Vineeth Balan

Senior Associate | RFP/DDQ SPECIALIST | EX NORTHERN TRUST Request For Proposal/ Client Valuation Reporting/ Derivatives Settlements/ Due-Diligence Questionnaire/ ESG reporting/Compliance/ Project Management

Role
Senior Associate at Acuity Analytics
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Associate

    Acuity Analytics

    Oct 2023 — Present · Bengaluru, IN

    RFP/DDQ SPECIALIST•Seamless project management of RFP/DDQs from start to finish while ensuring accurate and timely completion.•Collate generic responses from a centralized knowledgebase (RFP library) to answer standard qualitative questions.•Source key financial statistics from proprietary/vendor-managed databases and platforms to answer standard quantitative questions.•Collaborate with product partners and subject matter experts (SMEs) to collate responses for dynamic and non-standard quantitative and qualitative questions.•Package final deliverables (executive summary, Q&A doc, supporting attachments, etc.) per client instructions.

Education

  • Kendriya Vidyalaya

    Science

  • Visvesvaraya Technological University

    Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law

    2016 — 2018

  • Mangalore University

    Bachelor of Business Management-BBM, Business, Management, Marketing, and Related Support Services

    2013 — 2016

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Vineeth Balan — Senior Associate at Acuity Analytics in Bengaluru, KA, IN | Unifers