Broadridge

Working alongside senior leaders, onshore teammates and consultants to collect client requirements related to their Portfolio Management., and Risk Management aspect.
Provide the Risk related Implementation and Support to client for various BIMS products/platforms.
Helping client's in managing their portfolio by extracting market data from data providers like Bloomberg at regular intervals and generating fresh report basis the data feed to help portfolio managers evaluate and manage their positions better using the BIMS platforms like : Portfolio Master, Price Master, Analytics Master & Business Manager.
Preparing and updating the summary and implementation document under the guidance of senior members to maintain an archive of implementation procedures and capturing the resolution of different cases.

BIMS - RISK - Implementation & Support

Invesco Ltd.

Surveillance and Monitoring of the trades executed by Invesco's Portfolio Managers & Traders in order to identify the risk of market abuse.
Working on tools like BlackRock's Aladdin, Bloomberg Terminal to perform the investigation process.
Performing the surveillance and monitoring activities for ensuring that Portfolio Managers & Traders follow the practise of best executions & fair allocations and identify the anomalies if any.
Working alongside Senior Leaders and off-shore leaders & counterparts in transition of work to Hyderabad.Prepare process documentation to support automation/analytics team help identify the opportunities of bringing process efficiencies. Assist in Compliance related projects and initiatives.

Senior Compliance Analyst

HSBC

Perform Trade Surveillance and Monitoring in order to identify the risk of market abuse by reviewing, investigating and escalating the alerts generated by the surveillance system.
Leveraging tools like Bloomberg Terminal to perform the investigation process.
Discussions with experienced compliance officers and asset class SME’s to go through escalations and quality assessment.
Additionally, performing the surveillance and monitoring task via manual risk controlling modules in place to counter the risk not covered via system generated alerts.
Working closely alongside SME and undertaking the procedure documentation process and also assisting the SME in delivering the required guidance and training of the modules which are to be performed by other regional teams.

Risk Compliance & Surveillance, Assistant Manager 

IHS Markit | Technology

Perform bottom up research and analysis to provide up-to-date projections on amounts and payment schedules, while taking into account company fundamentals, direct investor relations guidance, historical patterns, distribution policies, market trends and consensus aggregate estimates.
Maintaining financial models to analyze key financial ratios (earnings, leverage, cash flow) and date patterns in order to forecast future dividend trends.
Working on tools like FACTSET, Thomson Reuters’ Data-scope Select, EDI, FACTIVA, and utilizing various Stock Exchange Feeds for our research & findings and also for monitoring the latest news release to assess the impact of events/announcements on company’s future dividends.
Responding to client queries through Sales force and providing detailed bespoke research and analysis.
Involved in mentoring, sharing, and imparting the process knowledge with the new joiners.

Equities - Dividend Forecasting, Senior Operations Analysis Analyst

Research and Analysis for CDS and Fixed Income Securities by closely monitoring the Corporate Actions and Credit Events for the companies on which CDS are traded.
Bonds / Obligations sourcing for the companies, involving research for the suitable obligation fulfilling the preset criteria for an obligation to be paired.
Analyzing the Financial Statement of the companies for a comparative debt research analysis in terms of
repayment of principal and interest.
Utilizing sources like – Corporate Registries, SEC filings, Stock market news, Company website along with other internal available feeds provided by external vendor for determination of Corporate and Credit events.
Research Analysis involves working on tools like – Factiva, Microsoft Excel and SQL and preparing corporate event reports and summaries for dissemination of the information to clients.

CDS and Fixed Income, Data Analyst

Ameriprise Financial Services, Inc.

Financial Planning and Analysis for individual household clients; which includes client’s retirement planning, financial position analysis, investment planning and estate planning.
Financial analysis comprises: budgeting the cash flow and forecasting the rate of return on the investments of individual household clients with the help of Microsoft Excel and other financial analysis tools like: Morningstar, Thomson Reuters' Thomson ONE, etc.
Interacting with the financial advisors aimed at formulating financial planning strategies for clients and documenting the suggested strategies in a word document, called a financial planning document, which is delivered to client.
Mentoring juniors and acting as a Subject Matter Expert for the team on specific financial products/strategies.

Financial Planning & Analysis, Associate

Indiabulls

Evaluation of Client's Bank Statements for Loan Proposals. It involved analysis of clients most recent past 6 months bank statements to gauge the cash inflows and outflows. To identify whether the client have in place an existing EMI payments and whether they have been regular toward it’s repayment or not. All the desired information was to be entered into an excel based financial module to generate an approximate projection of the client’s financial soundness and their further ability to take up additional liability.

Management trainee

Always ready to learn new things and believe in keeping things simple.

Taplio

Amyn Lakhani's Linkedin Analytics

Amyn Lakhani

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