Abhishek Kumar

MManaged financial reporting for 150 EMEA mutual funds and over 700 alternative funds, with a strong focus on sub-certification processes.

• Led SOX certification efforts for 300 U.S. alternative funds, ensuring strict adherence to regulatory compliance standards.
• Coordinated audit engagement letters using Coupa, submitted requisitions to facilitate timely payments, and maintained clear communication with Big 4 auditors.
• Provided essential data to audit teams via BlackRock's Aladdin View platform, including trade tickets, trade history, and position reports for thorough analysis.
• Trained and onboarded a new analyst and an intern within the first year, contributing to team development and operational continuity.

• Evaluated mutual fund portfolios for 8 investors to enhance investment strategies.
  Implemented Excel dashboard to identify portfolio overlaps and optimize asset allocation.
  Conducted preference survey with potential customers, generating 65 leads for conversion.
  Activated 15 systematic investment plans (SIP) totaling Rs 34,500.