Purnima Kumari
Senior Business Analyst Capital Market Wealth Management Operations @CIBC
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WORK HISTORY
Senior Business Analyst Capital Market Wealth Management Operations @CIBC
Toronto, ON, CA
Trade adjustment expert
EDUCATION
T.M. Bhagalpur University, Bhagalpur
Master of Commerce, Accounting
NMIMS CDOE
Master of Business Administration - MBA, Business Analytics
ABOUT PURNIMA KUMARI
Subject matter expert in trade adjustments, wealth management operations, portfolio administration, and financial analysis. Experienced in budgeting, planning, forecasting, cost and revenue management within the banking domain. Strong financial background with a postgraduate degree in accounting and an MBA in Business Analytics. Proficient in global wealth management tools such as Broadridge, PACER, FIS, GWP, W360, FactSet, OnDemand, FIS and JEFE, along with expertise in SQL, Python, Excel, JIRA,ALM and Tableau. Designed and executed UAT test plans, collaborated with stakeholders, and facilitated end-user training to ensure seamless system deployment. Skilled in securities transactions, trade settlements, reconciliations, and corporate actions within wealth management platforms. Adept at business analysis, stakeholder collaboration, process improvement, and compliance within fast-paced, customer-focused environments.
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