Saurabh Pandey
@saurabhpandey8
Wealth operations professional at Centrum Wealth LTD, monitoring AIF transactions and reconciling AMC portfolios while building toward financial market research.
IndiaWhat I'm looking for
At Centrum Wealth LTD, I monitor and update Alternative Investment Fund transactions and help ensure accurate valuation and reconciliation of Asset Management Company portfolios. I also process Market linked Debentured and Non-Convertible Debenture transactions, verify supporting documents, and use Miles software in daily operations.
At NEXDIGM PVT.LTD, I worked on mutual fund and family office operations for LGT Wealth India. I reconciled transactions across mutual funds and other assets, updated client portfolios, and consolidated financial data in Asset Vantage.
For ASK Wealth Advisory Private Limited, I drafted daily MIS reports, reconciled debtors' accounts, and maintained AUM and sales reports. I'm actively seeking to build a career in financial market research, learning to analyze company earnings, understand sector trends, and translate data into useful insights on stocks and financial instruments.
Experience
Work history, roles, and key accomplishments
Assistant Manager Wealth Operation
Centrum Wealth LTD
Oct 2024 - Present (2 years 1 month)
Monitors and updates Alternative Investment Fund (AIF) transactions, ensures accurate valuation and reconciliation of AMC portfolios, and processes MLD and NCD transactions. Verifies supporting documents for regulatory compliance and uses Miles software for daily operations.
Associate In Assurance and Advisory
NEXDIGM PVT.LTD
Nov 2022 - Oct 2024 (1 year 11 months)
Handled assurance and advisory tasks at client sites, including mutual fund reconciliation, family office portfolio management, and revenue department reporting. Coordinated with banks, RTAs, and auditors to ensure accuracy and compliance.
Education
Degrees, certifications, and relevant coursework
CFA Institute
CFA Level 1, Finance
Pursuing the CFA Level 1 certification.
Quintedge
Completion Certificate in Investment Banking, Investment Banking
Completion certificate in Investment Banking from Quintedge, obtained in October 2024.
KES Shroff College, University of Mumbai
Bachelor's of Investment Management, Investment Management
2018 - 2021
Bachelor's of Investment Management from KES Shroff College, University of Mumbai from June 2018 to May 2021.
Thakur College of Science and Commerce
Higher Secondary Certificate, General Studies
Higher Secondary Certificate from Thakur College of Science and Commerce, Maharashtra board, completed in February 2018.
Maa Vidya Mandir High School English Medium
Secondary School Certificate, General Studies
Secondary School Certificate from Maa Vidya Mandir High School English Medium, Maharashtra board, completed in March 2016.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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