Nikhil Pathak
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Nikhil Pathak Email & Phone Number

Consultant - Advice and Wealth Management at Ameriprise Financial Services, LLC
Location: Pune, Maharashtra, India 12 work roles 3 schools
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Role
Consultant - Advice and Wealth Management
Location
Pune, Maharashtra, India
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Nikhil Pathak is listed as Consultant - Advice and Wealth Management at Ameriprise Financial Services, LLC, a with 2 employees, based in Pune, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Nikhil Pathak.

Nikhil Pathak previously worked as Associate - Portfolio Services at Bny and Associate - Portfolio Services at Bny. Nikhil Pathak holds Master Of Business Administration - Mba, A+ from Indian Institute Of Management Nagpur.

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Ameriprise Financial Services, LLC

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About Nikhil Pathak

Dynamic professional with strong analytical and quantitative problem-solving skills coupled with proven ability to work collaboratively in a team environment.Strong academic background with exceptional overall grades; ranked as school topper in mathematics.Skills in gathering and analyzing information, formulating and testing hypotheses, developing and communicating recommendations to ensure the highest service standards. Track record of streamlining processes, reducing turnaround times, and generating research data for actionable insights. Exposure to assigning workstreams; monitor and balance workload; leveraging relevant research sources and analytical tools to ensure timely, high quality, zero-defect research, analysis, and output. A highly adaptable and resilient leader with the talent to helm teams in exceeding expectations. Collaborative team player with proficiency in building long-term relationships with internal and external customers to ensure optimal performance and lucrative results.Thank you for visiting Nikhil’s professional profile, please feel free to contact him at nikhilpathak0298@gmail.com to know more.

Listed skills include Mathematics, Virtual Work, Operations Research, Content Management, and 24 others.

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Ameriprise Financial Services, LLC
Ameriprise Financial Services, Llc
Consultant - Advice and Wealth Management
Noida, UP, IN
Website
Employees
2
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12 roles

Nikhil Pathak work experience

A career timeline built from the work history available for this profile.

Associate - Portfolio Services

Bny

Pune, Mh, In

Associate - Portfolio Services

Bny

Pune, Maharashtra, India

Part of the Global Cohort of Analyst Program (OCAP) Class of 2024 - Bank of New York1. Achieved 100% reduction of high-risk breaks associated with ADRs (American Depository Receipt) under 30 days age2. Attained a 50% reduction in high-risk breaks associated with market claims with dependency on brokers by creating the SOP for recon process and trained new joiners on ADR break recon3. Implemented and utilized a global working file to maintain categorization, commentary, and navigate priorities regarding Risk Rating and remediation for better reporting and analysis4. Maximized the utilization of the Altery Designer platform, identifying improved functionality to enhance and automate the ADR Recon process5. Leveraged Al to reduce and prevent breaks, appropriately reflecting risk by creating and training an Al Agent on BNY Aliza built on Mixtral LLM6. Actively participated in collaborative sessions to drive a change of culture, ensuring a constant sense of urgency and prompt escalation7. Conducted reviews and analyses of manual touchpoints with Corporate Action, Global & US Income, recommending and implementing digital tools such as Power BI, Excel Power Query and Alteryx to automate processes

Executive Committee Member

Nagpur, Maharashtra, India

Elected as an Executive Member of Corporate Relations and Placement Committee of IIM Nagpur.Responsible for implementing the placement strategy for placement season 2022-23 at IIM Nagpur.Responsible for liaising with multiple corporates for recruitment, internships, live projects, webinars, and guest sessions.

Aug 2022 - May 2024

Summer Intern (Ppo Holder)

Bny

Pune, Maharashtra, India

PPO Holder - Received Full Time Pre-Placement Offer from the Bank post Ten Weeks of Summer InternshipPROJECT OBJECTIVE - A REVIEW OF BNY MELLON’S CLIENT MIDDLE OFFICE OPERATIONS AND STUDY POSSIBLE OVERLAPS BETWEEN CLIENT & CUSTODY OPERATIONS1. Worked at BNY Portfolio Services, focusing on the analysis of Corporate Actions Middle Office and Custody Operations.2. Conducted in-depth analysis of the operating procedures of both departments.3. Created comprehensive process flow maps for Corporate Actions Middle Office and Custody Operations.4. Provided valuable recommendations to eliminate overlap and improve efficiency between the two departments.

Apr 2023 - Jun 2023

Analyst - Business Strategy & Operations Excellence

Noida, Uttar Pradesh, India

Reported directly to VICE-PRESIDENT STRATEGY & OPERATIONS.Interacted with staff at all levels in a fast-paced environment while remaining flexible, proactive, resourceful, and efficient with a high degree of professionalism and confidentiality.Assisted the senior management with preparation of presentations, reports along with planning of team campaigns and R&R.Managed & leveraged tools and technology for executive meetings and projects.Prioritised conflicting needs; handled matters expeditiously, proactively, and followed through projects to successful completion, often with deadline pressures while upholding a strict level of confidentiality.Founded in 1994, Compunnel Inc. is a leading provider of bespoke workforce management, IT consulting, and e-learning solutions tailored to transform your business for the digital age. Ranked by SIA amongst the Largest Staffing Firms in the US.

