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Dikshant Shetty

Dikshant Shetty

Analyst

Accounting / Finance

Mumbai, Maharashtra

Social

Services offered

Detail-oriented and analytical professional with 4 years of
experience in financial analysis and portfolio reconciliation,
ensuring accuracy and compliance with regulatory standards. My
experience includes conducting daily reconciliation of trade
activities, resolving discrepancies, and generating comprehensive
reports for stakeholders. Additionally, my proficiency in utilizing
financial software and analytical tools has enabled me to
streamline processes and enhance operational efficiency.

Operational analyst
Financial analysis
Financial analyst
Portfolio reconciliation
Approximate rate: ₹ 300 per hour

Experience

Morningstar - Operational Analyst
Navi Mumbai • 03/2023 - Current 

● Conducted daily reconciliation of trade activities to ensure 
accuracy and compliance with regulatory standards.

 ● Identified and resolved discrepancies in portfolio holdings, 
cash balances, and trade settlements.

 ● Generated comprehensive reports for stakeholders, 
highlighting any discrepancies and their resolutions.

 ● Collaborated with cross-functional teams to streamline 
processes and enhance operational efficiency. 

● Utilized financial software and analytical tools to analyze data 
and identify trends


EClerx Services Ltd. - Financial Analyst
Navi Mumbai, India • 01/2021 - 03/2023 

● Conducted thorough reviews of customer accounts and 
transactions to identify potential money laundering activities.

 ● Utilized transaction monitoring systems and analytical tools to 
detect suspicious patterns and behaviors

 ● Investigated alerts generated by the monitoring systems, 
including reviewing customer profiles, transaction histories, 
and external data sources.

 ● Assisted in developing and implementing AML policies, 
procedures, and training programs.

Education

Mumbai University
10/2020
Bachelor of Commerce

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