Dhanraj Biradar Email and Phone Number
A seasoned wealth and asset management professional with over 5 years of experience as portfolio analyst for global family offices of HNI clients and handles custody requirements of NRA clients who invest in US and Global markets that consists of taxable as well as non-taxable accounts. Specializes in managing critical tier-1 clients and complex accounts.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
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Business Execution AssociateWells Fargo May 2024 - PresentBengaluru, Karnataka, India -
Senior Financial AnalystNorthern Trust Corporation Aug 2021 - Jun 2024Bengaluru, Karnataka, IndiaResponsible for analysis and internal audit of financial results by honoring monthly, quarterly, semi-annual and annual SLAs for HNI clients and their families offices.Coordinate with multiple teams such as, Tax cost, Alternative Assets, Derivative, Pricing, Income, IRAS, Transition, and Asset coding teams in order to provide accurate valuation reporting to clients.Lead and manage a cluster that works on attending client queries related to Income, Trade, Corporate Actions, Cash Transactions, etc.Effectively managed critical escalations on priority.Develop deep and enduring relationship with account managers, relationship managers and other partner areas across globe to resolve accounting discrepancies, to review special procedures and complex transactions issues which arise in assigned clients in most efficient methods.Conduct monthly and annual audit of client portfolios and escalate critical exceptions within SLAs without compromising on quality benchmarks.Provide significant support to Investment risk analytics team for performance audit of the clients periodically.Review the work of junior analysts to ensure high quality audit standards and attain a zero POPP score for perfect audit packages.Expertise in researching and resolving accounting/business transactions and reporting queries, and confer with relationship managers to highlight policy or process issues.Ensure all the aspects pertaining to the audit sign offs are completed in a accurate manner and send daily compliance reports to the leadership. -
Financial AnalystNorthern Trust Corporation Nov 2018 - Jul 2021Bengaluru, Karnataka -
AssociateState Street Nov 2017 - Nov 2018Bengaluru Area, India
Dhanraj Biradar Education Details
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Dayanand Sagar College Of Management And Information TechnologyFinance And Marketing -
Accounting And Finance
Frequently Asked Questions about Dhanraj Biradar
What company does Dhanraj Biradar work for?
Dhanraj Biradar works for Wells Fargo
What is Dhanraj Biradar's role at the current company?
Dhanraj Biradar's current role is Business Execution Associate.
What schools did Dhanraj Biradar attend?
Dhanraj Biradar attended Dayanand Sagar College Of Management And Information Technology, C311 S.b College Of Commerce Gulbarga.
Who are Dhanraj Biradar's colleagues?
Dhanraj Biradar's colleagues are Amanda J., Jon Hughes, Laweh Murray, Usman Cheema, Srinivas Gudipati, Amber Hughes, Tayler Bickford.
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