Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Ashutosh Pawar

Ashutosh Pawar

Pune

Summary

Senior Associate, Client Reporting with 10+ years’ experience leading a 10-person team delivering high-volume, complex investment reporting for institutional clients. Proven expertise in bespoke reporting, governance, performance, and AI-driven process automation. Recognized for driving accuracy, operational efficiency, and actionable strategic insights that support informed investment decisions.

Overview

11
11
years of professional experience

Work History

Senior Associate - Client Reporting

Bank of New York (BNY)
03.2025 - Current
  • Leading a team of 10 professionals, driving performance, ensuring reporting timelines, and fostering a culture of excellence.
  • Established governance frameworks to strengthen reporting controls, enhance audit readiness, and ensure regulatory compliance.
  • Developed and presented KPIs in monthly management meetings, providing strategic insights to optimize operational performance.
  • Oversaw the full client reporting lifecycle, delivering bespoke reports, investment factsheets, and regulatory submissions with precision.
  • Implemented workflow automation and AI-driven solutions, reducing manual effort, improving accuracy, and accelerating turnaround times.
  • Acted as liaison with senior stakeholders, aligning reporting objectives with evolving investment strategies.
  • Mentored junior associates, coaching on financial reporting best practices, compliance, and advanced data visualization techniques.

Associate - Client Reporting

Bank of New York (BNY)
03.2022 - 02.2025
  • Visited the London office for advanced training on complex and new reporting tasks, gaining global exposure.
  • Transitioned reporting processes to Pune, training and upskilling the India team for seamless adoption.
  • Spearheaded end-to-end client reporting, delivering bespoke reports, investment insights, and performance metrics.
  • Enhanced reporting frameworks with automation and data visualization, improving efficiency and turnaround times.
  • Mentored junior team members, strengthening reporting methodologies and data interpretation.

Analyst - Client Reporting

Bank of New York (BNY)
03.2020 - 02.2022
  • Developed and delivered bespoke client reports and factsheets, presenting investment performance, risk metrics, and portfolio insights.
  • Prepared and managed MiFID II regulatory reports (PCC, 10% Depreciation), ensuring compliance and minimizing risk.
  • Conducted performance and exposure analysis, including asset allocation, yield calculations, market trends, and impact assessments.

Intermediate Representative - Client Onboarding/Transitions/Conversions/KYC

Bank of New York (BNY)
05.2017 - 02.2020
  • Managed end-to-end account setup, ensuring accurate collection, validation, and processing of client documentation.
  • Facilitated account closure and offboarding, maintaining compliance with internal and regulatory requirements.
  • Reviewed and maintained client documentation, verifying adherence to KYC and AML guidelines.
  • Developed SOPs for onboarding and closure, streamlining processes and improving operational efficiency.

Relationship Manager

HDFC Bank
05.2015 - 03.2017
  • Managed HNI client portfolio and was responsible for client relationships, ensuring satisfaction and retention.
  • Collaborated with cross-functional teams to ensure the banking needs of clients were serviced on timely basis.
  • Conducted market research to identify client needs and opportunities.
  • Facilitated training sessions to create banking awareness among marginalized sector of society.

Education

MBA - Finance & Banking

University of Pune

Bachelor of Science -

Singhania University
Rajasthan

Skills

  • Team leadership
  • Problem solving
  • Training and mentoring
  • KPI development
  • Client Reporting
  • AI automation

Languages

English
Proficient
C2
Hindi
Proficient
C2
Marathi
Proficient
C2

Timeline

Senior Associate - Client Reporting

Bank of New York (BNY)
03.2025 - Current

Associate - Client Reporting

Bank of New York (BNY)
03.2022 - 02.2025

Analyst - Client Reporting

Bank of New York (BNY)
03.2020 - 02.2022

Intermediate Representative - Client Onboarding/Transitions/Conversions/KYC

Bank of New York (BNY)
05.2017 - 02.2020

Relationship Manager

HDFC Bank
05.2015 - 03.2017

MBA - Finance & Banking

University of Pune

Bachelor of Science -

Singhania University
Ashutosh Pawar