Shashank Dave

Client guideline management | Investment compliance

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

About Shashank Dave

A process oriented person with a bachelor\'s of business administration degree specialised in finance, Certified in Investment banking operations from Imarticus learning. Skilled in Ms office, Communication, leadership. Currently I am working as a Client guideline management Analyst (portfolio compliance) at alliance Bernstein. As a compliance analyst my role includes - To support the portfolio managers by updating the investment management mandates on compliance platforms and monitoring alerts for institutional client guidelines. Coding involves setting up client and compliance regulations in systems to enable effective monitoring of guidelines. Monitoring requires managing the alerts,breaches generated pre/post trade as a result of trading or non - trading actions.

Experience

  1. Analyst

    AllianceBernstein

    Jan 2023 — Present · Pune, IN

Education

  • GH Raisoni College of Commerce Science and Technology

    Bachelor of Business Administration - BBA

    2018 — 2021

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Shashank Dave — Analyst at AllianceBernstein in Pune, IN | Unifers