Eshwar Ganesh

Operations Associate

Bengaluru, Karnataka, India2 yrs 2 mos experience

Most Likely To Switch

Key Highlights

CISI Certified Investment Analyst with strong financial expertise.
Proven track record in operations and risk management.
Skilled in financial modeling and analysis for strategic decision-making.

Stackforce AI infers this person is a Financial Analyst with expertise in Wealth Management and Investment Operations.

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Skills

Core Skills

Operations ManagementRisk ManagementFinancial AnalysisSales

Other Skills

Risk AssessmentInternal ControlsGlobal CustodyMicrosoft ExcelAccountingRatio AnalysisCustomer Relationship Management (CRM)Investment BankingFinancial ModelingWritten CommunicationAnalytical SkillsResearch SkillsRecruitingEnglishCustomer Satisfaction

Experience

2 yrs 2 mos

Total Experience

8 mos

Average Tenure

1 yr 4 mos

Current Experience

Dezerv

Asset Operations Specialist

Feb 2025 – Present · 1 yr 4 mos · Bangalore Urban, Karnataka, India

>Oversee daily asset operations: trade settlements, reconciliations, corporate actions and lifecycle events.
>Ensure data integrity and compliance through robust controls, audits and SOP enforcement.
>Coordinate with portfolio managers, custodians and tech teams to resolve exceptions and escalations.
>Drive automation and process improvements
>Prepare operational reports, monitor KPIs and present insights to stakeholders to improve service delivery.
>Manage vendor/custodian relationships and ensure consistent SLA adherence.

Operations ManagementRisk AssessmentInternal ControlsGlobal CustodyRisk ManagementMicrosoft Excel+1

Krishna associates

Finance Analyst

Jul 2022 – Dec 2022 · 5 mos · Bangalore Urban, Karnataka, India · On-site

>Analyze financial statements, budgets, and forecasts to support business planning and decision-making.
>Prepare monthly, quarterly, and annual financial reports and variance analyses.
>Collaborate with accounting, operations, and management teams to ensure data accuracy and compliance.
>Develop financial models to evaluate business scenarios and investment opportunities.
>Monitor key financial metrics and provide insights to improve profitability and cost efficiency.

AccountingRatio AnalysisFinancial Analysis

Aptismart

Sales

Jun 2021 – Nov 2021 · 5 mos · Karnataka, India · Remote

>Built and maintained strong client relationships by providing personalized course guidance and ongoing support..
>Conducted market research and lead generation activities to identify and engage potential students effectively.
>Collaborated with marketing and academic teams to design and execute promotional campaigns.
>Utilized CRM systems to manage sales pipelines and track performance metrics efficiently.

SalesCustomer Relationship Management (CRM)