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PRAVAS PATI
Senior Associate , Acuity Knowledge Partners
Bengaluru, Karnataka
Actively involved with international projects related to Financial Analysis, Capital Markets,
Derivative, Portfolio Management, P/L and balance sheet reconciliation, financial reporting,
statistical analysis, quality management and process improvement, IFRS & US GAAP
Send email Contact PRAVAS PATI
Area of Expertise:
  • Administration, HR, Management, Accounting/Finance
  • Monitoring, Evaluation, Policy, Research
  • Private Sector, Corporate Social Responsibility
  • Trade, Finance, Economics, Cooperation, Global
Professional Experience:
• Consultant database update (CDB) role involves updating of various vital and critical quantitative and qualitative data such as AUM, Fund’s holdings, Characteristics, Countries & Currencies for Investment funds/strategies.
• Maintaining databases like Evestment, Mercer, Callan, Camradata, Morningstar, Alphaport, Albourne, Ecofin, Aksia, Wilshire, Demarche, Prometeia, Invmetrics, PSN informais & Cambridge
• Liaise with CDB team at the client end and other departments as needed, on timely basis to source information on various funds/strategies managed by the client.
• Efficient and timely liaison with onshore / offshore SMEs (subject matter experts), and, internal / external partners to source information on various funds / strategies.
• Work on Request for Consultant Data Questionnaires (CDQs) / Request for Information (RFIs) for various investment products.
Education:
POST GRADUATION DIPLOMA IN MANAGEMENT IN BANKING AND FINANCE SPECIALIZATION FORM ACCMAN INSTITUTE OF MANAGEMENT, GREATER NOIDA, U.P.
Affiliations and Achievements:
State Street Global Advisor (Bengaluru, India). ; March 2019 – November 2021
Values Delivered & Learned: Global Transaction Banking & Controls - Metrics &Performance Reporting
? Produce daily, weekly and monthly reporting and Review report output for accuracy.
? Respond to inquiries as they arise which the data requested by the onshore team through the performance report of the transaction.
? Collecting data and relevant information from databases (Crystal reports) including fund summary.
? Internal Client management with regular connects to apprise of health of the Invested fund.
? Creating Monthly management and Nostro reports from Financials of Banks for top Management.
? Analyzing the various business transaction data and deliver to clients as per their requirements.
? Working on Advance Excel, Alteryx, MCH, Intellimatch, Intellitrack and various research and financial soft ware’s.

Available for:
  • Job opportunities

    Years of Experience:
    5-10 years
    Highest Qualification:
    Masters
    Languages:
    English, Hindi, Oriya, Odia
    Nationality:
    Indian
    LinkedIn Profile: www.linkedin.com/in/pravas-pati-3b44424b/
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