I’m a detail-oriented and determined professional who thrives in fast-paced workplaces while performing analysis, planning, and troubleshooting.
Location
New York City, NY
Education
C
CUNY Queens College
September 2015 - December 2020
degree
Bachelor's
majors
Economics
Sociology
T
Thomas Edison High School
September 2011 - May 2015
Work Experience
M
Morgan Stanley
Business Analyst III
January 2022 - present
company
Morgan Stanley
title
Business Analyst III
overview
● Partnered with and support head of Institutional Sales to manage large clients involving Public Funds, Public Pensions, Corporate Pensions, Endowments, and Foundations each with $150M+ in asset
● Manage large cross-functional enterprise projects and initiatives in compliance with Morgan Stanley’s defined standards with the objective of delivering the financial project deliveries and key results on time and within budget
● Leveraged data analysis and implemented new methodologies to revamp workflows and improve teams combined client interaction from 45% to 96% in CY 2022
● Utilize financial planning tools to analyze complex financial information and lead client/prospect financial planning initiatives in conjunction with the Financial Advisors
● Lead and manage the Salesforce workflow for each opportunity from source to close, ensuring completion of opportunity details for panel review of new business
N
Northwell Health
Finance Operations
January 2021 - January 2022
J
JP Morgan Chase
Associate banker
January 2020 - January 2021
Skills
Languages
EnglishHindiPunjabiUrdu
Technical skills
google apps scriptjavascriptsql
Skills
Business AnalysisOracleProject ManagementSalesforceStatistical Data Analysis