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Devina Shirodkar

@devinashirodkar

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Finance professional with expertise in data analysis and reconciliation.

India

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What I'm looking for

I seek a dynamic role that fosters growth, collaboration, and impactful financial analysis.

I am a finance professional with four years of comprehensive experience in reconciliation, corporate actions, research analysis, data analysis, financial statement preparation, and mutual fund distribution. My career has been marked by a proven ability to excel in fast-paced environments, where I prioritize tasks effectively and manage projects to meet deadlines.

Currently, I work as a Business Data Analyst at JP Morgan Chase, where I oversee the allocation of mutual fund units and conduct detailed analyses to ensure compliance with regulatory requirements. My previous roles at Morgan Stanley and Hindustan Unilever have further honed my analytical and problem-solving skills, allowing me to build strong relationships with clients and deliver results that drive business success.

Experience

Work history, roles, and key accomplishments

Current

Business Data Analyst

Current

JP Morgan Chase

Mar 2024 - Present (1 year 4 months)

Oversaw the allocation of mutual fund units to clients, ensuring accurate and efficient distribution based on investment decisions and client portfolios. Conducted detailed analysis to determine the optimal allocation of units, overallocation, underallocation, managed transaction processing, and maintained adherence to regulatory requirements and fund policies. Leveraged advanced financial softwar

Regulatory Compliance Financial Statement Preparation Data Extraction

Financial Analyst

Morgan Stanley

May 2022 - Present (3 years 2 months)

Resolved discrepancies causing financial breaks and provided solutions to international clients. Sent updates on share eligibility based on corporate actions and addressed client queries related to corporate actions. Collaborated with an extensive team to resolve disruptions.

Corporate Actions Team Collaboration

Financial Analyst

Hindustan Unilever Pvt Ltd

Jun 2021 - Present (4 years 1 month)

Audited HUL products monthly for various vendors and approved budgets for HUL product branches. Resolved queries via mail from various HUL branches and ensured timely completion of work. Built and strengthened client relationships to form long-lasting profitable bonds.

Auditing Budget Approval Vendor Management Client Relationship Management Query Resolution

Data Analyst

Bahar Infocons Pvt Ltd

Jan 2019 - Present (6 years 6 months)

Conducted data analysis to prepare forecasts and identify trends. Analyzed investor reports in detail and researched corporate actions events. Analyzed information received from several sources regarding upcoming corporate events.

Data Analysis Forecasting Corporate Actions

OAO Executive

Motilal Oswal Securities Ltd

May 2018 - Present (7 years 2 months)

Provided clients with information regarding corporate actions events and maintained awareness of deadlines and regulatory requirements. Offered in-depth knowledge about Equity Market and Mutual Funds. Assisted clients in opening Demat and Mutual Fund accounts.

Corporate Actions Regulatory Compliance Mutual Fund Knowledge Client Account Opening Client Communication

Education

Degrees, certifications, and relevant coursework

NMIMS

Post Graduate Diploma in Management, Finance

Completed a Post Graduate Diploma in Management with a specialization in Finance. Gained comprehensive knowledge in financial management, analysis, and strategic decision-making.

M.L.Dahanukar College

Bachelor in Financial Markets, Financial Markets

Obtained a Bachelor's degree in Financial Markets. Developed a strong foundation in financial instruments, market operations, and investment strategies.