Anjum Ansari
Mumbai
Summary
Dynamic professional with extensive experience in investment operations and regulatory compliance at M&G Global Services. Achieved significant time savings through automation of reporting processes and demonstrated success in process improvement initiatives. Expertise in coaching and mentoring, fostering continuous improvement within cross-functional teams. Proficient in Aladdin and Bloomberg for in-depth financial analysis.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Manager
M&G Global Services
Mumbai
02.2022 - Current
- Monitored pre-trade alerts, clearing them per established Investment Management agreement guidelines, and compliance requirements.
- Tracked post-trade breaches, assessing their nature as false flag, advertent, or inadvertent. Documented each breach meticulously to support compliance efforts.
Engaged regularly with Fund Managers, dealers, and assistants during investigations.
Worked closely with coding team to troubleshoot and resolve issues.
Employed Aladdin and Bloomberg tools for comprehensive analysis.
Facilitated effective communication among all parties involved in investigations.
Ensured thoroughness in investigations to meet regulatory requirements. - Managed executed trades to ensure control over price execution, trade amendments, and dealer commissions.
- Collaborated with various teams and departments on investment operations issues.
Senior Data Analyst
M&G Global Services
Mumbai
01.2020 - 02.2022
- Generated reports based on client requests, utilizing Power BI, Business Objects, Aladdin, Microsoft Excel and other reporting tools.
- Managed communications between clients and stakeholders throughout projects.
- Documented well production monthly reports using internal or client reporting procedures.
- Monitored the shared mailbox for client reporting, addressing ad hoc queries promptly.
- Resolved issues efficiently by leveraging strong problem-solving skills.
- Automated several manual reporting processes, resulting in significant time savings.
- Delivered training sessions for new employees covering process and reporting
- Offered one-on-one support for team members and managers to drive continuous improvement.
Associate
M&G Global Services(Formerly known as Prudential Global Services)
Mumbai
06.2016 - 12.2020
- Prepared policy-related valuation and financial reports for financial planners to facilitate informed decision-making.
- Maintained accurate records of customer information, policies, and payments.
- Handled modification and updating of policies.
- Resolved customer complaints in a timely manner, escalating as necessary to management for resolution.
Customer Care Executive
Wipro BPO
Mumbai
09.2012 - 06.2016
- Delivered exceptional customer service through effective phone interactions.
- Addressed customer queries via email, ensuring timely responses.
- Streamlined processes and optimized performance using various software tools.
- Executed daily responsibilities with accuracy and efficiency.
Education
Bachelor of Commerce - Accounting
Distance Education
Mumbai10-2015
CFA Level II Candidate - CFA
CFA Institute
Skills
- Investment operations and regulatory compliance
- Team collaboration and problem solving
- Process improvement
- Coaching and mentoring
- Cross-functional team management
Certification
- Data Science from Imarticus
- Sound knowledge in Excel & VBA
Timeline
Manager
M&G Global Services
02.2022 - Current
Senior Data Analyst
M&G Global Services
01.2020 - 02.2022
Associate
M&G Global Services(Formerly known as Prudential Global Services)
06.2016 - 12.2020
Customer Care Executive
Wipro BPO
09.2012 - 06.2016
Bachelor of Commerce - Accounting
Distance Education
CFA Level II Candidate - CFA
CFA Institute
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