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sanjana Maheshwari

sanjana Maheshwari

Investment Operations and Financial Services professional

Hyderabad, India 4+ yrs exp 88 · Excellent

About

Investment Operations and Financial Services professional with 4+ years of experience in fixed income data operations, portfolio reporting support, reconciliations, data validation, and operational investigations within global financial markets. Strong expertise in SQL, Power BI, Advanced Excel, and reporting workflows. Experienced in stakeholder coordination, operational issue resolution, process improvement, and supporting high-volume financial operations in SLA-driven environments. Demonstrated ability to work cross-functionally with Compliance, Technology, and Front Office teams while maintaining high data accuracy and operational efficiency.

Skills & Expertise (14)

SQL Advanced
8.0/10
4
Years Exp
Advanced Excel Advanced
8.0/10
4
Years Exp
Power BI Advanced
7.5/10
4
Years Exp
Dashboard Reporting Advanced
7.5/10
4
Years Exp
Data Validation Advanced
7.4/10
4
Years Exp
Reporting Advanced
7.4/10
4
Years Exp
QA Advanced
7.0/10
4
Years Exp
MIS Advanced
7.0/10
4
Years Exp
Root Cause Analysis Advanced
6.9/10
4
Years Exp
Stakeholder Management Intermediate
6.5/10
4
Years Exp
SOP Documentation Intermediate
6.5/10
4
Years Exp
Process Improvement Intermediate
6.5/10
4
Years Exp
UAT Intermediate
6.5/10
4
Years Exp
Change Management Intermediate
6.0/10
4
Years Exp

Work Experience

Senior Analyst – Fixed Income & Reference Data

Intercontinental Exchange (ICE)

Jan 2022 - Present

Managed daily reporting operations and data quality processes for fixed income and reference data workflows while maintaining 100% SLA adherence. Performed reconciliations, data investigations, and variance analysis across multiple source and reporting systems to ensure reporting accuracy. Validated portfolio and market data movements through QA checks and operational controls, improving overall data accuracy by 97%. Acted as Subject Matter Expert (SME) for data quality operations and collaborated with internal teams to resolve operational and technology-related issues. Prepared MIS reports, tracked operational metrics, and escalated high-priority issues to management with timely follow-ups and resolution tracking. Supported process enhancement initiatives through requirement gathering, UAT testing, validation exercises, and operational documentation. Created and maintained SOPs, workflow documentation, and control procedures to support operational consistency and audit readiness. Utilized SQL, Power BI, and Advanced Excel for data analysis, reporting automation, dashboard creation, and operational reporting.

Business Development Associate (Internship)

Religare Broking Ltd

Jan 2021 - Jan 2021

Supported KPI reporting, operational analysis, and management reporting activities within a financial services environment.

Business Development Executive (Internship)

Axis Bank

Jan 2020 - Jan 2020

Assisted in onboarding, customer documentation, and operational support activities.

Education

MBA – Finance, Banking & Financial Services - Institute of Professional Education and Research (IPER)

2020 - 2022 · Afghanistan

Bachelor of Computer Applications (BCA) - Geetanjali Girls PG College

2016 - 2019 · Afghanistan

Certifications

No certifications added yet

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Profile Score Breakdown

📷 Photo 10/10
📄 Resume 10/10
💼 Job Title 10/10
✍️ Bio 10/10
🛠️ Skills 19/20
🎓 Education 10/10
⏱️ Experience 14/15
💰 Rate 0/5
🏆 Certs 0/5
Verified 5/5
Total Score 88/100

Profile Overview

Member sinceSep 2026