Charley Joy Email & Phone Number
Senior Project Manager @ Valentis Advisors Pvt Ltd
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Charley Joy Location
- Maharashtra, India
Charley Joy Work
- Sr Manager at Valentis Advisors Pvt. Ltd @ (January 2024 - Present)
- Senior Project Manager @ (January 2024 - Present)
- Manager, Trader @ (September 2020 - January 2024)
- Operations Manager @ White Oak Investment Management Private Limited (September 2020 - January 2024)
- Investments at Acuitas Capital Advisors @ (September 2018 - September 2020)
- Assistant Manager @ Acuitas Capital Advisors Pvt. Ltd. (September 2018 - February 2020)
- Team Lead @ (June 2006 - June 2018)
- Team Lead @ (June 2006 - June 2018)
- Operations Team Lead @ (June 2006 - June 2018)
Charley Joy Education
- St Thomas Academy
- Vivek College of Commerce
Bachelor of Commerce (Accounting and Finance)
Charley Joy Skills
- Account Reconciliation
- Accounting
- Annual Reports
- Appraisal Management
- Bank Confirmation
- Brokerage
- Business Process Improvement
- Buy-Sell Agreements
- Career Counseling
- Client Accounts
- Client Presentation
- Client Rapport
- Commerce
- Complex Transactions
- Coordinating Meetings
- Custody Evaluations
- Customer Service
- Delivery Of Projects
- Design Standards
- Development & implementation of marketing plans
- Distributors
- Documentation Control
- Due Diligence
- ENPS
- EOD
- Electronic Trading Systems
- EndNote
- English
- Expense Reports
- Financial Modeling
- Financial Transactions
- Fixed Income Portfolio Management
- Foreign Exchange (FX) Trading
- Functional Support
- Fund Accounting
- Hadoop
- High Performance Teams
- International Conferences
- Investment Banking
- Investment Clients
- Investment Portfolios
- KPI Reporting
- KYC Verification
- Managed Funds
- Managed Markets
- Managing Meetings
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Money Transfers
- Mutual Funds
- NISM-Portfolio Management Services From National Institute of Securities Market (NISM)
- Non-Profit Accounting
- OPERA PMS
- Offshore Funds
- Online Testing
- Operational Planning
- Operations Management
- Operations Process Improvement
- Order Picking
- P&L Accountability
- P&L reconciliation
- Performance Appraisal
- Performance Improvement
- Portfolio Analysis
- Private Equity
- Problem Solving
- Program Control
- Project Status Reporting
- Quarterly Taxes
- Refunds
- Resolving Issues
- Resource Mapping
- Sales
- Savings Accounts
- Standard Operating Procedure (SOP)
- Standards Development
- TAT
- Targeted Account Selling
- Team Development
- Training and Development (HR)
- Transaction Monitoring
- Wealth Management Services
- Wealth Preservation Planning
- Working with Brokers
- Team Leadership
- Training
- Microsoft Word
- Requirements Analysis
Charley Joy Summary
- Charley Joy, based in Maharashtra, India, is currently a Senior Project Manager at Valentis Advisors Pvt Ltd. Charley Joy brings experience from previous roles at Valentis Advisors Pvt Ltd, WhiteOak Capital, White Oak Investment Management Private Limited and ACUITAS CAPITAL ADVISORS PRIVATE LIMITED. Charley Joy holds a St Thomas Academy. With a robust skill set that includes Account Reconciliation, Accounting, Annual Reports, Appraisal Management, Bank Confirmation and more. Charley Joy has 2 emails and 6 mobile phone numbers on RocketReach.
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Top Valentis Advisors Pvt Ltd Employees
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Mumbai, MH, IN
Kalpesh Gothi
Investment Analyst
Mumbai, MH, IN
Jyoti Jaipuria
Founder and Managing Director
Maharashtra, India
Charley Joy
Senior Project Manager
Maharashtra, India
Unmesh Pawar
Manager
Mumbai, MH, IN
Neel Veera
Equity Research
Mumbai, MH, IN
Harsh Thanvi
Investment Analyst
Mumbai, MH, IN
Ajay Bhide
Head of Sales and Business Development
Mumbai, MH, IN
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