Yuvraj Singh

About Yuvraj Singh

Experienced financial professional with over 10+ years of expertise in the industry seeking an instrumental role at a dynamic financial institution. Proven track record in managing reconciliation, data analysis, and reporting for investment portfolios. Skilled in process improvement, automation, and delivering accurate and timely investment information to clients. Strong proficiency in MS Office, Advanced Excel, Geneva, Bloomberg, Multifonds, IDC, Frontier, and other financial software. MBA graduate with a solid understanding of financial markets and investment products.Successful in building and maintaining relationships with clients, custodians, and account managers to ensure accuracy and timeliness of reconciliation. Strong project management skills with experience in leading process automation initiatives. Excellent communication and interpersonal skills to effectively collaborate with cross-functional teams.

Experience

1. Lead Reconciliation(Alternative Asset Data and Recon)

   Clearwater Analytics

   Dec 2019 — Present · Noida, IN

   Maintaining and preparing Standard Operating Procedures(SOP) for existing and onboarding clients.• Ensure the delivery, timeliness, and accuracy of our clients\' daily investment portfolio information, including accounting, analytic, and compliance reports.• Validation of our clients\' holdings and transactions using data from Custodians, Brokers, Asset Managers, and third-party data providers across different asset classes like Equity, Bond, ABS/MBS, Futures, Options, Bank Loans, etc. • Collaborate with teams across the company to increase automation by finding and implementing solutions when deficiencies are identified. • Improve the reconciliation process by increasing automation, improving report delivery timeliness, and ensuring the accuracy of these reports with an unwavering commitment to client success.• Reconcile investment transactions and holdings of investment portfolios.• Ensure timely delivery of accurate investment information, including accounting, analytic, and compliance reports.• Manage internal and external inquiries & requests (main contacts include Clients, Custody, treasurer & upper-level Management).• Create and maintain valuable relationships with Data Providers, Custody, Clients, and Account Managers to ensure the accuracy of reconciliation.

Education

• Lovely Professional University

  MBA, Finance

  2011 — 2013

• Gyan Deep Public School.

  +2, Commerce

  2000 — 2008

• Shobhit University

  BBA, Management

  2008 — 2011

Skills

• Portfolio Performance Analysis
• Microsoft Office
• Business Process Improvement
• Research
• New Business Development
• Market Research
• Bloomberg
• Equities
• Corporate Finance
• Derivatives
• Financial Analysis
• Portfolio Management
• Equity Research
• Microsoft Excel
• Financial Modeling
• Management
• Teamwork
• Banking
• Mutual Funds
• Risk Management
• Team Management
• Valuation
• Investment Banking
• Accounting
• Business Analysis
• Business Strategy
• Investment Strategies
• Credit Derivatives
• Financial Services
• Business Development
• Analysis
• Bloomberg Terminal
• Fx Derivatives
• Business Planning
• Leadership
• Investment Advisory
• Microsoft Word
• Financial Reporting
• Investments
• Finance