
Spoorthi Umapathi
Skills
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
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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