YASHASHREE SHETTI
Dubai
Summary
Driven investment banking professional successful gathering, modeling and utilizing key data for diverse projects. Technologically savvy and keen to learn new programs quickly. Top-notch administrator, leader and project manager.
Overview
18
18
years of professional experience
Work History
Insurance and Investment Associate
Seven Insurance Brokers LLC
04.2024 - Current
- Life Insurance: Preparing quotations, handling new business and surrender of policies, communication with providers for various issues
- Investment Portfolio: Preparing stock portfolio, processing dealing requests, maintaining track record
- Individual and Group Medical/General: Preparing quotations, working on finalized quotations, new businesses, and renewals
- Managed risk effectively by implementing robust risk management practices across the investment process.
- Assisted clients in achieving their long-term financial goals through personalized investment strategies.
- Monitored portfolio performance, making timely adjustments based on changing market conditions or client objectives.
- Collaborated with cross-functional teams to develop comprehensive due diligence reports for potential investments.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Enhanced portfolio performance by conducting thorough financial research and analysis.
Senior Associate - Investment Banking, Research (Backend Operations)
Acuity Knowledge Partners -Barclays Inc.
11.2021 - 01.2024
- Consumer Retail Group: Preparing case studies related to mergers & acquisitions and newsletters
- Industry Research: Preparing extensive industry research research on various industries including home care, quick service restaurant and many more
- Adhoc: Working on broker reports, transcripts, company's annual/quarterly reports, credit rating pages, and ESG projects.
- Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
- Trained and supported new team members, maintaining culture of collaboration.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
Senior Associate - Investment Banking, Research (Backend Operations)
Sutherland Global Services
11.2017 - 11.2021
- Aerospace/Defense and Military Industry: Conducting company research, preparing company profiles, and industry research
- Trading and Transaction Comps Screening: Screening transaction comps and trading comps
- Adhoc: Supporting a Pharmaceutical Reimbursement Consultant, database usage.
- Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Trained and supported new team members, maintaining culture of collaboration.
Senior MIS Executive - MIS Operations & Analytical
CRISIL Limited
07.2014 - 11.2015
- MIS Preparation: Preparing weekly and monthly MIS, coordinating with managers and IT support
- Employee records dashboards.
- Supervised audit processes to address non-compliance.
- Determined data retention parameters based on organizational requirements.
- Implemented advanced analytics tools, enabling more accurate predictions of market trends and customer behavior patterns.
- Streamlined report generation for improved decision-making with efficient data extraction and analysis techniques.
- Trained new employees on using MIS tools effectively, ensuring seamless integration into the team''s workflows.
Senior Assistant, Insurance & Investments
Smart Solutions
07.2011 - 07.2014
- Insurance and Investments: Preparing financial plans, managing cash and bank controls, reconciliation, interacting with agents and clients.
- Provided exceptional support to executive leadership by managing schedules, coordinating travel arrangements, and preparing materials for meetings and presentations.
- Assisted in budgetary planning and financial forecasting for the department, ensuring accurate allocation of resources and monitoring expenses closely.
- Conducted thorough market research to inform strategic planning decisions regarding product offerings or service enhancements within the organization.
- Spearheaded process improvements initiatives that resulted in increased efficiency, reduced errors, and enhanced overall business performance.
- Used data processing and statistical software to process large amounts of data and paperwork.
Associate (Backend Operations)
Willis Towers Watson
01.2011 - 06.2011
- Accounts and Settlements: Responsibilities for UK and Australia process, calculations, communication with clients.
- Fostered a positive work environment by promoting open communication channels between staff members at all levels.
- Cultivated strong working relationships with key stakeholders in order to facilitate collaboration towards shared goals.
- Improved customer satisfaction by effectively addressing queries and resolving issues in a timely manner.
- Oversaw daily operations by coordinating schedules, monitoring workflow progress, and resolving any obstacles or bottlenecks encountered along the way.
Associate, Ratings (Backend Operations)
CRISIL Limited (S&P Global)
01.2008 - 11.2010
- Credit risk ratings and analysis on ratings: Analyzing credit risk, updating financial spreadsheets, incorporating adjustments, assisting the Project Manager, developing relationships with S&P analysts.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
Technical Assistant (Backend Operations)
Eurasia Shipping Company
08.2006 - 12.2007
- Supporting shipping staff, planning ship requirements.
- Gathered, organized and distributed technical documentation.
- Prepared technical presentations and other materials for advisory meetings.
- Collaborated with cross-functional teams to develop innovative solutions for complex technical challenges, driving business growth.
- Facilitated effective communication between technical and non-technical staff members by translating complex concepts into easily understandable terms.
Education
MBA (Finance) -
Welingkar Institute
01.2022
Associate Financial Planner (AFP) -
Financial Planning Standards Board of India (FPSB)
01.2016
Master of Commerce -
University of Mumbai
01.2011
Bachelor of Commerce -
Mulund College of Commerce
01.2006
HSC -
Mulund College of Commerce
01.2004
SSC -
Vidya Prasarak Mandal School
01.2001
NISM Courses DCF, Business valuation and others -
Insurance Exam -
Insurance Regulatory and Development Authority of India (IRDAI)
01.2010
Skills
- Investment Banking
- Interpersonal Communication
- Client Relationship Development
- Team building
- Financial and operational reporting
- Attention to Detail
- Powerpoint Presentations
- Expertise in Excel
- Analytical Thinking
- Mergers and Acquisitions
- Industry Research and Analysis
- Power point Presentations
- Credit Rating
- ESG projects
- Research and due diligence
- Portfolio Management
Accomplishments
- Acuity Knowledge Partners: Promoted to Senior Associate in February 2023
- Sutherland Global Services: Recognized for trust and support - Sep 2018; Recognized for work performance with spot award- Nov 2018; Recognized as Rock Star 2018 - Jan 2019; Recognized as Rock Star FY 2020 and FY 2021
- CRISIL: Quarterly Performance Award - Apr 2009, Numero Uno Award - Oct 2014; Recognition for outstanding service quality from Standard and Poors'- Nov 2008
Languages
English
Hindi
Marathi
Kannada
Availabilitystatus
1 month
Personal Information
Visa Status: Sponsor/Family Visa
Timeline
Insurance and Investment Associate
Seven Insurance Brokers LLC
04.2024 - Current
Senior Associate - Investment Banking, Research (Backend Operations)
Acuity Knowledge Partners -Barclays Inc.
11.2021 - 01.2024
Senior Associate - Investment Banking, Research (Backend Operations)
Sutherland Global Services
11.2017 - 11.2021
Senior MIS Executive - MIS Operations & Analytical
CRISIL Limited
07.2014 - 11.2015
Senior Assistant, Insurance & Investments
Smart Solutions
07.2011 - 07.2014
Associate (Backend Operations)
Willis Towers Watson
01.2011 - 06.2011
Associate, Ratings (Backend Operations)
CRISIL Limited (S&P Global)
01.2008 - 11.2010
Technical Assistant (Backend Operations)
Eurasia Shipping Company
08.2006 - 12.2007
MBA (Finance) -
Welingkar Institute
Associate Financial Planner (AFP) -
Financial Planning Standards Board of India (FPSB)
Master of Commerce -
University of Mumbai
Bachelor of Commerce -
Mulund College of Commerce
HSC -
Mulund College of Commerce
SSC -
Vidya Prasarak Mandal School
NISM Courses DCF, Business valuation and others -
Insurance Exam -
Insurance Regulatory and Development Authority of India (IRDAI)
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