Rishika Kesarwani
Senior Financial Analyst
- Role
- Senior Financial Analyst at Enfusion Now Cwan
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rishika Kesarwani
Certified investment banker with experience in accounts, fund accounting, and corporate actions. Skilled in validating and processing corporate actions and fund accounting calculations. Proficient in financial market operations and financial products.Currently supporting hedge funds, family offices, and institutional asset managers using Enfusion software. Expertise in trade lifecycle management, client support, and risk mitigation. Dedicated to leveraging my skills and adaptability to excel in the investment banking industry.
Experience
Senior Financial Analyst
Sep 2022 — Present · Mumbai, IN
Integrate knowledge of Financial Products and the Enfusion Software to provide client-facing support for Hedge Funds, Family Offices, and Institutional Asset Managers with their daily Portfolio Management and Trading operationsEnfusion\'s Middle and Back Office modules to support client queries through the lifecycle of a trade, starting from Trade Creation to Position Management, and General Ledger AccountingBuild and maintain strong client relationships ensuring high levels of client satisfactionDetermine criticality of client tickets to either remediate or escalate to Product SupportProactively monitor client health and coordinate across internal teams to rapidly address client issuesAssist clients in Trade Booking, ranging from simple Equity Trade Booking to more in-depth workflows such as Trade Allocation Calculators, Corporate Action Booking, and Position Events (i.e. Option Exercise, Futures Roll)Decompose P&L, NMV, and Exposure Calculations across Listed Asset ClassesEngage with clients to support basic queries regarding General Ledger Accounting Queries, such as Income Statements and Balance SheetsAdvise clients on best practices as they relate to both Enfusion and the various mutual third parties we integrate with (Prime Brokers, Fund Administrators, Market Data Providers)Work in close collaboration with our Product Specialists and Account Managers in order to achieve all the above
Education
University of Mumbai
SSC
2011 — 2012
DR. D. Y. Patil Vidyapeeth (DPU)
Master of Business Administration - MBA, Finance and Financial Management Services
Imarticus
Cibop, Investment banking
2021 — 2022
University of Mumbai
Higher Secondary School , commerce
2013 — 2014
University of Mumbai
Bachelor of Commerce - BCom, commerce
2014 — 2017
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