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EKTA JYOTI
Financial Research Analyst Mobile: +919953599442
Female E-Mail: jyotikhanduja@gmail.com
http://in.linkedin.com/pub/ekta-jyoti/18/613/4aa/
FINANCIAL RESEARCH/OPERATIONS/ANALYTICS
Playing a challenging role in a fast-paced working environment, where contributed strategic initiatives can create major
difference, utilizing the thoughtful leadership and communication skills. Seeking an opportunity for professional challenge and
growth to support and enhance the objectives of the company.
SUMMARY OF SKILLS
Experience of 2.10 years in the financial industry across Data operations and analytics of Fixed Income Securities, Equities,
Indices and Corporate Actions. Currently spearheading the team as a Lead Analyst with BlackRock India Services Private
Limited.
A skilled financial analyst with good knowledge of pricing, corporate actions, and reference data related activities on different
asset classes ranging from Fixed Income to Equities and Derivatives
Well versed in analyzing and verifying financial information and evaluating & analysis of financial data.
Proficient in handling various financial portals like Bloomberg, Reuters 3000 Xtra, FACTSET, DataStream, Datascope, CUSIP,
Euroclear, and Moody’s for comprehensive information on any market/ industry globally.
RELEVANT SKILLS
• Ability to deal with people effectively.
• Good verbal and written communication skills
• Creative & Out of the box Thought Process.
• Strong command at number calculations & strategizing
• Strong Public Relation and Strategy Building Abilities.
• Proficient in using applications such as MS-Office, Ms Outlook, UNIX, SQL, C and Citrix.
EMPLOYMENT HISTORY
Organization Designation Duration
BlackRock Senior Analyst 2.10 yrs ( 8th Jul 2013- till Date)
Yes Bank Branch Service Partner 1.6 yrs ( Jan2012 – May 2013)
IndusInd Bank Acquisition Manager 5 months ( June 2011- Nov 2011)
EDUCATIONAL QUALIFICATION
2009-11 MBA (Finance & Marketing) from Banasthali University, Jaipur, Rajasthan With 66%.
2005-08 BBA from Banasthali University, Jaipur, Rajasthan With 69%.
2005 Passed 12th
from Ben-Hur Public School, Pilibhit affiliated to C.B.S.E in Commerce + Maths
Stream with 71.4%.
2003
Passed 10th
from Ben-Hur Public School, Pilibhit affiliated to C.B.S.E with 67%.
WORK EXPERIENCE DETIALS
BLACKROCK Senior Analyst 8th
July 2013 – till date
Roles and
Responsibilities
• Responsible for data and content management. Efficiently managing the data delivery for the
wide range of financial securities with major focus on Fixed Income Securities (security setup,
review of securities and maintenance of time series data) capturing and implementing corporate
actions.
• On daily basis, ensure that all corporate action events across all markets and asset types
(equities, fixed income and derivatives) in Aladdin(BlackRock System) are correctly processed,
reviewed and reconciled as necessary in accordance with procedures and event deadlines
• Experience in accumulating, cross verifying, analysing and processing of prices, corporate
actions and returns on different securities (Equities and Fixed Income) to implement them in
Fundamental Equity Research Model (FERM) used by BlackRock Portfolio Managers .In
addition, was responsible for Qualitative and quantitative research of these data.
• As a Lead Analyst, also contributes in Quality Control and validation of time series data
including security indicative data, terms and conditions, reference, payment, and analytical data,
and occasionally trading, index and corporate action related data. Data is gathered as a part of
both primary and secondary research.
• Liaison with market data vendors like Bloomberg, Reuters, Factset, Markit and coordinate with
dealers/custodians to obtain the most accurate data
• SPOC - Interact with internal and external clients to serve as a financial services helpdesk,
managing expectations of service delivery, and provide superior customer service
• Acting as a Committee member of CSR group and working towards development of society.
Yes Bank Branch Service Partner 16th
Jan 2012 – 4th
May 2013
Roles and
Responsibilities
• To deliver superior customer Service with High level of Professional Excellence, Offer planning
& projection for various segments, Offer plan research & testing with sample base, Analysis and
reporting of treasury operations and handling of TOD/IOD transactions.
