Mar 2016 – Jan 2018 · 1 yr 10 mos · Coimbatore, Tamil Nadu, India · On-site

• As a Team Lead for Investment Managed Services, this role handled reconciliation and FX settlement operations for State Street Global Markets clients. Scope included break resolution, settlement prioritization, static data maintenance, and supporting a major process migration.
• ✅ Led reconciliation and FX settlement workflows for AllianceBernstein accounts, maintaining continuity through daily prioritisation of critical tasks.
• ✅ Investigated trade breaks using TLM and PLM tools, reducing outstanding breaks through targeted follow-up.
• ✅ Managed pre-matching settlement via GTSS, improving throughput by enforcing queue discipline and escalation protocols.
• ✅ Conducted research via Bloomberg to support accurate equity and dividend posting.
• ✅ Oversaw STP queues and SSI updates in GTM, restoring failed trades through corrective data actions.
• ✅ Trained new staff and documented procedures during migration to Coimbatore, protecting service quality during transition.

Nov 2011 – Aug 2015 · 3 yrs 9 mos · Bengaluru, Karnataka, India · On-site

• As a Group Lead at Wipro BPS, I oversaw the Transfer Agency department for IFDS Canada, managing critical operations related to mutual fund trade settlements, cash reconciliation, and client servicing. I ensured regulatory compliance and the efficient management of trust accounts.
• ✅ Managed end-to-end fund settlement and cash reconciliation, maintaining timely clearing of subscription/redemption items.
• ✅ Executed manual payments and wire initiations during system outages, preventing downstream custody delays.
• ✅ Resolved trust account overdrafts by executing corrective cash actions and escalation.
• ✅ Produced Pre/NAV and Post/NAV reconciliation summaries supporting fund accounting accuracy.
• ✅ Implemented Intellimatch to improve reconciliation accuracy through rule adjustments and operator guidance.
• ✅ Supervised a team of five, delivering training and documentation during migration from Canada to Bangalore.

May 2011 – Nov 2011 · 6 mos

• As a Content Analyst, this role ensured data integrity for Organization Authority by researching corporate structures, ownership, and corporate actions while maintaining quality review responsibilities.
• ✅ Researched corporate structures and produced authoritative business records improving downstream data completeness.
• ✅ Captured mergers, de-mergers and name changes with accurate documentation for corporate actions.
• ✅ Served as quality reviewer, reducing inconsistencies via structured validation and feedback loops.
• ✅ Delivered accurate company profiles under strict SLAs using multi-source verification.
• ✅ Partnered with internal teams to clarify content queries and refine interpretations of complex events.

Nov 2009 – Dec 2010 · 1 yr 1 mo

• As a Market Analyst, this role processed daily global market data across equities, indices, funds and commodities for 79 countries ensuring accurate and timely publication on Datastream.
• ✅ Loaded and validated global supplier files, maintaining continuity of market data updates across asset classes.
• ✅ Investigated discrepancies and applied corrections, ensuring multi-market data accuracy.
• ✅ Engaged with suppliers and internal teams to resolve feed interruptions and restore continuity.
• ✅ Trained new team members on market data workflows and operational standards.
• ✅ Maintained SLA compliance through disciplined checks and exception handling.