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Roshni Yadav

@roshniyadav

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Senior Financial Analyst, OTC Derivatives, Trade Reconciliation & Risk Management,ISDA, SWIFT, EFET

India

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What I'm looking for

I am looking for a role that challenges my analytical skills and offers opportunities for professional growth in a dynamic environment.

As a Senior Financial Analyst with over 4 years of experience in Investment Banking operations, I specialize in the OTC Derivatives trade life cycle, with deep expertise in risk mitigation, trade reconciliation, and regulatory compliance.

I’ve successfully managed high-stakes confirmations using ISDA templates across platforms like SWIFT (MT300, MT600, MT601), EFET, and ICE eConfirmations, ensuring seamless communication between Front Office, Middle Office, Legal, and Counterparties. My background also includes training and mentoring new analysts, streamlining processes, and driving operational efficiency in trade matching, drafting, chasing, and economic affirmation.

Now, I’m looking to bring this expertise to a dynamic, high-performing environment — whether a hedge fund, investment bank, or fintech disruptor — where I can contribute to trade control excellence and risk management leadership.

🔹 Core Competencies:
OTC Derivatives • Trade Reconciliation • ISDA Confirmations • Risk Management • Trade Life Cycle • SWIFT • EFET • ICE • Dashboards & Reporting • Stakeholder Collaboration

Experience

Work history, roles, and key accomplishments

Current

Senior Financial Analyst

Current

eClerx

Sep 2022 - Present (2 years 9 months)

Led the resolution of trade discrepancies, managed client escalations, and ensured accurate trade matching using platforms like EFET, SWIFT, and ICE. Developed reports, identified process improvements, and mentored new joiners to ensure smooth project execution in OTC derivatives.

Swift EFET ICE Risk Management Mentoring Process Improvement

Assistant Manager

CSB Bank Limited

Aug 2020 - Aug 2022 (2 years)

Led business development efforts by identifying and securing opportunities, creating targeted sales strategies, and maintaining strong customer engagement. Provided solutions to client queries, supported cross-selling of banking products, and consistently worked towards achieving organizational targets.

Business Development Sales Strategy Customer Engagement Cross Selling Customer Profiling Problem Solving Documentation

Education

Degrees, certifications, and relevant coursework

Lovely Professional University

Master of Business Administration, Finance And Marketing

Grade: 7.3 / 10

Completed a Master of Business Administration with a dual specialization in Finance and Marketing. Focused on advanced business strategies and financial principles.

JECRC University

Bachelor of Business Administration, Business Administration

Grade: 8.6 / 10

Earned a Bachelor of Business Administration, gaining foundational knowledge in business administration. Developed core competencies in management and business operations.