AIAditya BR Iyengar
@adityabriyengar
Results-driven finance professional with expertise in analytics and client management.
IndiaWhat I'm looking for
I am a results-driven professional with a Master’s in Business Administration, specializing in Finance and Business Analytics. With over two years of hands-on experience in financial analysis, investment strategies, and client portfolio management, I have developed a proven ability to analyze and resolve complex financial issues. My expertise lies in delivering data-backed insights and managing client relationships across various domains, including capital markets, mutual funds, and insurance.
In my current role as a Client Associate at iCatalyst Capital, I am responsible for updating client dashboards, analyzing portfolios, and resolving client-related issues promptly. My previous experiences as an Auditing Assistant and Accounting Assistant have equipped me with a strong foundation in compliance, financial audits, and process improvements. I am passionate about leveraging my skills to contribute to organizational success and drive financial growth.
Experience
Work history, roles, and key accomplishments
Client Associate
iCatalyst Capital
May 2024 - Present (1 year 1 month)
Responsible for updating client dashboards, managing client interactions, resolving issues, and analyzing client portfolios across various financial domains. Engaged in client meetings and follow-ups to ensure actionable items are addressed.
Auditing Assistant
Sundararajan and Harish
Mar 2020 - Dec 2021 (1 year 9 months)
Conducted GST reconciliation and filing, managed TDS compliance, and performed comprehensive financial audits to enhance accuracy. Handled income tax filings ensuring timely submissions.
Accounting Assistant
DXC Technology
Nov 2019 - Mar 2020 (4 months)
Managed end-to-end invoice processing in SAP, implemented process improvements for efficiency, and ensured compliance for timely payment processing.
Auditing Assistant
Sundararajan and Harish
Jan 2019 - Nov 2019 (10 months)
Performed GST reconciliation and filing, conducted financial audits, and managed bookkeeping using Tally ERP to improve operational efficiency.
Loan Service Specialist
Wells Fargo
Jun 2018 - Jan 2019 (7 months)
Collaborated with the Loan Modification team, utilizing strong interpersonal skills to resolve issues and achieve goals while exercising independent judgment.
Education
Degrees, certifications, and relevant coursework
MTM S Ramaiah Institute of Technology
Master of Business Administration, Finance and Business Analytics
2021 - 2023
Completed a Master’s in Business Administration with a specialization in Finance and Business Analytics, focusing on financial analysis, investment strategies, and client portfolio management.
SMSheshadripuram Institute of Commerce and Management
Bachelor of Commerce, Commerce
2014 - 2017
Earned a Bachelor's degree in Commerce, gaining foundational knowledge in accounting, finance, and business management.
Shehadripuram Composite PU College
Pre-University
2012 - 2014
Completed Pre-University education, focusing on foundational subjects necessary for higher education.
Sri Vidyamandira High School
Xth Grade
2007 - 2012
Completed secondary education, laying the groundwork for future academic pursuits.
Availability
Location
IndiaAuthorized to work in
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