• To ensure superior quality of work and service delivery for offers incepted. With high bend
towards brand growth & service excellence, was instrumental in increasing brand penetration in
key segments & creating brand relationship sync with key accounts.
Significant Contributions:
“Grow Your Money” offer for fixed deposits. Moving a step ahead of the league, executed gifting of smart
money plants to TG which got a highly positive response from the base.
In-depth research on offer subjects & response objectives leading to result oriented offer plans.
IndusInd Bank Acquisition Manager 29th
June2011- 20th
Nov 2011
Roles and
Responsibilities
Identify opportunities and generate brand revenues through database deals /Corporate Barters /Platform
Sharing Tie-ups/ bulk tie ups etc., deliver assigned Brand Revenues and Number targets, product wise
for the cities.
Significant Contributions:
Catapulted brand identity by reaching TG with easy ATM access preposition launched for Key target
areas (Lajpat nagar, Saket, Green Park, Rohini etc.)
Platform sharing tie-up with Aviva Life Insurance adding to brand revenues.
PROFESSIONAL EXPOSURE
SUMMER INTERNSHIP
Organization HDFC Ltd. Jaipur
Title An Overview of HDFC Home Loan and Analysis of Sanctioned and Partly Disbursed
Cases.
Department Operations Department
Duration 2.5 Months. (May 15-July 30, 2010)
Summary To gain insights of an overview of HDFC Home Loans and their various products.
• Helps learning the policies and interest rates applied and their comparison with other market
competitors.
• An Analysis on Cases of Sanctioned but not Disbursed files and Partly Disbursed file to gain the
feedback and responses of customers and looking into their problems.
Organization Reliance Money Ltd.
Title An Overview of Indian Capital Market
Department Operations Department
Duration 1.5 Months. (May 15-June 30, 2008)
Summary To gain insight of Reliance Money products.
• Helps learning the various investment & securities offer serviced by the company & their
comparison with other market competitors.
• Data scratching for new product-offer planning
Awarded a “SERVICE EXCELLENCE” Certificate from DALE CARNEGIE TRAINING.
Personal Minutiae
Passport Number: M7881118
Marital Status: Single

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CV_Ekta

  • 1. EKTA JYOTI Financial Research Analyst Mobile: +919953599442 Female E-Mail: jyotikhanduja@gmail.com http://in.linkedin.com/pub/ekta-jyoti/18/613/4aa/ FINANCIAL RESEARCH/OPERATIONS/ANALYTICS Playing a challenging role in a fast-paced working environment, where contributed strategic initiatives can create major difference, utilizing the thoughtful leadership and communication skills. Seeking an opportunity for professional challenge and growth to support and enhance the objectives of the company. SUMMARY OF SKILLS Experience of 2.10 years in the financial industry across Data operations and analytics of Fixed Income Securities, Equities, Indices and Corporate Actions. Currently spearheading the team as a Lead Analyst with BlackRock India Services Private Limited. A skilled financial analyst with good knowledge of pricing, corporate actions, and reference data related activities on different asset classes ranging from Fixed Income to Equities and Derivatives Well versed in analyzing and verifying financial information and evaluating & analysis of financial data. Proficient in handling various financial portals like Bloomberg, Reuters 3000 Xtra, FACTSET, DataStream, Datascope, CUSIP, Euroclear, and Moody’s for comprehensive information on any market/ industry globally. RELEVANT SKILLS • Ability to deal with people effectively. • Good verbal and written communication skills • Creative & Out of the box Thought Process. • Strong command at number calculations & strategizing • Strong Public Relation and Strategy Building Abilities. • Proficient in using applications such as MS-Office, Ms Outlook, UNIX, SQL, C and Citrix. EMPLOYMENT HISTORY Organization Designation Duration BlackRock Senior Analyst 2.10 yrs ( 8th Jul 2013- till Date) Yes Bank Branch Service Partner 1.6 yrs ( Jan2012 – May 2013) IndusInd Bank Acquisition Manager 5 months ( June 2011- Nov 2011) EDUCATIONAL QUALIFICATION 2009-11 MBA (Finance & Marketing) from Banasthali University, Jaipur, Rajasthan With 66%. 2005-08 BBA from Banasthali University, Jaipur, Rajasthan With 69%. 2005 Passed 12th from Ben-Hur Public School, Pilibhit affiliated to C.B.S.E in Commerce + Maths Stream with 71.4%. 2003 Passed 10th from Ben-Hur Public School, Pilibhit affiliated to C.B.S.E with 67%.
