James - Resume
3
Trimulgherry Secunderabad, 500015 9703403728 [email protected] JAMES PETER OBJECTIVE To work as a Business Analyst for Investment management organization to leverage my experience and knowledge of Financial Modeling. WORK HISTORY Associate L2, Franklin Templeton Investments, Hyderabad 2014 – Present Job Description: Perform trade settlements, create new shareholders accounts and setup bank credentials of shareholders on accounts to carry out monetary transaction and perform periodic non- monetary maintenance on accounts with Franklin Templeton. And run standard reports and queries. Ensure reports are delivered to the appropriate client(s) and provide via automated processes to downstream systems by the agreed upon time/date. Achievements: • Was Project lead for two transitions which required to schedule and co-ordinate training for timely transitions. Managed a twenty members team involved in the transition and liaised to make all members understand the new workflow. • Was recognized a total of six times for production, quality. Team member, Bank of America continuum solutions, Hyderabad, 2011 – 2014 Job Description: Research and analyze Credit Card Claim Statements and log dispute for transactions and attach claim responses sent by the customer to dispute case already generated. Send e-mails using proprietary mail platform communicating the status of sales draft request placed by the customer.
-
Upload
james-peter -
Category
Documents
-
view
23 -
download
0
Transcript of James - Resume
TrimulgherrySecunderabad, 500015
JAMES PETER
OBJECTIVE To work as a Business Analyst for Investment management organization to leverage my experience and knowledge of Financial Modeling.
WORK HISTORY Associate L2, Franklin Templeton Investments, Hyderabad2014 – Present
Job Description:
Perform trade settlements, create new shareholders accounts and setup bank credentials of shareholders on accounts to carry out monetary transaction and perform periodic non-monetary maintenance on accounts with Franklin Templeton. And run standard reports and queries. Ensure reports are delivered to the appropriate client(s) and provide via automated processes to downstream systems by the agreed upon time/date.
Achievements:
• Was Project lead for two transitions which required to schedule and co-ordinate training for timely transitions. Managed a twenty members team involved in the transition and liaised to make all members understand the new workflow.
• Was recognized a total of six times for production, quality.
Team member, Bank of America continuum solutions, Hyderabad, 2011 – 2014
Job Description:Research and analyze Credit Card Claim Statements and log dispute for transactions and attach claim responses sent by the customer to dispute case already generated. Send e-mails using proprietary mail platform communicating the status of sales draft request placed by the customer.
EDUCATION B. Com from Osmania universityMBA Finance from JNTU
NCFM CERTIFICATIO
NS
NCFM ID:
NCFM-00001089338
Financial Modeling from IMS Pro-school accredited by NSE – Grade ‘A’
• Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic Revenue Sheet, Segment Revenue Sheet, Cost Statement, Debt Sheet, Analyze Revenue Drivers
• Forecast Geographic Revenues, Segment Revenues, Geographic Revenues, Cost Statement, Debt, Income Statement, Balance Sheet, Cash Flow Statement
• Cash Flow Statement Projection and Valuation• Valuation – Assumptions for Valuation Model, Prepare Valuation Model, Prepare
Presentation Sheet, Prepare Company Overview, Sector Overview• Report Writing: On the basis of Financial Model
NCFM CERTIFICATIO
NS
NCFM ID:
NCFM-00001089338
Advance Macros and VBA• Apply macros to Financial modeling• Developing solution to circular reference problem• Develop sensitivity table• Develop scenario analysis• Develop simulation
Mutual Funds (Advanced) Module
SKILLS AND ABILITIES
• Excellent MS Excel Skills (vlookups, hlookups, filters, pivot tables, etc.)• Knowledge of database functionality including SQL, Access etc. • Excellent knowledge of VBA• Strong verbal and written communication skills• Strong work ethic• Strong attention to details• Strong organizational skills• Ability to set and meet deadlines• Ability to prioritize and multitask• Ability to maintain confidentiality
PROBLEM SOLVING AND
DECISION MAKING
• Ability to identify issues and communicate them to Manager• Ability to investigate/research and make recommendations to solve issues• Proactive in solving issues
PERSONAL DOSSIER
• Date of Birth : 26/02/1988• Residential Address : 3-17-91/B, Chinna Kamela, Tirmulgherry, Sec-Bad
500015• Linguistic Abilities : English, Hindi, Tamil & Telugu.
