Shwet Sharma

Operations Associate

New Delhi, Delhi, India8 yrs 3 mos experience

Highly Stable

Key Highlights

Expert in cash and asset reconciliation with a focus on accuracy.
Proven track record of resolving complex trade discrepancies.
Strong collaboration skills with global financial institutions.

Stackforce AI infers this person is a Fintech professional specializing in investment operations and reconciliation.

Contact

Skills

Core Skills

Cash & Asset ReconciliationTrade SettlementStakeholder ManagementOperational Efficiency

Other Skills

Excel MacrosBloombergSOP DocumentationVBAWorkflow ManagementRecurring BillingPricing StrategyHigh Yield BondsQuality ControlJoining FormalitiesVariation AnalysisFinancial Transaction ProcessingFull & Final SettlementAnalytical InstrumentsSME management

About

Investment Operations | Reconciliation | Workflow Ownership I specialize in daily investment operations — reconciliation, trade/asset settlement, and resolving breaks that impact portfolio accuracy. Over the last 6+ years, worked across multiple cash & asset reconciliation (IBOR vs Custodian), trade settlement (equity, fixed income, derivatives), and workflow management for global clients like BBH, BNY Mellon, Fidelity, and Wells Fargo. Key Areas Where I Add Value: Bringing clarity to complex break investigations Prioritizing work during high-volume periods Collaborating with custodians, fund managers, and internal teams Improving processes and updating SOPs to eliminate recurring issues I naturally take ownership — whether it's resolving escalations, helping teammates troubleshoot cases, or tracking SLA delivery. Focus is always on accuracy, transparency, and efficiency in operations. Key Strengths: • Cash & Asset Reconciliation (Custodian vs IBOR) • Trade / Asset Settlement (Equity, FI, FX, Derivatives) • Workbasket / Workflow Priority / SLA Management • SOP creation & process improvement I’m exploring roles in Investment Operations | Reconciliation | Ops Team Lead / Workflow Lead, where I can contribute to structured, high-accuracy operations. Always open to meaningful conversations & opportunities.

Experience

8 yrs 3 mos

Total Experience

3 yrs 3 mos

Average Tenure

2 yrs 5 mos

Current Experience

Ntt data

2 roles

Associate

Jun 2024 – Feb 2026 · 1 yr 8 mos

Investment Operations | Fund Accounting | Cash & Asset Reconciliation
Lead daily cash & asset reconciliation for 20+ portfolios; maintain IBOR accuracy vs custodians (BBH / BNY Mellon) and ensure >95% break resolution within SLA.
Coordinate with custodians and internal teams to close escalations and enable timely trade settlement.
Track daily volumes and workflow progress using dashboards; proactively flag risks to avoid SLA breaches.
Maintain SOP documentation and contribute to process improvements to reduce recurring breaks.

Cash & Asset ReconciliationStakeholder ManagementSOP Documentation

Process Trainer

Jan 2024 – Present · 2 yrs 5 mos

Performed daily reconciliation for fixed income & equity portfolios across IBOR vs custodian. Validated bond pricing and yield curves using Bloomberg (DES, QR-1, HCPI, CACS, YAS, YCO). Provided ongoing floor support by resolving complex pricing/yield variances and guiding team members on control requirements.. Automated recurring checks using Excel macros / VBA-recorded scripts. Prepared exposure-based variance and exception reports for leadership. Managed break investigation and escalations with BBH & BNY Mellon. Trained new joiners on reconciliation workflows, Bloomberg functions, and exception-handling standards. Delivered SOP walkthroughs and refresher sessions during process updates and governance enhancements.

Cash & Asset ReconciliationTrade SettlementExcel MacrosBloombergSOP Documentation

Incedo inc.

2 roles

Associate Analyst

Jul 2021 – Apr 2024 · 2 yrs 9 mos

Trade Settlement | Asset Allocations | Workflow / Queue Management
Managed trade & asset settlement lifecycle (equity, fixed income, structured products).
Resolved cash/position mismatches by coordinating with custodians and onshore SMEs.
Owned daily workbasket/queue allocation and prioritization during high-volume periods.
Conducted training & knowledge-sharing sessions; maintained SOPs and governance trackers.

Trade SettlementWorkflow ManagementStakeholder Management

Training Analyst

Jan 2021 – Jan 2024 · 3 yrs

Executed end-to-end settlements for equities, fixed income and structured notes. Investigated trade/price mismatches and coordinated with custodians, pricing teams, and fund managers for resolution. Prepared exposure and allocation reports for fixed income portfolios; validated postings into portfolio accounting systems. Created training trackers, governance dashboards, and supported SOP updates during process rollouts. Delivered KT and refresher training focused on trade breaks, pricing validations, and workflow accuracy.. Managed workbasket/queue allocation and prioritized high-risk items to meet SLA deadlines.

Genpact

Senior Associate

Mar 2018 – Jul 2021 · 3 yrs 4 mos · Gurugram, Haryana, India · On-site

Asset Operations | Journal Entries | Stakeholder Collaboration
Allocated equities and bonds from MM accounts and reconciled journal entries / GL postings.
Led daily huddles, task allocation, and escalations with onshore teams and financial advisors.
Identified process gaps and implemented automation trackers, reducing manual effort and errors.
Recognized for exemplary performance for improving client experience and workflow clarity (2019).

Stakeholder ManagementOperational Efficiency