ANUSHREE PRASANNA KUMAR
Client Research And Data Manager
Bangalore,KA
Summary
Dynamic and results-driven financial data leader with 8.5 years of experience in Global banking operations, specializing in Client Data Management, Financial Research, Process Transformation, and Risk Governance with SQL knowledge for Data validation. Recognized for driving data quality improvements, automation initiatives, and operational excellence through strategic leadership, cross-functional collaboration, and analytical rigor. Adept at leveraging technology and stakeholder engagement to deliver measurable impact and enhance regulatory compliance across global banking platforms.
Overview
11
11
years of professional experience
Work History
Manager – Client Data Management
JP Morgan Chase & Co.
01.2024 - Current
- Led LLM ECI Orchestration, supporting UAT testing, exception management, and feedback implementation.
- Collaborated on Crescendo ID Mapping to enhance data quality and reduce duplicates via IQ and remediation partnership.
- Directed PC 2.0 Transformation, redesigning workflow processes into a single, streamlined document and training global teams.
- Managed Data Remediation offline, resolving issues and optimizing bulk upload testing.
- Supported RSAM transformation, ensuring zero escalations and strong risk compliance.
- Recognition: Awarded Star of the Quarter (×3) fund in various other platform for exceptional multitasking and performance excellence.
- Spearheaded data integrity initiatives, enhancing accuracy across client records and improving operational efficiency.
- Developed and implemented streamlined data management processes, significantly reducing errors and optimizing client service delivery.
- Led cross-functional teams to migrate client data to advanced systems, ensuring seamless transition and minimal disruption.
- Trained and mentored junior staff on best practices in data management, fostering a culture of continuous improvement.
Team Lead – Client Data Management
JP Morgan Chase & Co.
06.2021 - 12.2023
- Performed robust due diligence on Banker requests for new ECIs with keyfocus and unwavering attention to detail across different LOBs (IB clients AM and CB)
- Carried extensive research on prospect background verification, negative media, liens, financial risk
- Examined financial reports of prospects and analyzed credit worthiness/ assess a borrower's credit history.
- Been responsible for any process related reporting requirement
- Collaborated and Communicated effectively through active engagement with global partners/stakeholders
- Achievements: Earned Step-Up Awards for collaboration and leadership; contributed to CB LOB’s pilot magazine project design
Debt Collector – Full Time
Gatestone & Co. Inc. (for American Express)
02.2019 - 06.2019
- Managed high-volume inbound and outbound customer calls to reconcile overdue accounts across multiple U.S. states.
- Performed skip-tracing via LexisNexis to locate customers and verify account details.
- Negotiated payment solutions and repayment plans, counseling customers on credit impact and resolution options.
Operations Analyst – Research Operation
JP Morgan Chase & Co.
01.2018 - 10.2018
- Produced market research, company profiles, and industry analyses supporting US banking teams.
- Automated data-collection processes with macros, cutting manual effort 30 %.
- Designed and published the Emerging Growth Market Newsletter, recognized by senior leadership.
- Proposed RPA concepts to enhance data-management efficiency.
Operations Analyst – Client Data Management
JP Morgan Chase & Co.
02.2016 - 01.2018
- Reviewed and validated client records, ensuring compliance and data accuracy.
- Led remediation and clean-up projects, improving data integrity across business units.
- Partnered with stakeholders to resolve data exceptions and expand control checks.
- Regularly nominated Employee of the Month for consistent quality performance.
Junior Researcher – CB Research Operations
JP Morgan Chase & Co.
08.2015 - 02.2016
- Conducted market studies and client profiling for US commercial-banking prospects.
- Managed full project lifecycle and stakeholder coordination.
- Delivered research outputs aligned with banker strategy and timelines.
- Earned Certificate of Recognition for outstanding performance.
Research Analyst
Wealth-X
08.2014 - 04.2015
- Conducted quantitative and qualitative research on UHNW clients using premium databases.
- Authored detailed wealth dossiers supporting private-banking initiatives.
- Verified asset sources and ownership through secondary research.
- Collaborated with global teams on high-value custom research projects.
Education
Master in Financial Management -
University of Mysore
01.2014
Bachelor of Commerce - undefined
University of Mysore
01.2012
Skills
Client Data Management
Financial Analysis
Risk & Compliance
Data Governance
Credit Risk Assessment
Process Transformation
Stakeholder Engagement
Automation & UAT Testing
Leadership & Mentoring
SQL, R
Accomplishments
- Spearheaded multiple end-to-end data transformation initiatives (Aurora, PC 2.0, RSAM, and LLM ECI Orchestration), driving 25% efficiency improvements and zero operational escalations.
- Collaborated with global stakeholders on Crescendo ID Mapping and Data Quality Enhancement projects, reducing duplicate client records by 18% and improving data accuracy metrics.
- Consistently achieved 97%+ SLA and accuracy rates across key BAU deliverables, while leading process improvements that strengthened audit and compliance readiness.
- Earned 3× Star of the Quarter and multiple Step-Up Awards for innovation, multitasking, and exceptional performance.
- Recognized by senior leadership for proactive risk mitigation and delivery of seamless systemic transformations and UAT initiatives.
TOOLS/APPLICATIONS
- Salesforce, Bloomberg
- FactSet, CDS
- LexisNexis
- Morningstar
- Aurora
- AWS Console
- Starburst
- Toad
PERSONAL STRENGTHS
- Communication & Collaboration
- Networking
- Adaptability
- Empathy
- Problem-solving
- Emotional intelligence
- Conflict resolution
Timeline
Manager – Client Data Management
JP Morgan Chase & Co.
01.2024 - Current
Team Lead – Client Data Management
JP Morgan Chase & Co.
06.2021 - 12.2023
Debt Collector – Full Time
Gatestone & Co. Inc. (for American Express)
02.2019 - 06.2019
Operations Analyst – Research Operation
JP Morgan Chase & Co.
01.2018 - 10.2018
Operations Analyst – Client Data Management
JP Morgan Chase & Co.
02.2016 - 01.2018
Junior Researcher – CB Research Operations
JP Morgan Chase & Co.
08.2015 - 02.2016
Research Analyst
Wealth-X
08.2014 - 04.2015
Bachelor of Commerce - undefined
University of Mysore
Master in Financial Management -
University of Mysore