Analyst Quality Control

Dinesh Vatani

Boston, MA

Phone: 1-617-***-****

Email: *******@*****.***

Linkedin: http://www.linkedin.com/in/din2din

Video Resume: http://bit.ly/9xDZgt

OBJECTIVE

To obtain a position in the field of finance with high responsibilities

that will effectively utilize my education, communication, leadership,

financial expertise and organizational skills.

KEY COMPETENCIES

. Financial analysis

. Investment performance auditing & reporting

. Analyzing investment reports

. Fund accounting

. Financial reports auditing

. Client service & back office operations management

. Excel & VBA modeling

. Analyzing & auditing financial statements

. Custodian transactions reconciliation

. Calculating investment performance returns & statistical figures

. Training new analysts

. Attention to detail

. Multitasking

. Strong work ethic

EDUCATION

Jun 2011 Registered for the Chartered Financial Analyst Level 1

exam Boston, MA

Suffolk University

Boston, MA

Sep 2010 - Present Finance, Master of Science (MSF)

Sep 2007 - Dec 2008 Finance, Master in Business Administration (MBA)

Sep 2001 - May 2004 Finance, Bachelor of Science in Business

Administration (BSBA)

WORK EXPERIENCE

State Street Corporation, Boston, MA

Oct 2009 - Mar 2010

Investment Performance Measurement Analyst (Contract position)

. Conducted investment performance measurement, performance attribution

and return analysis to understand and explain the sources of fund

returns at sector, industry and security levels on a daily, monthly or

quarterly basis

. Collected, analyzed and audited investment performance for use in

internal management and external client reports

. Assisted portfolio managers, client service and operations with

performance calculation process and auditing procedures

. Supported the testing of new investment performance measurement

software and applications

Bain Capital, Boston, MA

Sep 2008 - Feb 2009

Technical Analyst (Contract position)

. Created automated excel spreadsheets for monthly reporting of

departmental budgeting process

. Developed ad hoc spreadsheets based in VBA for automation of checking

and populating information in MS Excel

. Designed and published quarterly Technology Times newspaper for

department wide news reporting

New England Pension Consultants, Cambridge, MA

Jun 2004 - Aug 2007

Portfolio Performance Analyst

. Conducted investment performance reporting and financial analysis for

20 public and corporate pension portfolios totaling over $16.8 Billion

. Analyzed fund performance against respective peer groups and

benchmarks

. Ensured portfolios & their reporting is in compliance with Global

Investment Performance Standards (GIPS)

. Monitored and reconciled investment performance returns against

custody bank transactions and portfolio manager returns to make sure

reports are accurate

. Produced statistical data on various financial market sectors needed

for the completion of performance reporting, questionnaires and

requests for proposals (RFPs)

. Assimilated pertinent quantitative data flows from credit reports and

balance sheets

. Followed cash flows and inter fund transfers within client portfolios

. Co-authored monthly excel based reports and created graphic exhibits

to supplement investment performance analysis

. Trained and supervised new portfolio analysts until they gained

sufficient knowledge of internal systems

Thomson Reuters, Boston, MA

Apr 2003 - May 2004

Financial Research Analyst

. Researched brokerage firm stock reports as submitted by buy side

analysts on a real time basis to extract analyst recommendations for

sector, company and individual stocks

. Analyzed and updated Thomson Reuters' 'Analyst Coverage' database to

ensure correct reporting on analysts covering their respective

industry, company and stock

. Conducted quality control analysis on external equity forecast data,

researching and when necessary, updating records

. Researched and maintained data used for the Wall Street Journal's

annual "Best of the Street" Publication

Merrill Lynch, Boston, MA

Jan 2003 - Mar 2003

Finance Intern

. Marketed information related to upcoming seminars about financial

products to new clients, both individuals and families

. Conducted research and administrative work related to day-to-day

office activities for existing clients

Suffolk University, Boston, MA

Sep 2001 - Sep 2003

Systems Administrator

. Maintained all business school faculty computer hardware, software and

network infrastructure

. Conducted basic software & hardware troubleshooting and emergency anti-

virus procedures

. Facilitated computer systems check for colleges within the university

IT SKILLS

. Microsoft Office & other software

MS Word, MS Excel (VBA, Pivot Tables, Excel formulas), MS PowerPoint,

MS Access, MS Viso, MS Project Bloomberg, Thomson Analytics

. Languages

Java, SQL

INTERESTS

. Strong interest in Forex markets

. Basketball & Tennis

. Volunteering for 'Horizons for Homeless Children'

Contact this candidate