Niraj Zanwar

Finance Analyst | Chartered Accountant | CFA L1

Role
Financial Analyst at UBS
Location
Pune, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Niraj Zanwar

I am a Chartered Accountant (equivalent to US CPA) along with a degree in strong…

Experience

  1. Financial Analyst

    UBS

    Jul 2022 — Present · Maharashtra, IN

    Demonstrated expertise in preparing, verifying, and posting accruals and settlements for various fees, including Portfolio Management and Distribution fees amounting more than USD 80 million monthly basis, ensuring accurate financial reporting for the entity. Executed accurate and timely monthly Fair Valuation, New subscription, Capital Redemptions/Repayment, Capital Call and Deferred Tax Liability posting for a diverse Seed Money Portfolio of over 150 funds, ensuring compliance with both International Financial Reporting Standards (IFRS) and Swiss Generally Accepted Accounting Principles (GAAP). Performed daily activity of Liquidity and Funding operations (L&F), thereby maintaining the optimal liquidity levels to facilitate timely payments within entity and support new seed investments. Produced comprehensive monthly commentary files for P&L and Balance Sheet variance analysis, showcasing a keen understanding of financial performance.

Education

  • Institute of Chartered Accountants of India

    Chartered Accountant

  • Vishwakarma College of Arts, Commerce & Science

    Bachelor of Business Administration - BBA

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Niraj Zanwar — Financial Analyst at UBS in Pune, IN | Unifers