Soham Bhosale
Financial Analyst @eClerx | Investment Banking | Asset & Wealth Management - Financial Reporting
- Role
- Financial Analyst at eClerx
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Soham Bhosale
Detail-oriented Financial Analyst specializing in institutional reporting and asset/wealth management. Experienced in preparing performance, holdings, and MIS reports, reconciling data across systems, and supporting client and regulatory reporting requirements. Strong analytical skills with the ability to translate complex financial data into clear, actionable insights for internal teams and clients.
Experience
Financial Analyst
Oct 2025 — Present · Mumbai, IN
Asset Wealth Management - Ops.Institutional Client Reporting.Asset management role at a leading Wall Street investment banking firm.Prepare daily, weekly, monthly, and quarterly client reports including portfolio performance, holdings, attribution, and risk metrics.Coordinate with Portfolio Managers, Risk, Operations, and Compliance teams to gather accurate data.Ensure client reports meet regulatory, contractual, and internal quality standards.Perform client’s ad-hoc activity.Respond to client queries related to performance, valuation, transactions, and market movements.Maintain reporting databases and automate reporting processes to improve efficiency.Coordinate with IT, compliance, and operations teams to resolve issues.
Education
Tilak Education Society J. K. College of Science & Commerce at Plot No.22 Ghansoli Navi Mumbai 400 705
Bachelor of Management Studies - BMS, Marketing
JVM's New English Scool & Jr. College
SSC
St. Xavier's English High Scool & Jr. College
HSC , Commerce
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