Shoebur Rehman
Analyst @Bny Wealth
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WORK HISTORY
Analyst @Bny Wealth
Pune, IN
I am working with BNY Mellon India since January 2011, joined as an Operation Executive and got promoted as an analyst in June 2014. I am working in Wealth management Dept. one of boutique under Investment management. here my role and responsibilities include to perform and monitor daily operations of the team and reporting to the management. daily activities involve tracking performance of team and helping in resolving with the issues and handling escalation. reporting involves preparing various reports on weekly, monthly and quarterly basis regarding the performance of team. roles and responsibilities also include training to new joiners and conducting assessment.
EDUCATION
NESS
Bachelor of Business Administration
Modern Education Society's Ness Wadia College of Commerce, Pune
Bachelor of Business Administration - BBA, Finance and Financial Management Services
ABOUT SHOEBUR REHMAN
Business Management graduate from Pune university with 12 years of rich experience in Investment banking, investment management, wealth Management, income processing,settlement, Securities setup, Pricing, valuation, foreign tax reclaim processing, Shifting and gifting of assets, cost basis reporting,cost basis reporting,and Reconciliation. self motivated quick learner, always strive for the best and keen to learn new things and focus on process improvement,currently working for Cash Management for Mellon.
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