Apr 2016 – Jun 2018 · 2 yrs 2 mos · On-site

• The process involved calculating the returns generated by an investment manager comparing it with a specified bench mark and publishing the reports to end clients.
• Responsible for the performance of a team of 40 members.
• On boarding of new clients and presenting demo reports to potential clients.
• Performing Performance Measurement of Pension Funds and Hedge Funds.
• Hands on experience on live funds in the market ensuring quality of deliverables and client satisfaction.
• As a Process coach responsible for training of product and process knowledge of entire vertical.
• Worked on LEAN projects with Business Excellence team ensuring time saving projects via Automation.
• Taking ownership and responsibility of work assigned and executing within the given timeframe.
• Participating in HPC presentations for the organization as well as member of the presentation panel.
• Establishing control points and checks in existing process.
• Working closely with Onshore Oversight on process improvement and error reduction projects.
• Preparation of various MIS reports such as Productivity, Baseline, Change in Control
• Management, Accuracy and Timeliness of SLA, Access Inventory, Exception report and Error Analysis.
• Interfacing with internal and external auditors for closing the audits of data and maintain the integrity.
• Monitoring the performance, controlling attrition rate, Goal setup for tea m.
• Monitoring the Training needs of Vertical, ensuring that process coaches are well equipped to meet them.
• Involved in recruitment along with HR partners
• Leading the Reviewers group and conducting monthly error discussion in the vertical.

Mar 2014 – Apr 2016 · 2 yrs 1 mo · On-site

• Return calculation & reporting based on GIPS standard for Investment Managers.
• Reconciliation of NAVs and Trades with Fund Accounting along with system Data.
• Performing Corporate Action checks to ensure prices and trades are picked up at Market values and not at cost.
• Verifying the return reasonability checks at security level in fund.
• Once the returns are calculated comparing them with previous period returns and assigned
• benchmarks for their reasonability publishing reports to onshore oversight or the end clients.
• Team Leader: Worked as a Team lead and supervised a team of 19 members.
• Successfully set up of Performance measurement for Hedge Funds of GSAS.
• Review and maintain Quality Control checklist.
• MIS data to Senior Management via MS Excel
• Engaged with Business Excellence team on LEAN projects ensuring time saving macros via Automation.
• Process coach: Responsible for training of product and process knowledge of entire vertical and new hire OJT.

Apr 2012 – Mar 2014 · 1 yr 11 mos · On-site

• Tracked, Acquired and Audited Accounting and reference data.
• Calculated performance rate of return on investment portfolio in association with GIPS standard.

Aug 2009 – Oct 2012 · 3 yrs 2 mos · On-site