SAMIKSHA NAIK
Dublin
Summary
Exposure to working on data analytics tools such as power bi, quantitative financial models and risk related financial regulations . Demonstrated experience in financial modelling, investment research, regulatory compliance, documentation, analytical & risk management frameworks. Skilled in CRM management system and Machine learning.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Corporate Pension Administrator
Irish Life Corporate Business
Dublin 1
03.2023 - Current
- Ensured compliance with applicable laws and regulations regarding pension administration, including PSRA rules and regulations
- Assisted colleagues with completing paperwork required for enrollment in pension scheme, including benefit statement and other reports
- Ensured schemes are transitioned to Master trust within month and trust is wound up at earliest opportunity
- Managed day-to-day operations of all aspects of multiemployer pension funds including processing contributions, calculating benefit payments and maintaining records.
Corporate Finance/Recovery Intern
Jw accountants Ireland
Dublin 9
09.2022 - 10.2022
- Analyzed company's expenditures and developed financial models.
- Leveraged Microsoft excel skills to input and compile data gathered from various sources.
- Provided accurate, reliable administrative support, keeping, and filing precise, detailed audit/compliance records and learned about examinerships, receiverships, and liquidation processes in detail
- Followed standard accounting procedures for accurate records.
Virtual Consultant
Activitas Management Advisors Pvt Ltd
Mumbai
04.2020 - 08.2021
- Identified business issues to develop strategic, innovative, analytical and risk management frameworks for business analysis of companies and sector
- It includes various kinds of booms, reforms and trends evaluation and its future scope of EdTech sector and Health tech sector.
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Maintained up-to-date knowledge of regulations affecting securities markets.Monitored industry trends and identified potential investment opportunities in Indian/US stock markets.
Bank Operations Intern
Bassein Catholic Co-operative Bank Ltd
Mumbai
05.2019 - 06.2019
- Managed daily tasks efficiently and sought out opportunities to go beyond requirements & support business targets.
- Maximized customer engagement and satisfaction by delivering excellent customer service through registration of customers to avail digital banking services.
- Performed data entry tasks related to loan processing activities including entering borrower information into the system.
- Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
Broking Executive
HDFC Securities Ltd
Mumbai
01.2018 - 08.2018
- Maximized customer engagement and satisfaction by delivering excellent customer service by educating them about investments as well as developed greater understanding of capital markets.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Implemented processes of activation of old clients as well as new account opening through leads using CRM system.
- Bought or sold stocks, bonds ,mutual funds , insurance and commodity futures on behalf of investment dealers.
Education
MSC - Financial Technology
Dublin Business School
11-2023
MMS/MBA - Finance
Atharva Institute of Management Studies, University of Mumbai
11-2020
BCOM - Banking &Finance
Vartak College, University of Mumbai
09-2017
Skills
- Quantitative Financial Modeling
- Problem-solving
- Communication Skills
- Collaboration
- CRM Application System
- Attention to detail
- Regulatory Compliance
- Data analytics and Machine learning
- MS Office Suite
- Client Advisory
Certification
- Udemy: Financial modelling and valuation.
- Investment Banking domain working on financial modelling, DCF valuation of company in Advance Excel.
- Qualified Financial Adviser: Regulations module cleared.
Affiliations
- Volunteered for Irish Life Dublin Marathon as a part of CSR activity.
Timeline
Corporate Pension Administrator
Irish Life Corporate Business
03.2023 - Current
Corporate Finance/Recovery Intern
Jw accountants Ireland
09.2022 - 10.2022
Virtual Consultant
Activitas Management Advisors Pvt Ltd
04.2020 - 08.2021
Bank Operations Intern
Bassein Catholic Co-operative Bank Ltd
05.2019 - 06.2019
Broking Executive
HDFC Securities Ltd
01.2018 - 08.2018
MSC - Financial Technology
Dublin Business School
MMS/MBA - Finance
Atharva Institute of Management Studies, University of Mumbai
BCOM - Banking &Finance
Vartak College, University of Mumbai
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