NITESH A. LALLA
nitesh.lalla@gmail.com
M: - +971509279796
DOB: 05/10/1989
PROFESSIONAL SUMMARY
An experienced investment associate in a leading fund administrator providing the world's
most comprehensive array of financial technology products and services under a single
platform. Skilled in executing multi-million dollar derivative transactions for international
Hedge funds and Investment Banks.
Dedicated, diligent and responsible employee that can formulate appropriate strategies while
helping to meet organizational goals.
AREAS OF EXPERTISE
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Proofreading
Financial Analysis
Knowledge of Derivatives
NCFM certifications
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NISM certifications
MS Office Suite
Spreadsheet Management
Telecoms knowledge
WORK EXPERIENCE
Associate
SS&C GLOBE OP FINANCIAL SERVICES – Mumbai
Dec 2012 to Dec 2013
Department- Over the Counter derivatives (Confirmations)
 Documentation for the UK clients
 Finding the Discrepancy
 Reconciling the Discrepancy of Trades
 Confirming the Trades of the Clients
 Confirmation of the trades done on two methods: Paper &
Electronic
 ISDA guidelines to be followed for all the trades to be checked
 Products involved: CDS, IRS, FXO, TRS, EQO and EQS
Management Trainee
FUTURE GROUP – Mumbai
Jan 2012- Mar 2012
 Handled Cross Functional Projects like Accounting, Retail Sales,
etc
 Handle and Resolve complaints of more than 100’s of customers in
their “Sabse Saste Din” at Big Bazar
 Attended Brainstorming Sessions to develop the cheap deals for
“Sabse Saste Din”
 Attended Trainings for handling their Tally Software
Phone Banking Officer
Apr 2011 to Oct 2011
ICICI BANK – Mumbai
 Handle and resolve customer complaints/queries over phone
 Provide customers with relevant product and service information
 Cross sell new product and service opportunities to customers over
phone
Customer Service Representative
Jul 2007 to Aug 2009
SPARSH INTELENET COMPANY – Mumbai
 HDFC Mutual Funds
 Worked for: Welcome Calling process and Premium
Reminder process
EDUCATION
MBA – Finance
2013
MUMBAI UNIVERSITY
Research Project on: “Contemplative Study on Currency Options”
Marks: 72% (Aggregate)
Qualification
B.COM
HSC
SSC
BOARD/
UNIVERSITY
MUMBAI
UNIVERSITY
MAHARASHTRA
BOARD
MAHARASHTRA
BOARD
YEAR OF PASSING
Marks (%)
2009-10
85.14%
2006-07
73.17%
2004-05
65.46%
PROFESSIONAL AFFILIATIONS/ CERTIFICATIONS
GODREJ INDUSTR IES LT D. – Mumbai
Management Trainee (2 months)
Department - Secretarial
Summer Project Report On: Anal ysis o f Annual Reports
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Capital Market (Dealers) Module from NSE
Derivatives Market (Dealers) Module from NSE
Mutual Fund Distributors (NISM Series-V A) from NISM
Currency Derivatives (NISM Series – I A) from NISM
ACCOMPLISHMENTS
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Started handling a full-fledged critical client having diverse
products within two months along with other clients
Graduation(Commerce) – 85.14 %