Manas Matkar
Christchurch,New Zealand
Summary
Highly motivated finance professional with over five years of experience in global financial markets, client services, and investment advisory. Currently pursuing a Level 9 Master of Fintech & Investment Management course at Lincoln University, New Zealand (Feb 2024 – June 2025), with a strong foundation in financial analysis, quantitative analysis, and market risk assessment. Upon completion, eligible for a 3-year Post-Study Work Visa in NZ.
Overview
10
10
years of professional experience
Work History
Customer Service Representative
Z Energy
04.2024 - Current
- Exhibited high energy and professionalism when dealing with clients and staff.
- Delivered prompt service to prioritize customer needs.
Global Client Services – Senior Associate
Interactive Brokers SSI Pvt. Ltd.
10.2019 - 10.2023
- Providing end to end query resolution to clients trading global markets.
- Investigate trade issues and order executions.
- Assisting client with queries related to margin, funding, corporate actions impact, etc.
- Knowledge of Securities regulations impact on clients.
- Trained and supported new team members, maintaining culture of collaboration.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
Assistant Manager - Equity Advisor
ICICI Securities Ltd.
01.2018 - 09.2019
- Advising and assisting HNI clients with regards to their investment in Equity & Derivatives Market.
- Analyzing markets with respect to technical as well as fundamental perspective to benefit the clients.
- Suggesting options trading strategies to benefit the clients.
- Cementing existing relationships, developing new ones, with a strong service attitude.
Intern
Stock Holding Corporation of India Ltd.
05.2017 - 06.2017
- Determining client’s financial needs and provide them with financial solutions for short term and long term financial goals.
Project Engineer
Chemical And Environmental Technologies
08.2015 - 05.2016
- Preparing and reviewing technical documents relating to Process, Instrumentation and Piping Engineering for Chlor-alkali Plants.
- Preparing and reviewing designs of Chemical process related equipment and Piping design inside and outside battery limits of plant.
- Testing Process equipment and instruments to observe and record operating characteristic performances of specified design and process.
- Participating in erection and commissioning of Chemical Plants.
- Monitored installation of materials and equipment for compliance with drawings and specifications.
Education
Master of Fintech & Investment Management -
Lincoln University
Lincoln, NZ06.2025
Master of Management Studies (MMS) -
MET Institute of Management, University of Mumbai
Mumbai, India01.2018
Bachelor of Engineering - Chemical Engineering
Thadomal Shahani Engineering College,Uni of Mumbai
Mumbai, India01.2015
Skills
- Financial analysis
- Regulatory and compliance knowledge
- Investment management
- Data analysis
- Customer service
- Problem solving
- Critical thinking
- Quantitative and analytical skills
Technical Proficiency - Programming Languages And Softwares
- Proficiency in Excel
- Financial Modeling
- Exposure to trading platforms and execution systems
- Machine Learning, Natural Language Processing, and Big Data Analytics
- Coding skills in Python, Java and C++
Hobbies and Interests
- Traveling
- Playing Cricket, Football, Badminton and Squash
- Watching Documentaries
Disclaimer
I hereby affirm that the information in this document is accurate and true to the best of my knowledge.
Timeline
Customer Service Representative
Z Energy
04.2024 - Current
Global Client Services – Senior Associate
Interactive Brokers SSI Pvt. Ltd.
10.2019 - 10.2023
Assistant Manager - Equity Advisor
ICICI Securities Ltd.
01.2018 - 09.2019
Intern
Stock Holding Corporation of India Ltd.
05.2017 - 06.2017
Project Engineer
Chemical And Environmental Technologies
08.2015 - 05.2016
Master of Fintech & Investment Management -
Lincoln University
Master of Management Studies (MMS) -
MET Institute of Management, University of Mumbai
Bachelor of Engineering - Chemical Engineering
Thadomal Shahani Engineering College,Uni of Mumbai
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