experience

Finance Associate

06/2021 – 12/2022

Atos Syntel

Managed transfer agency functions including dealing services and payment processing for client AEGON UK.
Processed settlements and core fund transfers for UK investment banks.
Investigated BACS/Chaps/Fast pay payments and handled high-net-worth client transactions.

Skills

Languages

EnglishHindiMarathi

Technology & Tools

CitrixPRA & PRD ComposerPEGAATGOrigoSalesforce

Financial Operations

Financial Analysis & Reporting

Financial Modelling and Reporting

Financial Modelling and ReportingSettlementsPension Retirement Benefit PlansCitrixPEGASalesforce

Industries

BankingInvestment ManagementFinancial ServicesWealth Management

Languages

English (Fluent)Hindi (Fluent)Marathi (Fluent)

Education & Certifications

Secondary School Certificate

Tilak High School

Higher Secondary Certificate

Tilak college of Science and Commerce

Bachelor In Accounts and Finance in Accounts and Finance

J.k college of science and Commerce

Investment Banking Analyst in Global Business Studies

Global Business Studies

Certification of MS-CIT

Back to Talent Directory