Vishal Bari
Sr Financial Analyst- Hexaware Technologies | Trade Reconciliation | IBOR Position Reconciliation Specialist | Experience with Charles River, Bloomberg, Curium | Strong in Discrepancy Resolution & Financial Data Accuracy
- Role
- Senior Financial Analyst at Hexaware Technologies
- Location
- Pune City, MH, IN
- LinkedIn followers
- 500 followers
About Vishal Bari
Senior Financial Analyst with 4 years of experience in investment operations…
Experience
Senior Financial Analyst
Mar 2024 — Present · Pune, IN
At Hexaware Technologies, I played a pivotal role in the successful transition of new client business from JHI London, contributing significantly to the Position Reconciliation project. I possess hands-on experience with the Investment Book of Records (IBOR), supporting traders and portfolio managers by delivering an accurate, real-time, and consolidated view of positions and cash. My responsibilities included conducting detailed analysis of reconciliation discrepancies, escalating and resolving time-sensitive breaks, and collaborating effectively with internal and external stakeholders to ensure timely issue resolution. I ensured high-quality position and market value data for use by fund managers and other key functions. Additionally, I have a sound understanding of corporate actions—such as stock and cash mergers, stock splits, spin-offs, and bonus issues—enabling me to keep investment teams well-informed of market developments. I managed global client relationships, providing consistent, high-quality support across regions including EMEA, the US, Denver, and Australia. Furthermore, I handled daily communications with clients and custodians, delivering prompt and accurate responses to queries while remaining proactive in adapting to new technologies and market dynamics.
Education
Sinhgad Arts & Commerce College
Bachelor of Commerce - BCom
2019 — 2022
Sinhgad Institutes
Bachelor of Commerce - BCom
Sinhgad Arts & Commerce College
Bachelor of Commerce - BCom
2019 — 2022
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