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    Resume PDF

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    shivam gupta
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    Resume PDF

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    shivam gupta
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    Profile

    Experience in Trades, Reference Data and Client


    Reporting, Audit Reports & Regulatory Reports
    Managing a team & handling varieties of BAU and non-
    BAU activities.
    Grasping, Understanding of Applications and Self-
    Learning is the key to my success.
    Learned VBA and SQL to automate Process
    ALADDIN Applications – ADAM, ATX, PRISM, ANSER,
    Explore, Report Studio, Security Master etc

    Pratik
    Objective: To secure a progressive career in an
    established organization, offering challenges,
    responsibilities and opportunities to further develop my

    Chhatriwala
    skills and learning abilities.

    Education
    Deputy Manager 2004 -2007 | Bachelors of Management Studies
    Jai Hind College, Mumbai -
    +91 70219 21428
    India• Specialized in Finance
    704, 7th Floor, Building No 1, D Wing, Behind • Scored 71.25 percentile in final semester
    Magathane Bus depot, Borivali East, 400066
    2002 -2004 | Commerce
    Sydenham College, Mumbai - India
    Management
    pratikchhatriwala@gmail.com
    • Studied Commerce with Mathematics
    • Scored 61.75 percentile in S.Y.J.C
    Employment 2002 | Board Exams
    Barrette High School, Mumbai - India
    Present | Associate • Scored 58.50 percentile in Board exams
    Blackrock Services India Private Limited
    Team - Reporting and Distribution Services Certification
    • Primarily team is responsible for Preparation and Delivering of
    client reports for multiple regions like APAC, EMEA and AMRS 2011
    • Portfolio Performance, Attribution and Investment commentaries Chartered Financial Analyst
    as wells as detailed Risk Analytics are provided to client through Tripura University, India - ICFAI
    formal periodic reporting and web delivery.
    • Team is also responsible for EMEA Regulatory Reports
    • The team is provider of account and Fund information to all the Professional Skills
    Clients, Custodian Banks, Trustee banks and Consultancies.
    • Automate Reports through VBA, SQL and Inbuilt applications
    (ATX) Self-Initiative
    • Part of multiple projects such as Standard Reports Revamp, Client Analytical
    Optimization, Quick Link analysis, Automations
    • Handling team of 21 Directs and Indirects.
    Team handling
    Multi-Tasking
    Problem Solving
    Jan 2016 – Nov 2021 | Assistant Manager
    Training
    Oracle Financial Software
    Team – Reporting and Distribution Services
    Services

    April 2014 – Jan 2016 | Deputy Team Leader


    Oracle Financial Software
    Team – Data Assurance for Reporting Team
    Services
    Employment Continuation Expertise

    August 2010- April 2014 | Subject Matter Expert


    Microsoft Office : Word, Powerpoint & Excel
    Oracle Financial Software Services
    Team – Data Integrity Group
    • Setting up and amending wide range of securities like Bonds, VBA & Macros
    Equities, Derivatives, Money Markets Instruments, and Funds etc.
    • Handling Live queries from Portfolio Managers related to SQL
    securities
    • Solving payment related queries
    • Updating Time Series data like Factor, Coupons, Ratings etc HTML and JavaScript
    • Referencing data from multiple vendors like Bloomberg, Reuters,
    Markit, DTC, WSO, Euroclear etc. Python
    • Responsible for Quality Checks and Position Files

    August 2007- June 2009 | Associate


    JP Morgan Chase and Co. Hobbies
    Team – Domestic Trade Processing
    • Setting up Trades based on instructions received for various
    Asset Managers/Clients Indoor
    • Hand over trades which are not processed to regional team with Learning Cricket
    Activities
    details

    Awards References

    2018 - Best Innovation Award Mr. Subramanian Kumarappan


    Oracle Financial Software Services Senior Manager
    Oracle Financial Software
    2019 – I-Appreciate Award
    Oracle Financial Software
    Services
    +91 97696 16839
    Services
    Multiple – Star Employees and Smiles
    Awards
    Oracle Financial Software Services

    Languages Known

    English
    Hindi
    Gujarati

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