Ankita Pednekar
Mumbai
Summary
Dynamic finance professional with extensive experience at Morgan Stanley, excelling in client onboarding. Proven track record in enhancing client engagement and operational efficiency through strategic & innovative solutions. Skilled in capital markets and adept at fostering strong client relationships, ensuring exceptional service delivery.
Overview
5
5
years of professional experience
Work History
Client Onboarding - Manager
Morgan Stanley
01.2026 - Current
- Executed strategic plans that enhanced client engagement and satisfaction.
- Facilitated team meetings to align project goals with deliverables.
- Cultivated robust client relationships to uphold high service delivery standards.
Client Onboarding - Senior Associate
Morgan Stanley
01.2025 - 12.2025
- Managed projects for European clients in Institutional Equity division, focusing on hedge funds.
- Supported product and functional areas affected by new account openings in institutional equities, FID, OTC, and LD.
- Organized client meetings to clarify business expectations and facilitate onboarding processes.
- Liaised with cross-functional teams including risk, credit, AML, legal, compliance, and documentation to resolve client queries and mitigate liabilities.
Finance - Senior Associate
Morgan Stanley
01.2023 - 12.2024
- Established client fee pricing through evaluation of sample portfolios and strategic discussions.
- Crafted and implemented custom solutions to automate processes, reducing man hours by 60% within nine months in collaboration with IT.
- Managed key projects including FICC incorporation, LIBOR transition, system checks to enhance operational efficiency.
Corporate Actions & Client reporting - Associate
Morgan Stanley
05.2021 - 12.2022
- Mentored a team of five in corporate action workflows and processing standards.
- Handled escalations related to transactions with custodian banks and global teams across New York, London, and Asia.
- Analyzed critical business data to produce cash flow and margin call metrics reports for management review.
Articleship - Insurance, Finance & Manufacturing
K.S. Aiyar Chartered Accountants & Co
- Conducted statutory audits, CAG audits and certification assignments for varied clients.
- Implemented 'Internal Finance Control' per ICFR requirements.
- Assisted in transitioning from IFRS to IND-AS.
Education
Chartered Accountant - Finance & Risk Management
Institute of Chartered Accountants of India
01.2020
Bachelors of Accounting & Finance - A Grade
R.A. Podar College of Commerce & Economics
01.2016
Higher Secondary Certificate - 83.34%
01.2013
Secondary School Certificate - 91.64%
01.2011
Skills
- Client onboarding
- Project management
- Capital markets
- Microsoft Excel and PowerPoint
- Data analysis
- Cross-functional collaboration
- Process automation
Volunteer Experience
Worked with various NGO's to assist differently abled & HIV+ kids improve their quality of life.
Timeline
Client Onboarding - Manager
Morgan Stanley
01.2026 - Current
Client Onboarding - Senior Associate
Morgan Stanley
01.2025 - 12.2025
Finance - Senior Associate
Morgan Stanley
01.2023 - 12.2024
Corporate Actions & Client reporting - Associate
Morgan Stanley
05.2021 - 12.2022
Articleship - Insurance, Finance & Manufacturing
K.S. Aiyar Chartered Accountants & Co
Chartered Accountant - Finance & Risk Management
Institute of Chartered Accountants of India
Bachelors of Accounting & Finance - A Grade
R.A. Podar College of Commerce & Economics