Surbhi Maheshwari
Devi Ahilya Vishwavidyalaya
Tell me more about Surbhi Maheshwari?
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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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.
...See MoreWork Experience
reconciliation paris cfa level1 candidate
Financial Services
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.
Education
Commerce,
Business,
Bachelors
2010-2012Skill
Settlement
Equities
Trading
Financial Services
Business Analysis
Prime Brokerage
Management
Account Reconciliation
Certification
Colleagues
Emilie Thierry
architecte fonctionnel et applicatif responsable de projet product owner chez societe generale corporate and investment banking - sgcib
Hasna DOUHI
Product Owner
Morgane Jaud
Product Owner
wassim DAYEKH
product owner and lead software engineer chez societe generale corporate and investment banking - sgcib
Slobodan Pantelic
ia product owner chez société générale corporate and investment banking - sgcib
Other Named Surbhi Maheshwari
Frequently asked questions
We found 3 Surbhi Maheshwari's email addresses
Surbhi Maheshwari's social media include: Linkedin,
Surbhi Maheshwari works for Societe Generale Corporate and Investment Banking - SGCIB
Surbhi Maheshwari's role in Societe Generale Corporate and Investment Banking - SGCIB is reconciliation paris cfa level1 candidate
Surbhi Maheshwari works in the industry of Financial Services
Surbhi Maheshwari's colleagues are Emilie Thierry,Hasna DOUHI,Morgane Jaud
Surbhi Maheshwari's latest job experience is reconciliation paris cfa level1 candidate at Societe Generale Corporate and Investment Banking - SGCIB
Surbhi Maheshwari's latest education in Devi Ahilya Vishwavidyalaya