Summary
Overview
Work History
Education
Skills
Highlights
Timeline
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Akshaya Murthy

Akshaya Murthy

Investment Performance And Analytics
Toronto, Canada

Summary

A highly effective and versatile Senior Manager with 9 years of experience with an excellent track record of setting up major start-ups, managing large and diversified Operations teams in Investment Banking and Asset Management Domains with meticulous control framework.

Hands on experience in establishing the Hub and Spoke/Satellite and Follow the Sun Operating models across Global locations. A dynamic "Change Agent" specialized in building, revitalizing, and cultivating the High-performance Operations Delivery teams with people centric and pragmatic approach.

An effective leader and a team player with experience of matrix management structure in multiple international locations. A highly adaptable and transferable skill base that can be leveraged across the breadth of Strategic Management roles.

Overview

10
10
years of professional experience
5
5
years of post-secondary education

Work History

Head of Investment Performance Analytics

Funds-Axis
Chennai
03.2021 - Current
  • Responsible for the end-to-end Management of

Investment Reporting, Performance attribution and Risk Reporting (Attribution, Asset Mix, Market Risk- VAR, Stress Testing, Back Testing, Greeks)

Data Administration (Securities Creation, valuation and Maintenance for Global Markets)

  • Team size of 100+ FTE with a Quality Service Delivery supported by strong control culture and positive Management in the new norm of “Hybrid working model”
  • Responsible for the overall operations delivery of Investment performance Team India
  • Played a key role in remediation plan of quality Operations delivery with strong controls along Global Delivery, Global Client Service
  • Successful in building the very positive and high team morale
  • Collaborating with other teams (BA, Data Management, IT) on periodical basis to keep an eye on easy resolvable issues.
  • Drive the gathering of client requirements and identify gaps that need development
  • Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.


Performance and Analytics SME- Leader Innovation

BNP Paribas
Chennai
03.2019 - 03.2021
  • Created plans and communicated deadlines to complete projects on time.
  • Established the Extreme Risk Scenario (ERS) Operations Hub for (Client onboarding, Investor Communiations, Regulatory Reporting)
  • Responsible for the overall operations delivery of KOP-USA Data Administration for Global markets and instrument types and ensured the high-quality delivery with strong control methodology
  • Zero operations incidents with financial impact for the 3 years with meticulous training structure
  • Migrated and established the first teams of Performance attribution and Risk Reporting (Operations- allocation and Selection attribution model, Risk Systems) teams in IOC India with strong Governance, SLA and Control framework
  • Participate in internal project governance calls and managing communication around status and impediments
  • Onboarded new temps by entering employee information into systems.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.

Investment Performance Senior Specialist

BNP Paribas
Chennai
03.2017 - 03.2019
  • Recognize and communicate potential opportunities for new clients as well as value added service enhancements for existing process (Investment Performance attribution, Market Risk, VAR- Value at Risk, Stress Testing, Back Testing, PRIIPs, KIIDs, UCITS, SRRI & SRI, Performance Scenarios)
  • Develop bench strength and succession plans at a senior management level Handling
  • Strong coaching and mentorship skills to build a collaborative, productive and engaged team environment
  • Global HR and Finance functions for Resource/Capacity Management; and will be responsible for control of FA budgets and FTE targets
  • Work with the Strategy & Development Group, enhance and review MIS for presentation to Global Head and Client Service Managing Directors globally.
  • Evaluate the viability of both current and new business proposals with an emphasis on cost, revenue, profitability.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Identified issues, analyzed information and provided solutions to problems.
  • Collaborated with team members to achieve target results.

Peformance Analytics Senior Analyst

BNP Paribas
Chennai
03.2016 - 03.2017
  • Built and trained teams on Portfolio Performance and Administration- (Investment Reporting Performance & Market Risk)
  • Instrumental in successfully completing number of projects and migrations from various legacy locations.
  • Lead projects of large engagements, including client integration, service delivery and sales support Instrumental
  • Train staff on established regulations and updated rules.
  • Establish department and individual goals; prepare performance evaluations, direct individual, and group staff meetings.
  • Manage the career development Reporting Analysts by group and individual training.
  • Prepare ad-hoc reports for the client upon request. Troubleshoot internal teams and client issues
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Drove operational improvements which resulted in savings and improved profit margins.

Process Associate

Customer-Centria
Chennai
03.2013 - 03.2016
  • Part of Customer Centria Operations team to lead new projects and have played a key role in establishing the process in India from USA.
  • Manage a small team (2-4) to facilitate Lean implementation with clients, and/or provide post-selection Technology services related to Solution Implementation
  • Review client deliverables prepared by staff and developed staff skillsets related to Technical Knowledge, Communication skills, Leadership and Project Manager
  • Instrumental in delivering the 65+ kaizen initiatives with enhanced productivity and Controls.
  • Contribute to market and eminence initiatives, including development of new service offerings and marketing campaigns within the practice
  • Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.
  • Identified and resolved process issues to drive optimal workflow and business growth.
  • Offered data-driven recommendations to align company strategies and process improvement initiatives.
  • Developed standard operating procedures and document workflows to drive current and future processes.
  • Performed quality assurance checks to help company create products and services that met needs, expectations and requirements of customers.

Education

MBA - Investments And Securities (Finance)

Karunya University
India
03.2014 - 03.2016

Batchelor of Commerce - Banking And Financial Support Services

Hinduathan College of Arts & Sciences
India
03.2011 - 03.2014

Skills

    Performance analytics

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Highlights

  • Established the “Leader “role in India with key controls around the Cost, Budget, FTE and the overall framework with strong governance.
  • Build a new team on Investment Performance attribution (Warsaw, Poland & Chennai, India)
  • Played a key role in establishing the Mumbai Operations center for Securities Services India
  • Effective Remediation of multiple large and strategic teams with high quality delivery and staff motivation
  • Successfully established the Data Administration Hub in IRP with high quality operations delivery
  • Successfully migrated, stabilized, and managed the Initial teams in BNP India of Middle Office (Client Reporting and Reconciliation) and Data Admin - with a strong governance, SLA and KPIs
  • Championed/sponsored various Efficiency and Change initiatives with approx. 4% FTE annual savings
  • Successfully managed Major Client onboarding projects direct to India Operations Centers.
  • Successfully established the Change Management and Business Implementation teams in India.
  • “Conduct” Co-Champion - for BNP Paribas Securities Services Asia Pacific
  • Ensured a strong focus on diversity and increased gender ratio by 7% in the last 24 months
  • Catalyst of collaborative and inclusive leadership practices
  • Brought in 2 startups (Cornerstone, LWR) with Private equity funding

Timeline

Head of Investment Performance Analytics

Funds-Axis
03.2021 - Current

Performance and Analytics SME- Leader Innovation

BNP Paribas
03.2019 - 03.2021

Investment Performance Senior Specialist

BNP Paribas
03.2017 - 03.2019

Peformance Analytics Senior Analyst

BNP Paribas
03.2016 - 03.2017

MBA - Investments And Securities (Finance)

Karunya University
03.2014 - 03.2016

Process Associate

Customer-Centria
03.2013 - 03.2016

Batchelor of Commerce - Banking And Financial Support Services

Hinduathan College of Arts & Sciences
03.2011 - 03.2014
Akshaya MurthyInvestment Performance And Analytics