Avinash Singh
Analyst II Wealth Management | Investment Banking |
- Role
- Analyst Ii at Northern Trust
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
Experience
Analyst Ii
Jan 2024 — Present · Bengaluru, IN
Valuation Reporting-Monthly and quarterly portfolio statementaudits for Wealth Management Clientsincluding HNWIs and Family offices-Review daily reports and research onexceptions related to market value, rate ofreturn, accruals, etc-Reconcile transfers between accounts andsecurities within the client portfolio-Collaborate with various departments withinthe company to handle queries received fromthe client managers⁃Ensure the reports are generated andreceived by clients on the set deadline everyreporting period.
Education
Babasaheb Bhimrao Ambedkar Bihar University
Bachelor's degree
2014 — 2017
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