Shashank Chaudhari
Financial Analyst @ Northern Trust | MBA in Finance
- Role
- Financial Analyst at Northern Trust
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Shashank Chaudhari
Bharati Vidyapeeth\'s Institute Of Management and Entrepreneurship Development MBA graduate specializing in Finance. Currently a Financial Analyst at Northern Trust, with proven expertise in transfer agency, retail operations, and equity advisory. Skilled at managing complex trade life cycles, regulatory compliance for retirement plans, and account creation processes while maintaining high accuracy and minimal operational risk. At Northern Trust, contributed to efficient transaction validations and ensured compliance with IRS rules through detailed reviews and account administration. Committed to fostering organizational integrity and operational excellence, leveraging analytical skills and a deep understanding of financial processes to drive compliance and client satisfaction. Thrives in collaborative environments, delivering value through a client-focused approach and attention to regulatory adherence.
Experience
Financial Analyst
May 2025 — Present · Pune, IN
Processed and validated transactions across the Trade Life Cycle, including subscriptions, redemptions, exchanges, and custodian transfers, performing detailed good order reviews and ensuring timely trade execution with 99.75% monthly accuracy and minimal operational risk.• Executed IRA contributions and distributions in compliance with IRS rules, including calculating Minimum Distributions (RMDs) for US retirement plans, ensuring eligibility and tax accuracy.• Managed account creation and KYC processes for Individual, Joint & Custodial, ensuring compliance with regulatory requirements, internal policies, and client mandates.• Performed ongoing account administration and servicing, including SWP/AIP setup, banking instructions (EFT, Fed wires), beneficiary and beneficial owner updates, ASL changes, name/address/SSN updates & online access privileges.• Supported audit and stakeholder requests by delivering statements, fund reports, holding data, and operational documentation to external auditors with accuracy and timeliness.• Collaborated with internal teams, call center, and external stakeholders to resolve discrepancies, confirm trade activity, and maintain high service standards.
Education
Bharati Vidyapeeth's Institute Of Management and Entrepreneurship Development
Master of Business Administration - MBA, Finance
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