Patrali Das

Operations Associate

Bengaluru, Karnataka, India5 yrs 9 mos experience

Key Highlights

Expert in investment management and client reporting.
Proven track record in KYC compliance for high net worth clients.
Skilled in data visualization and project management.

Stackforce AI infers this person is a Fintech professional with strong expertise in investment management and client services.

Contact

Skills

Core Skills

Investment ManagementProject ManagementStakeholder ManagementChange ManagementFinancial ReportingClient OnboardingAsset Servicing

Other Skills

Adobe Experience Manager (AEM)TableauPower BIJIRAClient ReportingData VisualizationPerformance ReviewPerformance ReviewsKYC VerificationLendingPWMSWIFT MessagingInfoPathAlteryx CanvasGIPS Compliance

About

As an Investment Management Associate at Morgan Stanley, I create and maintain various asset class marketing collaterals. I work with firm systems, databases, and resources to source quantitative and qualitative data, complete drafts of performance updates, and other content updates within marketing collateral. I also prepare customized client reporting for clients, which includes portfolio positioning, performance review, and risk statistics. DAM, Marketing Collateral, Adobe Experience Management (AEM), UAT & Prod, Monday.com, Power Bi & Tableau, Workflow management, Redoak, Seismic. In addition to my current role, I have experience in private banking at JPMorgan Chase & Co., where I provided advisory support, sales operations, and front office services to high net worth clients. I worked with banker and investor specialists to support HNW clients, and I was part of the AWM global KYC & Due Diligence project. I won a step-up award for Operational Excellence and worked on Mortgage Analysis to find out cash refinancing opportunities. I also have skills in client onboarding, attention to detail, and lending.

Experience

5 yrs 9 mos

Total Experience

2 yrs

Average Tenure

1 yr 7 mos

Current Experience

Morgan stanley

Investment Management Associate

Oct 2024 – Present · 1 yr 7 mos · Bengaluru, Karnataka, India · On-site

Collaborated in the production and maintenance of diverse asset class marketing materials, enhancing client engagement.
Experience with JIRA, product backlog and sprint planning
Working knowledge of AI tools to integrate BAU and create fast deliverable workflows.
Create SOP and Roadmaps to create resiliency within team
Redoak compliance approval process to adhere to compliance aspect for EMEA, US and Asia market
Integration with Sales Support, Operations and Legal team to prepare customized collaterals for stakeholders.
Developed customized client presentations in multiple languages gaining global exposure of various funds across locales.
Utilized Tableau and Power BI for data visualization, streamlining reporting processes and improving decision-making efficiency.

Project ManagementInvestment ManagementAdobe Experience Manager (AEM)TableauPower BIJIRA

Jpmorganchase

2 roles

Business Management

Jun 2024 – Oct 2024 · 4 mos · Bengaluru, Karnataka, India

Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
Identify key business risks on the platform and drive resolution of mitigating controls
Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables
Excellent communication (verbal / written) skills to liaison between Sr. Management and various teams like Controls, Audits, Technology

Stakeholder ManagementChange Management

Private Banking Analyst

Nov 2021 – May 2024 · 2 yrs 6 mos · Bengaluru, Karnataka, India

Offshore US private banking professional
Advisory support/Sales Operations/Front Office
Working with banker and Investor specialists to support HNW clients
Exposure to asset classes & financial products
Part of the AWM global KYC & Due Diligence project
Won step-up award for Operational Excellence
Prospecting and searching leads
Worked on Mortgage Analysis to find out cash refinancing opportunities
Alternatives Investment Dashboard
Yield Analysis & Liquidity Management
Statement Analysis,Collateral Analysis
Analysis of current and strategic portfolio allocation
Lending-Loan to Value analysis, Loan pricing tool
Preparing balance sheets, Client engagement, large cash position analysis
Financial reports generation using different internal tools
Working on automation projects
Onboarding core team for new joinees
knowledge with wealth engine, bloomberg, factset, pitchbook

Performance ReviewsFinancial ReportingKYC VerificationClient OnboardingLending

Goldman sachs

2 roles

Analyst-Asset Management

Jul 2020 – Nov 2021 · 1 yr 4 mos · Bengaluru, Karnataka, India

Worked in Asset Servicing team under GSAM
middle office ops
Life cycle of Corporate Actions
Trained new joiners
Processed events : Fixed Income & Equity
Communicated with custodians
Dealing with SWIFT messages-MT564,MT567
Bloomberg terminal knowledge
JPY ADR checks-monthly
Enhanced relationships internally with other teams to understand their SLA’s
Worked on exceptions and dividend reports
Reconciled Dividend Breaks

PWMSWIFT MessagingAsset Servicing

Summer intern-Business Intelligence

Apr 2019 – May 2019 · 1 mo · Bengaluru, Karnataka, India

Worked in Consumer & Investment Management division for a span of 2 months
As a part of BI team engaged in surveying which were the unused alteryx canvases on the entire division
Sharepoint usage
Learnt using Infopath
To check whether the processes were documented or not. If not then make sure those are documented by the respective teams

InfoPathAlteryx Canvas