Ayush Khatri
Vice President
Gurgaon
Summary
Result-Oriented professional, Process Manager offering over 13.5 Years of experience in Project Management, Process Migration, Client Onboarding, Portfolio Compliance, Internal Audit, and Risk Management.
Overview
14
14
years of professional experience
Work History
Vice President
BlackRock
Gurgaon
01.2022 - Current
- Spearheaded Portfolio Data Operations as the lead in India.
- Successfully executed the transition of EDI operations work to the India office, accomplishing a key objective as part of my assignment in India.
- Ensuring all audit obligations are met, with risks and controls effectively managed in line with the Operational risk framework.
- Participate in the development and implementation of continuous improvement initiatives for the control environment, policies, and procedures, contributing to innovation and business advancement for a superior client experience.
- Cultivate strong relationships across the organization by attentively listening to internal partners and diligently delivering for the firm.
- People management covering the day-to-day management of the direct reports, training plans and career development.
Vice President
BlackRock
Edinburgh
01.2021 - 01.2022
- Directed and managed the India team, providing leadership and oversight while operating from the Edinburgh office.
- Proficiently facilitated the successful transition of specific processes to the India team.
- Partnered with sales and client service teams to manage on boarding experiences, clearly communicating key landmarks for implementing new portfolios or desired changes.
- Validating operating events for the team and updating RQA team by implementing new controls.
Associate
BlackRock
Edinburgh
08.2017 - 12.2020
- Actively participated in suggesting improvements and User Acceptance Testing (UAT) for the successful implementation of the Portfolio Import tool. This tool automated the creation of Single/Multiple portfolios in ADAM, contributing to 2.5 FTE savings. Engaged in UAT across three phases, providing valuable feedback to enhance tool functionality.
- Provided critical control functions by securing sign-offs from key functions ahead of launches/changes, and integrated service level agreements into comprehensive end-to-end timelines, ensuring smooth operational transitions.
- Coordinated with the Technology Team for the successful implementation of an ADAM enhancement idea. This enhancement allowed for the copying of attributes from one portfolio to multiple portfolios, streamlining processes and improving overall efficiency.
Associate
Blackrock
Gurgaon
01.2016 - 07.2017
- Led a team of six members as a Process Manager overseeing business operations, with a primary focus on ensuring seamless Client Onboarding Data management operations for new client portfolios and pooled fund products within BlackRock.
- Significantly contributed as a key team member during the APAC process transition to India in 2016
- Utilizing dashboard to track all New and Change requests, acceptance and sign- off activities from various stakeholders.
Analyst
Blackrock
Gurgaon
01.2013 - 12.2015
- Creating different kinds of client’s portfolios ranging from Discretionary portfolios to non-discretionary portfolios.
- Review and perform quality check for all Account/Portfolio changes submitted by the Portfolio Managers.
- Follow up with various internal teams (On boarding, RM’s, KYC,) and to resolve any issues in the On-Boarding process
- Identify and resolve issues arising and provide query resolution after on boarding the client requests
- Monitoring & managing the team as an SME to make sure all the SLAs are met promptly.
Associate Consultant
Oracle Financial Services
Mumbai
10.2009 - 04.2012
- Led a successful on-site compliance process project, seamlessly integrating UK office processes into the India office, showcasing strong teamwork skills
- Work on Post trade compliance, breaches for different client’s mandate (Fixed Income and Equities) and research & analyse those breaches with the help of different applications to report to portfolio managers and account managers
- Analysing and identifying investment guidelines of the clients for varied disciplines (Equity, Fixed Income) which helps the portfolio manager to trade for the portfolio based on their investment objective.
Education
Bachelors in Accounting and Finance -
KC College Mumbai
Skills
Team Management
undefinedProfile Summary
- Project Management & Process Migration: Extensive experience in leading and executing seamless project management and process migration initiatives, ensuring successful transitions and minimal disruptions.
- Client Onboarding & Portfolio Compliance: Proficient in client onboarding processes and portfolio compliance management, with a focus on meeting client requirements and regulatory standards.
- Risk Management & Internal Audit: Expertise in reviewing risk events, challenging root causes, and implementing preventive actions.
- Team Leadership & Management: Over 7 years of effective people management experience, currently overseeing a team of 15 Associates/Analysts. Adept at fostering a collaborative and high-performance team culture.
- Global Market Coverage: Extensive exposure in supporting major markets, including APAC, EMEA, and the U.S., demonstrating a global perspective and understanding of diverse business environments.
- Migrations & Capacity Management: Specialized in managing migrations and capacity for the site, ensuring optimal resource utilization and operational efficiency.
Timeline
Vice President
BlackRock
01.2022 - Current
Vice President
BlackRock
01.2021 - 01.2022
Associate
BlackRock
08.2017 - 12.2020
Associate
Blackrock
01.2016 - 07.2017
Analyst
Blackrock
01.2013 - 12.2015
Associate Consultant
Oracle Financial Services
10.2009 - 04.2012
Bachelors in Accounting and Finance -
KC College Mumbai
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