• Building E2E flow from multiple different vendors to models of reference data (more than 10mn data points across Equities, ETFs and Mutual Funds), dash board of exceptions and work flow for resolution of exceptions. • Working closely with clients for customisation of the products, managing change requirements and delivery. Small-cases, individual investment insights and specifically designed portfolios.• Managing risk: managing and reducing product delivery risk, proactively identify risks, issues and concerns and manage controls to help drive continuous improvement in client delivery. Brought down Insights release time by 3Hrs.• Project / Transition Management, included working closely with the Products team and planning and delivering the product updates with the development team (team size 25 across iOS, Android, Angular, Web developer, Python developer, full stack engineers, QA and business).• Ownership of Accounting, Finance and Payroll processing for the Indian entity of Bridgeweave.

Product Specialist / Project ManagerProgram manage (business side) the delivery of multidimensional, large-scale (annual budget of GBP 5mn) initiative to deliver investment risk, performance and exposure analytics for the investments business with Wealth Management• Delivered first phase of the program which involved documenting requirements and service provider selection (RFP). (AUM over GBP 30 billion).• Delivered second phase of the program including defining scope of work, budget approval, agreeing governance model, building project team (approx. 25 staff/contractor) and service provider engagement.• Delivered Risk and Exposure analytics for the funds business. (AUM over GBP 16 billion).• In the last phase. worked on planning and delivery of analytics for the Discretionary Portfolio Management business.

• Part of the senior management team partnering with the CEO and leadership team to deliver on business strategy &growth potentials. Partnered for onboarding of 12 big clients including a large middle east client.• Created operations capability (technology and process) and processes to service clients (typically large institutional investors). This included information capture from Hedge-Fund Administrator, Risk data and other service providers to the Funds and process data for delivering Risk, Performance and Exposure reporting and Fund Investment Guidelines monitoring including UCITS guidelines. • Built the NAV verification process for the large managed funds.• Lead the integration and up-scaling of technology infrastructure to be complaint with StateStreet’s standards. Addressing over 100 points identified as part of the gap analysis.

Lead and managed a team of 100+ professionals handling the Fund Operations & Accounting (Hedge Fund Business)• Managed a team for European and Asian (Equity and Options Strategies) performing hedge fund accounting and book closure of the funds including trade, swaps, position and cash reconciliation. AUM of over USD 5bn.• Managed the Management Reporting function, the process involved gathering of business unit wise performance and providing analysis and summary for the senior management of the firm.• Lead the project for revamping the Swap Reconciliation process (involving more than 15 counterparties) by moving from a monthly manual process to a daily automated and exception-based process. Reducing the month-end delivery time from 7th BD to 2nd BD. • Managed the Dividend Accrual Reconciliation (across the firm) process accurate accruals in the books of accounts and Pay Date Reconciliation (across the firm) process to ensure timely and accurate receipt and payment of dividends. Instrumental in recovering past dividend dues of over USD 500k.• Responsible for recruitment (campus and market hiring) and staff planning for Financial Operations & Financial Research function, performance review of the team, career planning, training and mentoring.

* Lead the team in managing various functions like Billing for Management Fees (Asset Management Institutional Clients) and MIS Development for Asset Management Business.* Successfully migrated Asset Management Billing Process (process for institutional clients across all offices) from New York to Bangalore Office; deputed at New York Office for handling the migration activities.* Enhanced billing system by automating the billing process.* Efficiently developed & implemented MIS Reporting System in the organisation.

* Led a team of 6 Analysts for managing financial support functions of Education Business (US offices & global organisations). * Involved in the formulation of annual budgets (expense & head count) for various cost centres in line with the corporate business plans.* Consolidated business forecasts in the Business Intelligence System.* Lead the project on standardisation of reports for Education business across all regions.

* As a part of the team managed the operations of 13 branches involving designing marketing plans / budgets and coordinating with manufacturing plant to ensure timely deliveries.* Significantly contributed towards designing of the promotional website of the company’s product line.* Successfully handled “Integrated System for Business (Pulp & Fibre)” and Online Marketing System projects.