Spoorthi Umapathi

Bis 2022, Financial Associate, Morgan Stanley Investment Management
Leipzig, Germany

Skills

Banking
Analytical skills
Problem Solving
Management Reporting
Client reporting
Bloomberg
Financial Services
Securities
Responsible
Reliability
Team work
Fast learner
Communication skills
Reporting
Investment banking
Financial Instruments
Microsoft Excel
Financial Analysis
Organizational skills
ability to work under pressure
problem solving skills
self-confidence
Financial Information
ambitious
Microsoft Word
EIM
English Language
MS Office
Data Management
Bank
Data Analysis
Microsoft Power BI
MySQL
Power automate
Asure
bloomberg
Reference data

Timeline

Professional experience for Spoorthi Umapathi

  • Current 3 years and 8 months, since Nov 2021

    Associate Financial Analyst

    Morgan Stanley

    Client Reporting process is responsible for assuring that Morgan Stanley's Wealth Management clients receive industry leading documents matching or exceeding regulatory requirements with. We collaborates with multiple stakeholders across the firm to continuously refine our offering, improving the client experience while focusing on creating operational efficiencies.

  • 9 months, Nov 2021 - Jul 2022

    Financial Associate

    Morgan Stanley Investment Management

  • 3 years, Nov 2018 - Oct 2021

    Senior Associate

    State Street Global Advisors

    EIM Enterprise Information Management Group at State Street Global Advisors (SSGA). Responsibilities include Product reference data management, publishing factsheets, deals with vendor data management for updating periodic, static and dynamic data on SPDR website managed by SSGA client reports, and resolving the issues raised by the marketing team.

  • 3 years and 10 months, Dec 2014 - Sep 2018

    Senior Financial Analyst

    Northern Trust Corporation

    Worked as a senior financial Analyst in the Asset Data Servicing section of Northern Trust with a responsibility to investigate and resolve issues relating to financial instruments within our internal systems. I was required to use multiple vendors to source the correct financial information such as Bloomberg, IDS, Crest, Reuters and many more.

Educational background for Spoorthi Umapathi

  • 1 year and 10 months, Jul 2012 - Apr 2014

    Master of Business Administration

    Sir M Visvesvaraya Institute Of Technology

  • 2 years and 1 month, Jun 2010 - Jun 2012

    Bachelor of Business Management

    Bangalore University

Languages

  • German

    Basic

  • English

    Fluent

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