Nov 2024 – Sep 2025 · 10 mos · Hyderabad, Telangana, India · Hybrid

• Designing training programs on fund accounting, NAV calculations, capital calls, waterfall distributions, management fee, carried interest, Equalization, Geneva, Partner capital account statements, regulatory compliance and financial reporting.
• Leveraging SQL, Python, and Power BI to build learning modules and real-world reporting case studies.
• Bridging industry expectations with technical expertise to cultivate investment-ready professionals.

Jun 2021 – Nov 2024 · 3 yrs 5 mos · Navi Mumbai · Hybrid

• I had the opportunity to lead the Methodology (Stewards) function across Reference and Entity data, with a clear mandate to improve quality, resilience, and ownership.
• Through strengthened governance, disciplined process correction, and methodology refinement, we delivered a 45% improvement in corporate actions quality at the product level. Long-standing process slippages were resolved, methodology gaps were closed, and workflows were streamlined to create sustainable quality outcomes.
• In parallel, I represented Global Reference and Entity data at the enterprise data governance body—contributing to firm-wide standards, stewardship decisions, and alignment across domains.
• A key milestone was the design and implementation of a first-principles Entity Master and Security Master for Sustainalytics, eliminating external vendor dependency and establishing a scalable, internally owned foundation for reference data excellence.

Jun 2015 – May 2021 · 5 yrs 11 mos · Hyderabad · On-site

• Oversaw the collection, validation, and delivery of fundamental data for key industries, managed team performance, and spearheaded process improvement initiatives.
• Led a team of ~35 senior analysts focused on the collection of supplemental data for companies in REIT, Telecom, AUM, and
• Insurance industries, along with Options & Warrants data for all public companies.
• Drove process enhancement initiatives that significantly improved data collection and processing workflows.
• Managed SLA performance, ensuring adherence to deadlines and quality standards for data delivery.
• Conducted performance appraisals and provided mentorship to team members fostering professional growth and development.
• Orchestrated the integration of legacy XCIQ collection processes with legacy xSNL industry fundamental collection processes,
• progressing towards the ONE FUNDAMENTALS goal.
• Implemented a new AI-based technology with respect to collection tools, significantly cutting process time.
• Achievements:
• Realized savings equivalent to 3 FTE through content search rules optimization. Lean methodologies applied.

Jan 2013 – May 2015 · 2 yrs 4 mos · Hyderabad · On-site

• Managed market data analysis, content acquisition, and quality assurance. Built new data sets from scratch, overseeing the tools and workflows for market data ingestion and validation.
• Managed a team of 25 market data analysts, driving the creation of new market data products from inception.
• Built new data sets related to price and corporate actions from the ground up, contributing to the expansion of market data offerings.
• Oversaw content acquisition activities, procuring real-time and end-of-day price data as well as corporate actions data from vendors like IDC, EDI, and Quant House.
• Analyzed data from multiple vendors (EDI, IDC, HSBC, and TEJ) to provide detailed reports to product teams, highlighting the strengths and weaknesses of each vendor.
• Played an active role in quality assurance, including the development and implementation of sanity, soft, and hard checks on market data.
• Collaborated with stakeholders across geographies and business functions to ensure smooth product delivery.
• Achievements:
• Instrumental in building market data products related to price and corporate actions from inception to the beta version.

Feb 2010 – Dec 2012 · 2 yrs 10 mos · Hyderabad · On-site

• Team Lead responsible for overseeing the completion of processes related to M&A activities, including entity management, client issue resolution, and tool implementation.
• Led a team of ~20 associates in M&A operations, including entity management, address updates, company status updates, security level symbol management, client issue resolution, and financial alignment.
• Contributed to the creation of a new company profiling tool, designed to streamline entity management processes.
• Streamlined data management and issue resolution related to Mergers and Acquisitions.
• Achievements:
• Automated the IPO process, which reduced IPO slippages by 95% and data issues by 50%.

Jul 2007 – Jan 2010 · 2 yrs 6 mos · Hyderabad · On-site

• Team Lead responsible for overseeing the completion of mergers, acquisitions and IPOs, data analysis, entity data and financial
• management.
• Led a team of 12 associates responsible for M&A deals data and analysis which includes mergers, acquisitions, spin-offs and IPOs.
• Managed entity data and financial alignment related to M&A deals.
• Oversaw alignment of financials, ratios and metrics related to M&A deals.
• Achievements:
• Augmented the coverage of M&A deals to global public and private companies increasing the scope of data collected.
• Enhanced process improvements for all special purchase acquisition companies (SPAC)

Jul 2003 – Jun 2007 · 3 yrs 11 mos · Hyderabad · On-site

• Analyst responsible for collection of M&A data, database processes, and tool training for new analysts and team members.
• Developed M&A deals data and analysis processes from inception, establishing a pilot program for data governance.
• Conducted training for newly hired analysts on M&A deals database tools, enhancing team proficiency as a Senior Research Associate during April 2004- Mar’2005
• Focused on Mergers & Acquisitions data collection as a Research Associate during July 2003 – Mar’ 2004.
• Achievements:
• Established a comprehensive M&A deals data collection process, starting with US public companies

Jul 2002 – Jun 2003 · 11 mos · Hyderabad, Telangana, India · On-site

• Responsibilities include:
• Regulatory Compliance: SEBI, ROC, MCA & Stock exchanges -BSE and NSE.
• Audit: Securities audit with Registrars and Transfer Agents and KYC
• Board and General Meetings: Convening meetings, serving notices, drafting minutes and compliance with regulatory bodies.
• Achievements:
• 1. Incorporated 3 companies for clients. Starting from Name approval until getting Certificate of Incorporation and Certificate of Commencement of Business from Registrar of Companies (Roc under Ministry of Company Affairs (MCA))
• 2. Handled KYC and securities audit with registrar and transfer agents for 9 clients (listed companies)
• 3.Drafting of agreements and all corporate level periodical documents and compliance with regulatory bodies for 25 small to mid-size clients.
• 4. Supported end to end legal drafting, co-ordinated with Board of Directors and advocates getting through a re-organisation with National Company law Tribunal (NCLT) for 1 client.