Anjali Nair
Dublin
Summary
Dynamic finance professional with a proven track record at Deloitte Ireland, specializing in risk management and process efficiency. Successfully led finance transformation projects, achieving a 40% reduction in reporting time. Skilled in financial modeling and stakeholder engagement, driving strategic initiatives that enhance operational performance and compliance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Consultant
Deloitte Ireland
Dublin, Ireland
05.2022 - Current
- Leading finance transformation projects for Tier 1 banks and financial institutions, optimizing business processes, and risk frameworks, improving compliance, and enhancing operational efficiency.
- Designed and implemented an automated finance operating model for a major bank, reducing month-end reporting time by 40%, and improving accuracy.
- Streamlined regulatory compliance processes (CBI, GDPR) for a multinational financial institution, ensuring 100% audit compliance, and reducing compliance costs by €5M annually.
- Led stakeholder engagement workshops with C-level executives, aligning business transformation strategies with organizational goals.
- Provided strategic guidance to clients on best practices for business operations.
- Provided training and mentorship to junior consultants, increasing project delivery efficiency by 25%.
Portfolio Construction Analyst
Davy
Dublin, Ireland
08.2021 - 05.2022
- Managed a €500M portfolio for private clients, analyzing investment opportunities across fixed income, equities, and alternative assets, achieving a 15% increase in returns YoY.
- Led the implementation of a risk management framework, reducing portfolio volatility by 20% through diversification and hedging strategies.
- Conducted macroeconomic and sectoral research, providing insights that influenced high-value investment decisions, leading to the acquisition of €100M in new AUM.
- Trained and mentored junior analysts, improving their understanding of financial modeling and portfolio risk assessment.
- Led key projects and initiatives to cultivate partnerships and alliances and drive new business.
Stock Settlement Market Intern
Goodbody Stockbrokers
Dublin, Ireland
06.2021 - 08.2021
- Timely and accurate capture and monitoring of all transactions in the Risk Management Systems.
- Ensured all tasks performed were compliant with relevant policies and procedures.
- Provided timely and robust settlement services, and high-quality service to internal and external customers.
- Challenged traditional ways of working, and actively drove change where appropriate.
- Recognized and recorded SLA breaches against outsourced providers as they occurred.
- Converted the internship to a full-time job offer.
- Helped streamline various process documents and relevant documentation to help new joiners in the team.
- Led Ryanair’s compulsory sale order for Goodbody Stockbrokers’ clients within a week.
Financial Analyst
Morgan Stanley
Mumbai, India
06.2017 - 08.2020
- A financial analyst at Morgan Stanley with EMEA Commodities Desk managed portfolio over $100M and provided business solutions on risk management and process improvement
- Created detailed technical reports highlighting findings to diverse stakeholders.
- Managed multiple commodity derivative portfolios worth $100 million for the trading desk in EMEA.
- Performed procedures that require review and escalation of various incorrect trades, accounting, and financial reporting issues to ensure accurate P&L reporting, analyzing trends, and closely examining the liquidity position for the trading desk.
- Worked closely with Sales & Trading (Front Desk), Technology, Operations, Regulation, Compliance, and Audit teams to review whether the performance of the portfolio aligned with business outcomes.
- Provided strategic insights and recommendations to the top management by reviewing risk, seeking model approval for new trades, and enhancing the risk management of the portfolios held by the desk.
- Facilitated discussions with the desk to elaborate on proposed improvements by conducting qualitative research methodologies across a broad range of financial instruments, including financial research and reviewing portfolio performance.
- Led the implementation of updated business strategies by identifying workflow bottlenecks and implementing new products through improved processes using agile techniques.
- Experienced in handling various queries from internal and external audit teams as part of quality assurance with respect to financial reporting and risk, and escalating issues in a timely manner to senior management.
- Trained new joiners and interns, helping them understand the business and strategic outlook of the trading desk.
- Received multiple appreciations from senior management and traders for a job well done.
Education
Master of Science - Finance
UCD Michael Smurfit Graduate Business School
Ireland08.2021
Postgraduate in Business Administration - Finance
SIES College of Management Studies
Mumbai, India04.2017
Bachelor of Commerce - Financial Markets
University of Mumbai
Mumbai, India04.2015
Skills
- Financial and Strategic Planning
- Investment analysis
- Risk Management
- Financial research
- Financial Reporting
- Forecasting
- Process Efficiency
- Financial recommendation
- Microsoft Office Suite
- MATLAB
- Financial modeling
- Excel Solver
Certification
- APA Investments
- CFA Investment Foundations Program
Accomplishments
- Trained new joiners and interns helping them understand business & strategic outlook of the trading desk.
- Received multiple appreciation from senior management & traders for a work well done.
- Converted the internship to a full-time job offer.
- Helped streamline various process documents & relevant documentation to help new joiners in the team.
- Led Ryanair’s compulsory sale order for Goodbody Stockbroker’s clients within a week.
Other Information
- Pursuing QFA.
- Headed the Finance & Sponsorship at Irish Product Management Group UCD to bring in strategic sponsorships for committee events.
- Worked with UCD Student Managed Fund as an Equity Analyst drafting investment thesis and presenting pitchbooks to clients supporting buy/sell stock recommendations for a particular sector.
- Worked as an Accounting Executive with a Senior Citizen NGO in Mumbai.
References
References available upon request.
Timeline
Senior Consultant
Deloitte Ireland
05.2022 - Current
Portfolio Construction Analyst
Davy
08.2021 - 05.2022
Stock Settlement Market Intern
Goodbody Stockbrokers
06.2021 - 08.2021
Financial Analyst
Morgan Stanley
06.2017 - 08.2020
Master of Science - Finance
UCD Michael Smurfit Graduate Business School
Postgraduate in Business Administration - Finance
SIES College of Management Studies
Bachelor of Commerce - Financial Markets
University of Mumbai
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