Aruna Attavar
Investment Performance Operation Lead - Vice President
Bangalore
Summary
Senior investment operations and performance leader with 18+ years of experience in investment management, performance attribution, reconciliation, and global transition programs. Proven track record leading teams across portfolio performance oversight, benchmark performance validation, and absolute and relative performance analysis. Experienced in investigating security selection, asset allocation, currency, transaction level, position level, and pricing level issues impacting client reporting and analytics. Strong background partnering with Operations, IT, portfolio managers, and control teams to support Global Performance Measurement, Risk applications, and portfolio management processes across complex financial markets.
Overview
1
1
Language
19
19
years of professional experience
Work History
Vice president
Morgan Stanley
06.2022 - Current
- As a Vice President, I lead the India Investment Performance team. Below are the roles and responsibilities I own in my current role.
- Strategic leadership – Spearhead the strategic direction for the India investment performance division, aligning regional operations with global institutional goals, and long-term business objectives.
- Operational excellence – Oversee complex cross functional workflow between back-office operations and from office decision makers to enhance investment transparency and reporting accuracy
- Team scaling and transformation – Directed a high performing team of 8 across multiple hubs (Mumbai and Bangalore) fostering a culture of technical excellence and leadership development
- Fiscal stewardship – Drive large scale cost optimization initiatives and automation projects utilizing UiPath studio and Alteryx) that deliver significant multimillion dollar saving and operational efficiency
- Advance data analytics – Transform complex multi asset data into actionable investment insights using industry leading platforms including Aladdin, FactSet and snowflake
- Attribution expertise – Serve as a subject matter expert in risk attribution and performance analysis, providing executive level clarity on portfolio drives and market exposure.
- Stakeholder management – Act as a primary liaison for senior global stakeholders, delivering high-stakes performance briefings that influence firm-wide investment strategies.
- Change management – Lead organisation change initiatives that bridge geographical and functional silos ensuring seamless integration of investment guidelines and compliance protocols
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Identified opportunities to improve business process flows and productivity.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
- Implemented advanced data analytics tools to drive data-driven decision-making across all levels of the organization, leading to better business outcomes.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Also, part of the culture club in driving the culture of the firm in the areas of diversity, career progression, empowerment, and training.
- I moderated the event with senior leaders, touching base on careers and how important culture is.
- Leading a big-ticket project currently on getting the in-house performance management from the third-party vendor.
Section Manager
Northern operating services Pvt Ltd
06.2007 - 06.2022
- As a people manager below are the responsibilities and experience I carry from my current role.
- Collaboratively draft individual skill development plans for each team member, providing actionable insight into their best areas for development, and how to best leverage strengths in their daily work.
- Discuss desired outcomes prior to any development event, and help partners apply new skills or knowledge in their daily work through coaching, feedback, exposure, and stretch assignments.
- Proactively provide opportunities to learn and grow.
- Ensuring partners fully understand what is expected of them and how their performance will be measured.
- Fairly distributing assignments to deliver business results, considering personal interests where possible.
- Regularly provide partners with timely, candid, constructive, encouraging developmental feedback.
- Collaboratively solving performance issues where feasible.
- Carry out Strategic projects of local & global importance, being right amount of learnings, efficiency & visibility.
- Gathering and checking the portfolio data received from Accounting, Client/Market data providers and Fund Manager. Analysing portfolios return against Fund manager return and deliver the performance reporting to the Client.
- Handled reconciliation of custodian & investment manager’s valuation and performance data for various client investment portfolios.
- Conducted performance analysis and produced a comprehensive performance report, for investment portfolios under custody, on a monthly basis.
- Analysed a range of factors, to determine the root cause of the differences in the performance figures between custodian and the fund manager, in order to provide a detailed commentary to the clients.
- Interacted with Investment Managers and worked closely with the internal control teams to resolve all incorrect entries and pricing issues.
- Responsible for calculation of benchmark and portfolio returns for Currency Overlay portfolios on a monthly basis.
Education
MBA -
Mangalore University
Mangalore05-2007
BBM -
Kuvempu University
Bhadravati05-2007
Skills
Performance Analysis
Performance measurement methodology
Performance Reconciliation
Benchmark return analysis
Portfolio management
Process Improvement
Stakeholder management
Global Migrations
Talent development
Accomplishments
- Received Sprit Award as the best performer in Northern Trust in 2008
- Received Quality Medallion Award in Northern Trust in 2009
- Received Spot Award for taking initiation and helping the team members in all the process related issues.
- Silver award for giving an idea on productivity which helped in saving 1 FTE.
- Gold Award for the successful migration of Investment Compliance Melbourne region clients to Manila in 2019.
Timeline
Vice president
Morgan Stanley
06.2022 - Current
Section Manager
Northern operating services Pvt Ltd
06.2007 - 06.2022
MBA -
Mangalore University
BBM -
Kuvempu University
PERSONAL INFORMATION
Date of Birth : 5th April, 1984 Nationality : Indian Marital Status : Married Date: Place: Bangalore (Aruna Attavar)