Fixed Income Client Support

SHERBANU BHAMBRA

Anjar, India ****** 991-***-**** *********@*****.***

LinkedIn: https://www.linkedin.com/in/seher-bhambra-62260417

• https://www.linkedin.com/in/seher-bhambra-62260417b/ Experienced professional with 5+ years in Corporate Action and Index Management, focusing on Fixed Income and Equity. Proven ability to resolve client facing issues and build strong client relationships through clear communication and strategic problem-solving. Skilled in delivering top-notch data and leading automation projects to enhance efficiency and productivity. Associate Content Specialist, 11/2023 - Current

FactSet Research Systems Inc – Hyderabad

Index Client Support

Key Responsibilities:

We focus on third party index datasets sourced from over a Diverse index providers - Equity, Fixed Income and Commodity indices such as Stoxx, S&P, MSCI, Morningstar, FTSE, Solactive, ICE, S&P FI, FTSE FI, BofA, IBOXX, Bloomberg Commodity Indices, Dow Jones Commodity Index and More.

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Working closely on addressing Client Queries and concerns related to Impact on Index performance, and Corporate actions, GICS Change or Update, Rebalance, Vendor Methodology Update or Changes, Integration and decommissioning of Index, Symbol or identifier change, Fixed Income Issue, Mergers and acquisitions, delayed /Reposted Vendor Files, as well as other Index Related issue.

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Working on Vendor calculation, performing timely investigations, and facilitating communication with vendors to deliver accurate index benchmarking solutions to clients, ensuring quick resolution of client requests. Additionally, supporting the team with updated methodologies.

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Working on Substantial changes or impact on price movement and Index value changes due to corporate actions, Splits, Spin Off, Dividends.

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Work in close coordination with Engineers and the production team for data feed updates, Raw file updates, changes in process or new product development, and methodologies changes Via JIRA.

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Senior Analyst, 09/2021 - 10/2023

FactSet Research Systems Inc – Hyderabad, India

WEBSITES, PORTFOLIOS, PROFILES

PROFESSIONAL SUMMARY

PROFESSIONAL EXPERIENCE

Data Analyst, 05/2019 - 09/2021

S&P Global – Ahmedabad, India

Corporate Actions

Key Responsibilities:

Managed a comprehensive range of corporate actions, including Dividend Announcements, Forward Splits, Reverse Splits, Spin-offs, Tender Offers, Rights Offerings, Mergers and Acquisitions, Liquidations, Bankruptcy, Redemptions, and De-listings.

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Demonstrated proficiency with IDC, EDI, and S&P Capital IQ platforms, effectively utilizing them for accurate data processing.

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Ensured precise updating of FX rates relevant to Cash Dividends, contributing to accurate financial calculations.

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Verified the correct application of essential identifiers such as ISIN, Security Description, CUSIP, SEDOL, Payment Date, Dividend, Holdings, Interest, and FX Rates.

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Maintained a meticulous record of corporate actions within the database and meticulously cleared system-triggered checks.

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Consistently identified opportunities for process enhancement and system optimization, implementing improvements to enhance operational efficiency.

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Displayed adept client management skills by efficiently handling client queries, delivering prompt resolutions, conducting effective follow-ups, and offering responsive assistance.

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MBA: Finance, 04/2019

N.R. Institute of Business Management (GLS)

English

Bilingual or Proficient (C2)

Hindi

Bilingual or Proficient (C2)

Gujarati

Bilingual or Proficient (C2)

Spanish

Beginner (A1)

• SQL (In progress )

• Six Sigma: White Belt (Achieved)

• Python for Non- Programmers (In progress)

EDUCATION

LANGUAGES

CERTIFICATIONS

SKILLS

Experienced in utilizing Microsoft Office

applications

• • Experience with FactSet Workstation

• Experience with S&P Capital IQ • Introductory SQL skills

• Financial analysis proficiency • Market research expertise

• Investment portfolio analysis • Effective communication skills

• Strong verbal communication • Effective collaboration

• Team leadership

Contact this candidate