JAHNAVI BOYAPATI
HYDERABAD
Summary
Dynamic Portfolio Analyst with a proven track record at Invesco, enhancing financial accuracy and risk mitigation through expert data reconciliation and innovative control development. Excelled in cross-functional collaboration and problem-solving, mastering tools like ALADDIN and Power BI. Known for exceptional time management and multitasking abilities, significantly improving reporting quality.
Overview
4
4
years of professional experience
Work History
Portfolio Analyst
Invesco
07.2021 - Current
- Assisted in the development of new controls to mitigate risk exposure, safeguarding company assets from potential losses.
- Maintained up-to-date knowledge of industry best practices, incorporating relevant techniques into daily tasks where applicable.
- Collaborated with cross-functional teams to address data inconsistencies, enhancing overall reporting quality.
- Improved the accuracy of financial statements by ensuring timely completion of reconciliations for all accounts.
- With in no time expertise in ALADDIN, TLM, IMAGINE reconciliation by making use of supporting tools like FMC and STAR
Education
MBA - FINANCE
PENDEKANTI INSTITUTION OF MANAGEMENT
Hyderabad, India04-2021
Skills
- Month end close
- Data reconciliation
- Reporting management
- Automation support
- Reconciliation monitoring
- Teamwork and collaboration
- Problem-solving
- Time management
- Multitasking Abilities
- Power BI
- MS EXCEL
Timeline
Portfolio Analyst
Invesco
07.2021 - Current
MBA - FINANCE
PENDEKANTI INSTITUTION OF MANAGEMENT
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