Karan Parekh
Investment Management | Finance | Fintech | Asset Management | Data analytics |
- Role
- Business Development Associate at BNY
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Karan Parekh
As an associate at BNY Mellon, I provide support to the investment management team in various areas of client reporting, information requests, proposals, and due diligence questionnaires. I work closely with the team members to ensure timely and accurate responses to client inquiries and new business opportunities. Before joining BNY Mellon, I worked as a research analyst at Decimal Point Analytics, where I gained valuable experience in the holding and allocation of ETFs and mutual funds of Indian and international markets. I also automated several manual processes using tools such as VBA macro and RPA, reducing errors and increasing efficiency. Moreover, I coordinated with clients for new requirements and changes in reports, and conducted research across a wide range of assignments. I have a master\'s degree in accounting from the University of Mumbai and a bachelor\'s degree in financial markets from Somaiya Vidyavihar. I have also earned multiple certifications in data analytics, Excel, Power BI, and Tableau from LinkedIn. I am proficient in Microsoft Excel macros, analytical skills, reporting requirements, and data management. I am motivated to grow my career in the field of fintech, and to refine my presentation and communication skills.
Experience
Business Development Associate
Mar 2023 — Present · Pune, IN
Working under Investment Management at BNY Mellon • My responsibility is to provide support to the team in the areas of new and existing client reporting, responding to information requests, preparing proposals, and due diligence questionnaires. • Work closely with the team members to ensure timely and accurate responses to client inquiries. • Working collaboratively with the client engagement team to support the development of new business opportunities.
Education
Somaiya Vidyavihar University
Bachelor's degree
2016 — 2019
Smt. Meherbanu College of Art Commerce and Science
12th, Business/Commerce, General
Dublin Business School
Master of Science - MS, Business Analytics
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