PRANAV BANSAL DOB: 6th July 1988 | E-mail: pranav607@gmail.com | M: +91 9999163649

RZ 706 A/2 Street No-18E Sadh-Nagar Palam-Colony New Delhi 110045

EDUCATIONAL QUALIFICATIONS

Course(Stream) /Examination Institution/University

Year of

Passing Performance

CFA (Chartered Financial Analyst) CFA Institute (US)

L1: 2016

L2: 2017

Expected

L1:>70%

L2: In progress

BFIA(Bachelor of Financial & Investment

Analysis)

Shaheed Sukhdev College of Business

Studies(University of Delhi) 2012 1234/1800[69%]

AISSCE (Commerce) Shiv Vani Model Sr. Sec. Public School 2009 425/500[85%]

AISSE Shiv Vani Model Sr. Sec. Public School 2004 398/500[80%]

NCFM Modules accomplished so far:

Modules Performance (in %)

Capital Market (Dealers) Module 89

Commodities Market Module 98

Derivatives Market (Dealers) Module 87.75

Currency Derivatives: A Beginner’s Module 96

Equity Derivatives: A Beginner's Module 100

Interest Rate Derivatives: A Beginner's Module 100

Financial Markets: A Beginner’s Module 100

Financial Markets: Advanced Module 98.75

Mutual Funds: A Beginner’s Module 88

Mutual Funds: Advanced Module 88

Investment Analysis and Portfolio Management

Module 88.75

Macroeconomics for Financial Markets Module 81.25

Banking Sector Module 74.5

Insurance Module 94.5

Options Trading Strategies Module 93.75

Options Trading: Advanced Module 62.5

Fundamental Analysis Module 92.5

Technical Analysis Module 90.5

Wealth Management Module 78

INTERNSHIPS

RELIGARE SECURITIES 15th Jun 2010 - 16th Aug 2010

Formed a team of five to sell the financial products and received job offer.

BIRLA SUNLIFE INSURANCE 15th May 2011 - 15th Jul 2011

Undertook an intensive learning of MIS including preparation of different kinds of MI reports and presentations for the business

heads.

EMPLOYMENT

BARCLAYS 10th Sep 2015 - Present

Sr. Analyst

Project: Global Analytics Unit - Limit Control

Basic Tasks: Sanction of credit limits to global clients based upon predefined parameters of PDs and LGDs, client services and reference

data management.

Other Tasks: Secondary Research, trainings, process improvements, coordination with onshore/offshore counterparts, ensuring data

Tools Used: WebEx, SQL, Business Object and MS Excel.

Key Achievements:

Raised several pitch-in ideas to automate/enhance the processes.

Received several thank you notes (appreciation messages) from the clients globally.

IHS MARKIT

23rd May 2013 - 21st Aug 2015 Analyst

Project 1: Reference Data - Syndicated Loans

Basic Tasks: Reference date management, asset setup and amendments, secondary research over the databases like Factset, Reuters , SEC

filings and investor relations, client services and pricing.

Other Tasks: Trainings, process improvements, dashboard data reports, coordination with onshore/offshore counterparts, functional

testing, ensuring data integrity and adherence to SLAs.

Project 2: Portfolio Valuations - OTC Derivatives

Basic Tasks: Identification, investigation and confirmation of valuations for the OTC trades.

Other Tasks: Clients services, trainings, process improvements, coordination with onshore/offshore counterparts, ensuring data integrity

and adherence to SLAs.

Tools Used: WebEx, SQL and MS Excel.

Key Achievements:

Undertook ownership of Loans Reference Data process and standardized every single step of it.

Raised and implemented several JIRAs for automation/enhancements with the assistance of developers.

Received Markit Achievers’ Award for the excellence towards clients’ services and process improvements.

CSAV 9th July 2012- 10th May 2013

Process Executive

Project: AR - Order To Cash

Basic Tasks: Scrutiny and reconciliation of various financial statements like weekly outstanding revenue statements, current and long term

obligations’ statements, etc. and rectification of differences amongst them, preparation of credit and debit memos, approving waivers, and

payments in the accounting applications.

Other Tasks: Coordination with global agencies to ensure prompt remittance and data integrity

Miscellaneous Activities

Participated in Airtel Half Marathon (2015).

Had been an executive member of CSR and Fun Committees in IHS Markit.

Participated as Volunteer in CWG Games 2010.

Vice Head boy; class 11th (2007-08) and School Head boy; class 12th (2008-09).