Ankit Chettri

Rotation 1: Reconciliation analyst June 2023 – Dec 2023

• Conducted comprehensive data-driven reconciliations for cash and securities, ensuring accuracy between AB and custody accounting systems.
• Automated manual reconciliation processes, saving 5,400+ minutes annually, enhancing accuracy and efficiency.
• Leveraged Bloomberg Terminal to verify bond coupon accruals and securities pricing, ensuring data reliability for critical decisions.
• Spearheaded on the automation of approximately 40 custody data previously handled manually for Income Payout reconciliation to achieve efficiency and accuracy saving approximately 5400 minutes each year.

Rotation 2: Private Wealth Reporting and Performance analyst Jan 2024 – June 2024

• Generated customized portfolio reports, analyzing data to provide actionable insights for high-net-worth clients and pre-sales teams.
• Utilized SQL to manage and maintain client account databases, tailoring financial reports to meet specific requirements.
• Built Power BI dashboards to streamline team workflows, enhancing visibility and efficiency in daily operations.
• Ensured accuracy of monthly performance reports and tax packages through stringent quality checks, exceeding client expectations.
• Prepared reports of daily, monthly performance analysis at assigned portfolio and funds level, whilst investigating any minute discrepancy against the benchmark ensuring all the tasks are finished within schedule
• Catering to any specific requests from sales team which includes, but not limited to modifying the specifics of the report as including new accounts, comparison against various benchmarks, sometimes altogether putting in new reports, fostering customer satisfaction.

Rotation 3: Operations Risk & Technology Associate July 2024 – Present

• Led investigations into client risk events, collaborating with internal teams to protect client relationships and address process inefficiencies.
• Conducted root cause analyses, identified systemic weaknesses, and implemented controls to mitigate operational risks and enhance workflows.
• Documented findings and developed comprehensive reports, sharing best practices to drive firm-wide operational improvements.
• Utilized advanced tools like EITS and portfolio management systems to support operations in areas such as account reconciliation, fund administration, and trade settlement.
• Demonstrated capacity to work in a remote setting by partnering with remote teams to deliver results on risk mitigation projects, ensuring alignment across global operations.