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Manav Nair

@manavnair

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Financial Analyst at Actlogica Solutions who migrated portfolio data to Alpha Portfolio Management System.

India

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What I'm looking for

I'm seeking an opportunity in investment operations, portfolio analytics, or financial data operations.

At Actlogica Solutions, I migrated historical investment and portfolio data to the Alpha Portfolio Management System, ensuring data integrity and auditability. I validated holdings, transactions, corporate actions, cash balances, and security master data, using Excel, VBA, and SQL for validation and reconciliation.

At Patel's Money Management Solutions Pvt. Ltd., I contributed to a 5% increase in the revenue base over six months by onboarding clients with appropriate investment plans. I also validated financial data, prepared management reports, and assisted with documentation and process improvement.

Experience

Work history, roles, and key accomplishments

Financial Analyst

Actlogica Solutions

Jun 2025 - Dec 2025 (6 months)

Migrated historical investment and portfolio data to the Alpha Portfolio Management System, ensuring data integrity and auditability. Validated holdings, transactions, corporate actions, cash balances, and security master data across investment datasets.

Excel VBA SQL Investment Operations Portfolio Analysis Reconciliations Financial data validation Corporate Actions Cash and Asset Data Quality Assurance Process Improvement

Financial Intern

Patel's Money Management Solutions Pvt. Ltd.

Aug 2024 - Jan 2025 (5 months)

Contributed to a 5% increase in revenue base over 6 months by onboarding new clients with appropriate investment plans. Performed financial data validation and prepared management reports.

Financial data validation Management Reporting Documentation Process Improvement