Sumit Roy, Cpa Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

Melbourne, Australia

Part of the Fund Accounting team involved in the NAV oversight function of the Australian Funds which includes review of Unit Pricing, Expense Analysis, Fund Performance & Management Reporting.

Melbourne, Australia

Part of the Fund Controller team in Melbourne involved in the NAV oversight function of the Australian Funds which includes review of Unit Pricing, Expense Analysis, Fund Performance & Management Reporting.

Bangalore, India

Responsibilities include controls over compensation related expenses of Sales Professionals and ensuring accuracy of P&L accounting. With primary focus on expense analysis, forecasting & management reporting functions.

Bangalore, India

Was a member of the Governance, Risk & Compliance Services team in the Advisory arm of KPMG (India). Key engagements at KPMG included providing assistance in managing transition risks during the relocation of Financial Services Institutions. Also, completed a secondment at a large Investment bank having operations in India. Provided assistance as a team.

Melbourne, Australia

My responsibilities included supporting the Australian and New Zealand Investment function and Group Treasury in analyzing investment portfolios, confirmation and settlement of investment transactions and undertaking related mandatory compliance and monitoring activities. Also provided support to Investment Managers by undertaking regular and ad hoc.

Melbourne, Australia

Performed the role of an Investment Support Consultant, overseeing Client Portfolios to manage distributions, dividends, managed fund confirmations, traded life policy processes, fixed interest processes and asset reconciliations across product sponsors

Melbourne, Australia

Assisted in designing customised reports and databases along with ad hoc administrative tasks.

Bangalore, India

Reporting to the Vice President and Manager of the Private Wealth Management (PWM) Division, my mandate was to lead and participate in projects within the range of activities relating to the effective administration of client portfolios.