Aditya 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 (2 years 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
M 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.
Sheshadripuram 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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