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Sanjeev Kumar Email & Phone Number
Portfolio Data Operations Analyst
at
Addepar
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Data Operations Analyst
Location
Pune, Maharashtra, India
Company size
Who is Sanjeev Kumar? Overview
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Quick answer
Sanjeev Kumar is listed as Portfolio Data Operations Analyst at Addepar, a with 1278 employees, based in Pune, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sanjeev Kumar.
Sanjeev Kumar previously worked as Officer Middle Office at Clsa and Senior Analyst at Northern Operating Services Pvt Ltd. Sanjeev Kumar holds Master Of Business Administration - Mba, Finance, A, Cgpa- 7.94 from Sinhgad Business School.
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Email format at Addepar
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Addepar
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Profile bio
About Sanjeev Kumar
A result oriented professional with over 6 years of experience in Investment Banking Middle Office Operations, Trade Processing, Trade Operations, Affirmation & Confirmations, Trade Validation, Trade Matching, Trade Reporting, Static setup (OMGEO Alert), Reconciliations.
Current workplace
Sanjeev Kumar's current company
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Addepar
5 roles
Sanjeev Kumar work experience
A career timeline built from the work history available for this profile.
Officer Middle Office
CurrentMiddle Office Operations (Trade Enrichment, Validation and Agreement) – Equities(Agency, DMA, DSA).System/Application Knowledge: Omgeo Alert, CTM, SYN, CRD, CDB, Genesis, Quartz,Static set up/update for a new client or for a new fund - commission rates, Market charges,Trade confirmation distribution list, Allocation Matching rule, SSI’s , execution entity,execution netting rule, automated reports.• Working as Officer in Middle office operation and trade support team for APAC EMEAmarkets.• Ensuing all Equity deals are confirmed with settlement instructions on the deal date. Trade Allocation, Confirmation, Affirmation, and settlements of Equities for APAC markets.• Checking Stamp duty report on Exchange file for HK market and update the staticaccordingly.• Allocating trades manually and monitoring same are matched and affirmed on platformslike CTM, Traiana and Fix. Monitor trade exception queue, CTM and emails.• Ensuring contract notes, portfolio & excel confirms are sent to client within stipulatedtimeline.• Cancel/rebook, bulk, splitting of trades in Genesis & Syn on client, trader & desk request.• Working with 3rd party brokers to get the trades matched on CTM.• Manual booking of trades to clear recon breaks.• Perform reconciliation of trades booked in system with trader`s execution report /exchange Execution file / broker confirmation.• Update and Documentation of procedures, process maps as per BAU.• Co-ordination with regional trade support groups, traders and clients to resolvequeries/Issues.
Nov 2022 - Present
Senior Analyst
Northern Operating Services Pvt Ltd
Sep 2020 - Nov 2022
Analyst
Northern Operating Services Pvt Ltd
Mar 2018 - Aug 2020
Tax Advisor
Jun 2017 - Jul 2017
Team & coworkers
Colleagues at Addepar
Other employees you can reach at addepar.com. View company contacts for 1278 employees →
BO
Brian On
Colleague at AddeparSan Francisco Bay Area, United States
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KK
Kayla Kobelin
Colleague at AddeparBend, Oregon, United States
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CC
Chris Carbajal
Colleague at AddeparSalt Lake City, Utah, United States
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GK
Ghali Khadour
Colleague at AddeparBrooklyn, New York, United States
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JT
Jesse Turner
Colleague at AddeparCharlotte, North Carolina, United States
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MH
Michael Husain
Colleague at AddeparNew York City Metropolitan Area, United States
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CS
Cam Smith
Colleague at AddeparSalt Lake City, Utah, United States
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AS
Angeline Santos- Jandomon
Colleague at AddeparSan Jose, California, United States
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SY
Shireesh Yash Mathur
Colleague at AddeparPune, Maharashtra, India
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EM
Eric Marinello, Caia
Colleague at AddeparGreater Chicago Area, United States
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Brian On
Colleague at AddeparSan Francisco Bay Area, United States
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KK
Kayla Kobelin
Colleague at AddeparBend, Oregon, United States
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CC
Chris Carbajal
Colleague at AddeparSalt Lake City, Utah, United States
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GK
Ghali Khadour
Colleague at AddeparBrooklyn, New York, United States
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JT
Jesse Turner
Colleague at AddeparCharlotte, North Carolina, United States
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MH
Michael Husain
Colleague at AddeparNew York City Metropolitan Area, United States
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CS
Cam Smith
Colleague at AddeparSalt Lake City, Utah, United States
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AS
Angeline Santos- Jandomon
Colleague at AddeparSan Jose, California, United States
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SY
Shireesh Yash Mathur
Colleague at AddeparPune, Maharashtra, India
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EM
Eric Marinello, Caia
Colleague at AddeparGreater Chicago Area, United States
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2 education records
Sanjeev Kumar education
Master Of Business Administration - Mba, Finance, A, Cgpa- 7.94
Sinhgad Business School
Bachelor Of Business Administration (Bba), Finance
FAQ
Frequently asked questions about Sanjeev Kumar
Quick answers generated from the profile data available on this page.
What company does Sanjeev Kumar work for?
Sanjeev Kumar works for Addepar.
What is Sanjeev Kumar's role at Addepar?
Sanjeev Kumar is listed as Portfolio Data Operations Analyst at Addepar.
Where is Sanjeev Kumar based?
Sanjeev Kumar is based in Pune, Maharashtra, India while working with Addepar.
What companies has Sanjeev Kumar worked for?
Sanjeev Kumar has worked for Addepar, Clsa, Northern Operating Services Pvt Ltd, and H&R Block.
Who are Sanjeev Kumar's colleagues at Addepar?
Sanjeev Kumar's colleagues at Addepar include Brian On, Kayla Kobelin, Chris Carbajal, Ghali Khadour, and Jesse Turner.
How can I contact Sanjeev Kumar?
You can use AeroLeads to view verified contact signals for Sanjeev Kumar at Addepar, including work email, phone, and LinkedIn data when available.
What schools did Sanjeev Kumar attend?
Sanjeev Kumar holds Master Of Business Administration - Mba, Finance, A, Cgpa- 7.94 from Sinhgad Business School.
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