Jan 2025 – Present · 1 yr 4 mos

Jan 2022 – Jan 2025 · 3 yrs

• Handling complex business problems for clients across hedge fund, mutual fund and private equity clients.
• Build data solutions for clients to cater to growing demand in the market to streamline multiple data sources.
• Identify gaps in the client systems and their existing workflow/solutions and present solutions across different real world scenarios which their end users would appreciate if fixed.
• Strategizing and working with analysts to work huge volumes of data from across different client systems to build data models that can help harmonize information being egressed out.
• Experience of working with technology and business operations team to prioritize and build the necessary roadmap to implement client solutions.
• Worked with a number of different client systems on a variety of datasets like transactions, valued holdings, fund valuation, trial balances, which are eventually consumed by the clients for further downstream analysis and building business strategies.
• Engage with clients to build and plan data conversion activities for transformation of their data on to our proprietary platform.
• Through constant engagement with clients, use the relationship to find out upsell opportunities within platform modules to strengthen the relationship and bring more revenue for the firm.
• Worked closely with trading desks to build custom cash and exposure management solutions, accounting solutions for shadow portfolios, regulatory reporting tool for Form PF and HK SFC. s.

Jul 2018 – Jan 2022 · 3 yrs 6 mos

• Handling complex business problems for clients across hedge fund, mutual fund and private equity clients.
• Build data solutions for clients to cater to growing demand in the market to streamline multiple data sources.
• Identify gaps in the client systems and their existing workflow/solutions and present solutions across different real world scenarios which their end users would appreciate if fixed.
• Strategizing and working with analysts to work huge volumes of data from across different client systems to build data models that can help harmonize information being egressed out.
• Experience of working with technology and business operations team to prioritize and build the necessary roadmap to implement client solutions.
• Worked with a number of different client systems on a variety of datasets like transactions, valued holdings, fund valuation, trial balances, which are eventually consumed by the clients for further downstream analysis and building business strategies.
• Engage with clients to build and plan data conversion activities for transformation of their data on to our proprietary platform.
• Through constant engagement with clients, use the relationship to find out upsell opportunities within platform modules to strengthen the relationship and bring more revenue for the firm.
• Worked closely with trading desks to build custom cash and exposure management solutions, accounting solutions for shadow portfolios, regulatory reporting tool for Form PF and HK SFC.

Jul 2015 – Jul 2018 · 3 yrs

• 1. Business Product Development
• 2, Project Management
• 3. Hedge Fund Accounting and process development