Apr 2022 - May 2022

Team Lead - Financial Underwriting

Gurugram, Haryana, India

Spearheaded a team of 18 analysts and mentored them to improve quality parameters and meet all key performance indicators.Minimized manual operations by 10 percent by automating processes through a data-driven approach with tools such as Atlassian’s Jira.Reduced the loan cycle by around 48 hours through potential gap analysis and in the loan lifecycle in collaboration with a team of 10.Led key endeavors to strengthen the service level agreements’ turnaround time through effective management of daily work allocation.Optimized the mortgage process for enhancing consumer satisfaction by leveraging tools like Meta-Data, Looker & Excel.

Jun 2021 - Mar 2022

Subject Matter Expert

Gurugram, Haryana, India

Reviewed process loopholes for internal team processes and took care of learning and development for the internal team. Process trainer for the fundamentals of Underwriting, Collateral, and Critical processes.Achieved ~110 percent productivity optimization in the ramping period of new recruits by delivering effective training to them in Underwriting and Process fundamentals.

Dec 2020 - Jun 2021

Financial Analyst

Gurgaon, Haryana

Identified and evaluated suitable mortgages using regression models by reviewing income, assets, and credits using the necessary KPIs.Contributed to deriving a deep market assessment due to a major increase in the refinancing loans (by 37%) due to Covid-19.Conducted monthly analysis of ~1500 loan files, including Refinance, Purchase, and RefiNow loans.Handled the approval of approximately $2.5M per week in purchase loans through monthly analysis.Better.com is a US based FinTech MNC providing Financial(Mortgage etc) solutions to the US customers for Consumer finance. In India they handle US Mortgage compliance operations. Better.com has raised over $250M in equity capital and is backed by Kleiner Perkins, Goldman Sachs, American Express Ventures, Ally Financial, Citi and other investors. Better.com was listed in Forbes FinTech 50 2018, #15 on the 2020 CNBC Disruptor 50 and one of Crain’s and Fortune Best Places to Work. It was also ranked #1 in 2020 Linkedin Top US Startup MNCs

Apr 2020 - Jun 2021

Mathematics Teacher

New Delhi, Delhi, India

GuruQ- a one of its kind digital platform that connects tutors and students, was founded with the core objective of creating an enabling environment for quality education.The core objective of GuruQ is to bring convenience and ease in the process of tutor selection for students and their parents; and in turn simplify the work life for thousands of tutors across the capital in the initial stages followed by a pan India expansion of the business model at a later date. To build a 21st century model of education and to attain this level of individualization, we have used advanced new age methodologies and latest technologies.Taught Mathematics to students of classes 9th, 10th, 11th & 12th.

Apr 2018 - Mar 2022

Research Intern

Delhi, India

Extended key assistance to the research team in executing Amity Heritage Quiz 2020 by researching new formats with appropriate content, for an existing campaign.Researched on following projects: - 1.Annual General Quiz 2020 (for Jesus & Mary College, University of Delhi) 2.The AWES Quiz 2020 (for Army Welfare Education Society) 3.Unacademy Quiz 2020 (TV quiz for Reliance Big Synergy)

Jan 2020 - Mar 2020
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3 education records

Nikhil Pathak education

Master Of Business Administration - Mba, A+

Activities and Societies: Elected as an Executive Member of Corporate Relations and Placement Committee of IIM Nagpur.

University Of Delhi - B.Sc Mathematical Sciences, Mathematics, Statistics And Operation Research, A+

Activities and Societies: Inquisitive (Quizzing Society) College Cricket Team Member of Organising Committee of Mathematics Department Feast

FAQ

Frequently asked questions about Nikhil Pathak

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What company does Nikhil Pathak work for?

Nikhil Pathak works for Ameriprise Financial Services, LLC.

What is Nikhil Pathak's role at Ameriprise Financial Services, LLC?

Nikhil Pathak is listed as Consultant - Advice and Wealth Management at Ameriprise Financial Services, LLC.

Where is Nikhil Pathak based?

Nikhil Pathak is based in Pune, Maharashtra, India while working with Ameriprise Financial Services, LLC.

What companies has Nikhil Pathak worked for?

Nikhil Pathak has worked for Ameriprise Financial Services, Llc, Bny, Corporate Relations & Placement Committee, Iim Nagpur, Compunnel Inc., and Better.

Who are Nikhil Pathak's colleagues at Ameriprise Financial Services, LLC?

Nikhil Pathak's colleagues at Ameriprise Financial Services, LLC include Jasmine Carrasco, Kathleen Warunek, Jason Lusk, Mba, David Hoppes, and Sharon Parry.

How can I contact Nikhil Pathak?

You can use AeroLeads to view verified contact signals for Nikhil Pathak at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Nikhil Pathak attend?

Nikhil Pathak holds Master Of Business Administration - Mba, A+ from Indian Institute Of Management Nagpur.

What skills is Nikhil Pathak known for?

Nikhil Pathak is listed with skills including Mathematics, Virtual Work, Operations Research, Content Management, Google Sheets, Teaching, Matlab, and Gmail.

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