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 2024Present · 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 2024Oct 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 2021May 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 2020Nov 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 2019May 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

Education

M S Ramaiah Institute of Management

Master of Business Administration - MBA — Finance and Marketing

Jan 2018Jan 2020

Amity University Kolkata

Bachelor of Business Administration - BBA

Jan 2015Jan 2018

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