Jan 2026 – Present · 4 mos · India

• Leading platform transformation initiatives across investment operations, focusing on data governance, workflow automation, and scalable financial infrastructure supporting hedge fund and private credit portfolios.
• Partner with product and technology teams to implement scalable data ingestion, normalization, and enrichment pipelines on the Aquata platform, improving data completeness and governance across 50+ investment portfolios for thousands of securities records and hundreds of trades and Best Entries.
• Led operational readiness for the migration of 7 legacy workflows from Xceptor to Aquata, validating ETL pipelines, enrichment rules, and exception handling frameworks to ensure zero disruption to daily investment operations.
• Developed operational dashboards and monitoring frameworks used by global servicing teams across US, EMEA, and APAC, improving visibility into pricing discrepancies and reconciliation exceptions and reducing investigation time by ~30%.
• Optimized loan lifecycle workflows across drawdowns, rollovers, and paydowns for multiple credit facilities, improving straight-through processing and reducing manual operational intervention.
• Led User Acceptance Testing for 10+ accounting platform enhancements, validating pricing logic, accrual calculations, and journal entry generation prior to production deployment.
• Collaborate with global stakeholders across operations, product, and technology teams to strengthen data lineage, operational controls, and scalability of investment operations infrastructure.

Jan 2022 – Jan 2026 · 4 yrs · India

• Worked at the intersection of investment operations, product, and technology teams, contributing to large-scale platform transformations and operational improvements across hedge fund and private credit portfolios.
• Played a key role in the $138B Accounting Engine migration from Geneva to UBOR, performing cross-asset validation of security attributes, pricing logic, and accounting workflows to ensure seamless system readiness across global portfolios.
• Led the LIBOR → Risk Free Rate transition across 2000+ securities, validating, market conventions, calendars, and accrual logic across SOFR, SONIA, ESTR, TONA, and SORA benchmarks.
• Built and scaled Paydown Reporting Manager, an operational dashboard that improved visibility into Fixed Income servicing events and reduced exception-related client escalations by ~40% and vendor (Bloomberg) cost reduction of approx. 2 lakh per quarter.
• Redesigned the Accounting Exception Management framework, improving control accuracy and reducing false positives by ~35%, strengthening operational governance.
• Collaborated with global Product and Technology teams to provide structured feedback on pricing logic, paydown workflows, journal entry design, and accounting system enhancements.
• Served as an escalation point for global Fund Accounting teams across New York, Dublin, and Sydney, resolving complex pricing, valuation, and loan servicing issues across multi-asset portfolios.

Apr 2018 – Dec 2021 · 3 yrs 8 mos · India

• Supported investment operations and platform teams in improving pricing, bank loan servicing, and trade processing workflows across hedge fund and private credit portfolios, driving automation and operational transformation initiatives.
• Led automation initiatives for failed trade processing and enrichment logic, improving straight-through processing (STP) by 37% across multiple hedge fund books.
• Modernized the loan paydown lifecycle by engineering a hybrid operating model combining automated and controlled manual validations, reducing reconciliation break frequency by 60% and improving month-end fund sign-off consistency.
• Reduced pricing cycle time by ~15 minutes per fund by strengthening pricing governance, enhancing market data integrations, and implementing cross-vendor price validation using Bloomberg, IDC, and Pricing Direct.
• Enhanced bank loan transaction processing workflows by aligning operational logic with WSO Current Facility Amount methodology, improving STP by 43% and significantly reducing manual intervention.
• Supported large client fund migrations and onboarding initiatives, ensuring successful cutover and smooth transition into BAU servicing.