• Fund & Portfolio Management: Specialized in supporting data analysis and account reconciliation for Crypto, ETFs, Fixed Income, and traditional Equity Funds. Partnered with the Business Analysis team to identify training needs and improve processes.• Leadership & Team Development: Mentored and conducted regular one-on-one reviews with junior team members, supporting their professional growth. Led by example in team meetings, fostering an open environment for discussing topics, issues, and solutions.• Client Onboarding & Relationship Management: Oversaw client onboarding, login setup, and backend configurations, ensuring smooth operational workflows. Managed direct client communications on technical issues, resolving escalations efficiently and maintaining strong client relationships.• Technical Innovation & Ownership: Led application design and technical projects, implementing emerging technologies to enhance support and deployment efficiency. Assumed ownership of critical support tasks, client deployments, and support processes, continuously identifying areas for improvement.• Project Management: Coordinated and managed deliverables for self and team, ensuring alignment with client and organizational objectives. Provided detailed analysis on user requests to support tailored training and operational improvements.• Data Analysis & Reporting: Developed data visualizations and reports using Zoho Analytics, showcasing trends and aiding strategic decision-making for clients. Documented and analyzed cryptocurrency configurations to ensure data accuracy, supporting streamlined reconciliation and reporting processes.

• Application & Network Support: Provided essential support for internal network and server environments, operating independently on well-defined application support tasks and identifying process discrepancies to enhance operational efficiency.• User Assistance & Documentation: Delivered technical support by resolving client queries and escalations, ensuring client satisfaction and smooth issue resolution. Created functional and technical documentation to support consistent knowledge sharing within the team.• Task Communication & Escalation: Actively communicated task statuses and promptly escalated issues, fostering open discussions in team meetings to identify and implement improvements.• Client Reporting & Analysis: Managed the creation of client reports focused on data integrity and regulatory compliance, providing clients with insights to aid decision-making.• Mentorship: Assisted new analysts with foundational training, approving tasks and building confidence through supportive guidance, while proactively offering assistance to team members.