  • 2. WORK EXPERIENCE DETIALS BLACKROCK Senior Analyst 8th July 2013 – till date Roles and Responsibilities • Responsible for data and content management. Efficiently managing the data delivery for the wide range of financial securities with major focus on Fixed Income Securities (security setup, review of securities and maintenance of time series data) capturing and implementing corporate actions. • On daily basis, ensure that all corporate action events across all markets and asset types (equities, fixed income and derivatives) in Aladdin(BlackRock System) are correctly processed, reviewed and reconciled as necessary in accordance with procedures and event deadlines • Experience in accumulating, cross verifying, analysing and processing of prices, corporate actions and returns on different securities (Equities and Fixed Income) to implement them in Fundamental Equity Research Model (FERM) used by BlackRock Portfolio Managers .In addition, was responsible for Qualitative and quantitative research of these data. • As a Lead Analyst, also contributes in Quality Control and validation of time series data including security indicative data, terms and conditions, reference, payment, and analytical data, and occasionally trading, index and corporate action related data. Data is gathered as a part of both primary and secondary research. • Liaison with market data vendors like Bloomberg, Reuters, Factset, Markit and coordinate with dealers/custodians to obtain the most accurate data • SPOC - Interact with internal and external clients to serve as a financial services helpdesk, managing expectations of service delivery, and provide superior customer service • Acting as a Committee member of CSR group and working towards development of society. Yes Bank Branch Service Partner 16th Jan 2012 – 4th May 2013 Roles and Responsibilities • To deliver superior customer Service with High level of Professional Excellence, Offer planning & projection for various segments, Offer plan research & testing with sample base, Analysis and reporting of treasury operations and handling of TOD/IOD transactions. • To ensure superior quality of work and service delivery for offers incepted. With high bend towards brand growth & service excellence, was instrumental in increasing brand penetration in key segments & creating brand relationship sync with key accounts. Significant Contributions: “Grow Your Money” offer for fixed deposits. Moving a step ahead of the league, executed gifting of smart money plants to TG which got a highly positive response from the base. In-depth research on offer subjects & response objectives leading to result oriented offer plans. IndusInd Bank Acquisition Manager 29th June2011- 20th Nov 2011 Roles and Responsibilities Identify opportunities and generate brand revenues through database deals /Corporate Barters /Platform Sharing Tie-ups/ bulk tie ups etc., deliver assigned Brand Revenues and Number targets, product wise for the cities. Significant Contributions: Catapulted brand identity by reaching TG with easy ATM access preposition launched for Key target areas (Lajpat nagar, Saket, Green Park, Rohini etc.) Platform sharing tie-up with Aviva Life Insurance adding to brand revenues.
  • 3. PROFESSIONAL EXPOSURE SUMMER INTERNSHIP Organization HDFC Ltd. Jaipur Title An Overview of HDFC Home Loan and Analysis of Sanctioned and Partly Disbursed Cases. Department Operations Department Duration 2.5 Months. (May 15-July 30, 2010) Summary To gain insights of an overview of HDFC Home Loans and their various products. • Helps learning the policies and interest rates applied and their comparison with other market competitors. • An Analysis on Cases of Sanctioned but not Disbursed files and Partly Disbursed file to gain the feedback and responses of customers and looking into their problems. Organization Reliance Money Ltd. Title An Overview of Indian Capital Market Department Operations Department Duration 1.5 Months. (May 15-June 30, 2008) Summary To gain insight of Reliance Money products. • Helps learning the various investment & securities offer serviced by the company & their comparison with other market competitors. • Data scratching for new product-offer planning Awarded a “SERVICE EXCELLENCE” Certificate from DALE CARNEGIE TRAINING. Personal Minutiae Passport Number: M7881118 Marital Status: Single