Vivek Khanna

Vivek Khanna experienced senior analyst Essex, England-- LinkedIn Professional Profile Versatile, ambitious, and qualified individual seeking to attain an immediate career progressive role in the financial sector. Assumes an organised and data-analytical approach to ensure both client and contractual satisfaction. Possesses excellent communication skills that enables confident engagement with colleagues, clients, and stakeholders across all levels of business. Boasts a proven track record in analysing notable client financial statements to support the fulfilment of prominent objectives, while meeting prominent regulatory requirements and standards. Effective in identifying, assessing, and controlling threats to protect organisational capital. Passionate about supporting the implementation of notable risk management frameworks. Able to provide accurate, swift, and understandable financial reports. Thrives in high-pressure and fast-paced scenarios while remaining flexible and adaptable in ever-evolving environments. Recognised for taking initiative and functioning well under pressure. Knowledgeable in various forms of IT software. Competencies Financial Acumen ▪ Trading & Investing ▪ Governance & Compliance ▪ Data Management ▪ Financial Reporting Microsoft Office ▪ Bloomberg ▪ Google Drive ▪ Python (Pursuing) ▪ VBE (Pursuing) Work Ethic ▪ Oral & Written Communication ▪ Organisation ▪ Critical Thinking ▪ Problem Solving ▪ Adaptability ▪ Time Management ▪ Flexibility ▪ Teamwork ▪ Versatility ▪ Attention to Detail ▪ Resilience ▪ Reliability Career Summary Senior Analyst (Investment Risk)2019 – 2021 Northern Trust ▪ Bengaluru, India key achievements Met 100% of all key personal performance targets during my two years in the role Selected by management as the sole person responsible for writing broker dealer reviews, municipal bond writeups, and providing municipal bond approvals Commended by senior stakeholders for presenting notable reports for the Credit Approval Committee (CAC), which tracked credit and tenure based on company policy regarding corporate, municipal, and sovereign entities to determine whether to increase or decrease the limit Reduced bond approval and diver alerts tracking processes from 45 minutes to under three minutes by assisting the creation of an automated macro responsibilities Created numerous reports for several NT’s funds, such as pension funds, extended deadlines, and net flows; monitoring threshold breaches and extracting data accordingly Assist the development and implementation of risk management frameworks Provided risk opinions on client bonds by analysing credit rating and enhancement Supplied compliance-related approval for IG and HY related bonds for the compliance team Conducted continuous monitoring of investment risks to ensure alignment with company objectives and policies Sent diver alerts to senior management concerning credit rating changes across municipal bonds; researching reasoning behind each change and reporting back as appropriate Prepared and presented treasury packets for the credit risk committee on a daily basis Administered broker-dealer reviews and reviewed high liquid investment mandate funds like general funds and ETFs Senior Associate Analyst2017 – 2018 ICRA Online Pvt Ltd ▪ Kolkata, India responsibilities Analysed financial statements for various high-profile US clients, including off-balance sheet leases, debt covenants, footnotes, and cash flow statements; determining and confirming credit rating accordingly Analysed credit ratings based on pension adjustment, lease adjustment, elimination of unusual and infrequent items, inventory adjustment, passing of hybrid securities adjustment, and time charter adjustment Interpreted debt covenants, as well as identifying leases and pensions adjustments on a consistent basis Led the research and evaluation of previous year adjustments; leveraging insight to identify new and existing opportunities to ensure company performance aligned with demanding business targets and objectives Maintained system databases and client records; ensuring all documentation was backed up at all times Tax Consultant2016 – 2017 Deloitte Tax LLP ▪ Hyderabad, India responsibilities Analysed and organised numerous source documents concerning income tax for a large clientele in the USA, including W-2 forms and dividend certificates Created income tax documents (1040) in an accurate and timely manner Advised clients on how to save on taxes within the legal ambit of tax laws within the USA and India Responded to client correspondence and queries; providing appropriate solutions as required Communicated frequently with senior management and colleagues to ensure effective cross-collaboration Intern2014 Dynamics Commodity Pvt. Ltd ▪ Kolkata, India responsibilities Supported the day-to-day operations of the derivatives team; completing any prominent tasks as they arose Handled a variety of individual tasks at the request of the senior manager Identified and acted upon a variety of buying and selling signals from technical and fundamental analysis of stocks and underlying derivatives Developed an understanding of how Indian capital markets work, key hedging operations, and various stock market models to control the risk associated with financial markets Education & professional development CFA Level 2 Candidate2017 CFA Institute ▪ USA Post Graduate Program in Management (Finance)2013 – 2015 GLOBSYN ▪ Kolkata, India Financial Market Basics2014 Calcutta Stock Exchange ▪ Kolkata, India BCom (Hons) Accountancy & Finance2009 – 2012 Calcutta University ▪ Kolkata, India