Jan 2020 – Present · 6 yrs 4 mos

• Project Management & Business Operations
• Maintain consistent communication with the client and establish effective client relationships.
• Lead weekly calls with the clients to update them on their progress, challenges, and requirements.
• Lead program governance and meeting cadence to drive execution excellence through the lifecycle of the work streams.
• Develop and maintain project documentation and ensure it is accessible and up-to-date.
• Forecast monthly budgets/billings for client-based projects and ensure actual costs align with forecasts.
• Spot any transition-related issues & risks and propose effective solutions. Create transition plans and documents to outline project scope, schedules, and budget requirements.
• Implement strategic initiatives, identity process improvements, and efficiency opportunities in the daily workflow with the help of automation and IT System/enhancements.

Sep 2017 – Jan 2020 · 2 yrs 4 mos

• Build operational rules and processes for daily checks to ensure customer data flow is correct and accurate.
• Create processes for mitigating the risk of customer data flowing into the incorrect pods.
• Act as the SPOC for an external Big Four company to liaise with them to audit data.
• Lead the financial data migration efforts for various clients from old platform to the new one

Jul 2016 – Sep 2017 · 1 yr 2 mos

• Proactively working with the Treasury team to ensure smooth settlement of Tri-Party transfers and maintenance of sufficient funds for collateral requirements.
• Perform daily reconciliation and trade settlement activities besides monthly reporting and finalization of books and accounts.

Jul 2015 – Jun 2016 · 11 mos

• Liaise with the desk on Corporate Action-related decisions and direct the Middle Office and the Prime Brokers on relevant bookings and election decisions.
• Monthly booking of borrowing and collateral fees for Long/Short Equity Funds.
• Led and completed multiple projects – like setting up new accounts, relationships with new brokers /custodians, private equity investment bookings, and transfer of positions and PNL from one BU to the other.