Surbhi Maheshwari
reconciliation paris cfa level1 candidate@ Societe Generale Corporate and Investment Banking - SGCIB
Pune, Maharashtra, India
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Surbhi Maheshwari is a highly experienced professional with 7.7 years of work experience in the financial services industry. Based in Pune, Maharashtra, India, Surbhi has a strong background in settlement, equities, trading, and business analysis. With a focus on investment banking and BNY and WIPRO, Surbhi has supported core trade settlements and reconciliation. Surbhi has also completed a course in Financial modelling and Mutual Fund, specializing in Key Ratios, Time Value of Money, Portfolio Management, and Valuation. Surbhi has received recognition for timely and accurate deliverable tasks from counter parties.
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Emails and Phone Numbers

@societegenerale.com
@societegenerale.com
@northerntrust.com
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About

I have been working with investment banking (Corporate finance and capital marketing) and associated with BNY and WIPRO for last 3+ year also supporting core Trade settlements and Reconciliation (Bond, Equity, and derivatives). Have done additional course in Financial modelling and Mutual Fund in 2015 having a knowledge of Analysis of Key Ratios, Time Value of Money, Portfolio Management & Valuation. I have been appreciated many times from counter parties (Clients) for timely and accurate deliverable of tasks given to me.

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Work Experience

17, Cours Valmy, Nanterre, Ile-de-France, 92000, FR

Financial Services

10312
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Surbhi Maheshwari's Professional Milestones

  • Operations Executive (2016-01-01~2018-01-01): Streamlined operational processes, increasing efficiency and cost-saving measures.
  • Reconciliation (2019-09-01~): Enhanced compliance with legal regulations, ensuring effective communication and compliance with regulatory guidelines.
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Education

Devi Ahilya Vishwavidyalaya
Devi Ahilya Vishwavidyalaya

Commerce,

Business,

Bachelors

2010-2012