Spoorthi Umapathi
Bis 2022, Financial Associate, Morgan Stanley Investment Management
Leipzig, Deutschland
Über mich
I’m a Data Analyst looking to flex my talents to identify new growth strategies for as a Data Analyst. I’ve always been fascinated to build my career in Data analyst role in various Domains to get more exposures, and working in data analytics has been a long-term goal of mine. My career in the Finance and banking business, analyzing, gathering user requirements into effective & efficient Reports and Dashboards has taught me to think strategically about problems and identify solutions with more insights. My technical skills encompass a wide range of tools, including proficiency in Financial Markets, MySQL, Power BI tool and other power tools for efficient database querying. Additionally, I am adept at using visualization tools like Power BI to create informative dashboards that facilitate understanding and communication of complex data findings.
Werdegang
Berufserfahrung von Spoorthi Umapathi
Bis heute 2 Jahre und 7 Monate, seit Nov. 2021
Associate Financial Analyst
Morgan Stanley
Client Reporting process is responsible for assuring that Morgan Stanley's Wealth Management clients receive industry leading documents matching or exceeding regulatory requirements with. We collaborates with multiple stakeholders across the firm to continuously refine our offering, improving the client experience while focusing on creating operational efficiencies.
9 Monate, Nov. 2021 - Juli 2022
Financial Associate
Morgan Stanley Investment Management
EIM Enterprise Information Management Group at State Street Global Advisors (SSGA). Responsibilities include Product reference data management, publishing factsheets, deals with vendor data management for updating periodic, static and dynamic data on SPDR website managed by SSGA client reports, and resolving the issues raised by the marketing team.
3 Jahre und 10 Monate, Dez. 2014 - Sep. 2018
Senior Financial Analyst
Northern Trust Corporation
Worked as a senior financial Analyst in the Asset Data Servicing section of Northern Trust with a responsibility to investigate and resolve issues relating to financial instruments within our internal systems. I was required to use multiple vendors to source the correct financial information such as Bloomberg, IDS, Crest, Reuters and many more.
Ausbildung von Spoorthi Umapathi
1 Jahr und 10 Monate, Juli 2012 - Apr. 2014
Master of Business Administration
Sir M Visvesvaraya Institute Of Technology
2 Jahre und 1 Monat, Juni 2010 - Juni 2012
Bachelor of Business Management
Bangalore University
Sprachen
Deutsch
Grundlagen
Englisch
Fließend