Akshada Hagawane

About Akshada Hagawane

Highly motivated Portfolio Analyst I with 1 year of experience in financial data analysis, quality assurance and customer service. Proficient in data entry, research, and multi-tasking in a high volume, fast-paced environment. Personable with dedication to exceeding goals, modernizing systems and closely managing Data Reports and documentation. Expert in Microsoft Excel, managing the data. Known for accuracy, professionalism and Customer Relationship Management. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Experience

1. Associate Financial Analyst

   Wipro

   Aug 2022 — Present · Pune, IN

   Portfolio analyzing and updating schedule schedule investment of AMC\'s basics of asset, geographical and industrial allocation, with High Level of Accuracy.2. Extraction of investment related data from financial report like Annual Report, half yearly & Quarterly Reports and measuring performance of investments and performance of investments and performance reporting.3. Formatting of the portfolio and update it on the Terminal from the data provided by AMC - data like Unstructured & Unaudited, full report, Fund of Fund.4. Update schedule investment from Factsheet from AMC with Top 10 holding of portfolio Basics of asset, geographical and industrial allocation.5. Provide identifies of different Financial Instruments on Bloomberg Terminal Like Common Stock, Rights(CVR), Bonds(Govt. Muni, Corporate), Loans (CLO), Mortgages, Financial Derivatives, Private Equity, Hedge fund and Mapping with their Correct Identifiers like Ticker, ISIN, CUSIP,SEDOL, WPK Etc. Apply Logic Checks For Scaling Of Position: As Per Market Value Provided By AMC Basis of Corporate Action With Its Impact On Price Which Includes Stock Split, Bonus Issue, Stock Dividend and other factors in fixed income securities.7. Use Various Bloomberg Functions For Logic Checks Like HP(For Market Value/ NAV), CACS(For Corporate Actions), DVD(Stock Split, Bonus Issues Etc.), PTT (For Corps/Bonds) PRTU (For Security Weightage) HDCF/HWDF(For Portfolio Attributes). Maintaining The Productivity And Quality Assurance With Given Turn Around Time (TAT).

Education

• Indira Institute of Management, Pune (MBA)

  Bachelor of Commerce - BCom, Accounting and Finance

• Savitribai Phule Pune University

  Master of Business Administration - MBA, Finance