Level 2 Business Development

C F A L E V E L * C A N D I D A T E

Bhushan Tawade

SKILLS:

Advanced Excel

Excel VBA (Macros)

Python

MS Office

Power Query

ChatGPT

EXECUTIVE PROFILE:

Ambitious and self-motivated individual with good analytical and quantitative skills, accompanied with a strong passion for the finance industry. CFA Level 2 candidate. CONTACT

INFORMATION:

Mobile: 981-***-****

ad5pt8@r.postjobfree.com

Address:

11/101, Bimbisar Nagar, Goregaon

East, Mumbai- 400065.

EMPLOYMENT HISTORY:

ACADEMIC BACKGROUND:

CFA Institute

CFA Level 2 candidate (May 2024)

Mumbai University

Konkan Gyanpeeth College Of

Engineering 2013-2017

-Member of the Mechanical Engineering

Students Association (MESA)

-Successfully organised and managed

Robotic War competitions

EXTRACURRICULAR

ACTIVITIES:

Providing process automation

solutions to entities using Excel

VBA.

Trainer, Equity Advisor, Business Development

Indian Infoline Securities Limited (August 2019 - February 2020) Offer comprehensive education in Technical and Fundamental Analysis to clients and students, alongside Portfolio Management and Advisory services, including Demat account opening assistance. Freelancer (Financial Advisory, Stock market Trainning. Trading) March 2020 - 2021)

Provide expert guidance in Technical and Fundamental Analysis, offering Portfolio Advisory, Management services, and executing Proprietary Trading strategies.

Associate Manager, Regulatory Analytics and Reporting (SS&C GlobeOp 2021 - Present)

Develop comprehensive solutions for US and EU regulations including FormPF (SEC), CPO-PQR (NFA/CFTC), AIFMD (ESMA), and Form 13F.

Communicate effectively with clients, providing clear explanations of services and methodologies.

Collaborate with Fund Accounting, Risk Management, Investor Services, and Development teams for seamless service delivery. Meet tight deadlines for service delivery and submissions to regulatory authorities.

Train and communicate with Fund Accounting team for smooth transition of Business as Usual (BAU) and operational aspects. Stay updated with regulatory landscape, maintaining ongoing communication with SEC, NFA, ESMA, and various National Competent Authorities.

P Y T H O N A N D E X C E L V B A E N T H U S I A S T

Contact this candidate