Abhinav Upadhyay
Operations Associate
Mumbai
Summary
Dynamic finance professional with over two years of experience in institutional onboarding and investment operations at BNY India, specializing in investment analytics, financial modeling, and cross-functional collaboration. Proven ability to deliver insights that drive strategic decision-making and enhance client satisfaction. Eager to transition into a broader finance role that leverages expertise in investment strategy, performance analysis, and client-focused outcomes to contribute to organizational success. Committed to fostering innovative solutions that align with business objectives and elevate overall performance.
Overview
3
3
years of professional experience
4
4
Certifications
Work History
Operations Associate
The Bank of New York (India)
Pune
06.2025 - Current
- I've led onboarding for over 100 institutional clients across North America and EMEA, working with investment managers and legal teams to align account mandates with compliance and risk guidelines.
- I regularly coordinate with investment teams, custodians, and legal partners to ensure accounts are set up accurately and efficiently.
- I've gained solid exposure to mutual funds, custody operations, managed accounts, and the onboarding processes typically used by asset managers.
Operations Analyst
The Bank of New York (India)
Pune
05.2023 - 05.2025
- I track onboarding timelines and SLAs using tools like Excel and Power BI, which lead to improved turnaround time by around 15%.
- I reviewed client risk profiles by analyzing transactions and jurisdictions to ensure compliance and support performance-aligned portfolios.
- I coordinated with investment teams and custodians to ensure accurate account setup and clean data for portfolio monitoring.
- I onboarded 50+ investment managers to help clients expand their portfolios and streamline performance tracking.
Education
MBA - Digital Transformation
SBM, NMIMS Mumbai
Mumbai04-2023
B.Sc. - Information Technology
PDLC College, University of Mumbai
Mumbai05-2021
Skills
Investment Analytics
Financial Reporting
Teamwork
MS Excel
Project management
Python
Power BI
Problem-solving
Solidity
Certification
Corporate Financial Statement Analysis, LinkedIn (Mar 2025)
Timeline
Operations Associate
The Bank of New York (India)
06.2025 - Current
Operations Analyst
The Bank of New York (India)
05.2023 - 05.2025
MBA - Digital Transformation
SBM, NMIMS Mumbai
B.Sc. - Information Technology
PDLC College, University of Mumbai