Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Abhinav Upadhyay

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
Mumbai
04-2023

B.Sc. - Information Technology

PDLC College, University of Mumbai
Mumbai
05-2021

Skills

Investment Analytics

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
Abhinav UpadhyayOperations Associate