Emmanuel Joseph
Summary
Results-driven Wealth Management professional with proven expertise in financial operations, billing controls, and data reconciliation. Skilled in managing large-scale account operations — including oversight of $30B diversified equity portfolios and 215K+ client billing accounts — with a focus on accuracy, compliance, and process efficiency. Adept at leveraging automation, data analytics, and cross-functional collaboration to enhance reporting quality, streamline workflows, and mitigate operational risk. Recognized for analytical precision, proactive problem-solving, and continuous process improvement in high-paced financial environments.
Overview
3
3
years of professional experience
Work History
Analyst - Flex SMA Operations
AQR Capital
05.2025 - Current
- Support day-to-day operations for AQR Flex, a $30 billion diversified portfolio designed to help investors build, diversify, and preserve wealth through long/short strategies and advanced tax-loss harvesting.
- Onboard and monitor Flex SMA accounts, ensuring full reconciliation accuracy, correct portfolio settings, and compliance with investment mandates.
- Manage full lifecycle of Investment Management Agreements (IMAs), including initiation, amendment, and tracking using Salesforce CRM, improving operational visibility and compliance tracking.
- Leverage Salesforce dashboards to monitor account transitions and task completion, cutting transition turnaround time by 15 %.
- Partnered on automation of transition-analysis workflows, boosting reporting efficiency by 20 % and reducing manual intervention.
Private Wealth Management Analyst - Billing Operations & Middle Office
Goldman Sachs
12.2023 - 05.2025
- Oversaw quarterly billing and fee computation for 215K+ client accounts, maintaining accuracy.
- Partnered with the Receivables Team to streamline fee receipt processes and improve reconciliation.
- Collaborated across Sales, Compliance, and Operations to resolve billing discrepancies and implement process improvements, cutting issue resolution time by 25%.
- Built and enhanced billing control checks that decreased error occurrences by 18% and improved overall audit readiness
- Monitored terminated accounts with residual balances, proactively engaging with Controllers, Operations, and Client Services teams to ensure funds were cleared before breaching Key Risk Indicators (KRIs).
- Led an automation initiative for dormant account terminations, reducing inactive accounts in the system and improving overall system efficiency.
Item Data Specialist
Target Corporation India
10.2022 - 11.2023
- Improved order-through rate by enhancing data workflows and resolving systemic issues.
- Aligned digital product data with business requirements to improve process clarity and user experience.
- Led data quality initiatives to ensure 100% compliance in item master records.
- Successfully juggled multiple high-volume tasks in a deadline-driven environment.
Education
B.Com Honors - Finance & Investment
Christ (Deemed To Be University)
01.2022
Skills
- Expertise in Excel and PowerPoint for financial reporting
- Strong written and verbal communication for cross-functional collaboration
- Problem-solving mindset with proven process optimization abilities
- High attention to detail and accuracy in data management
- Effective multitasking in high-pressure environments
Timeline
Analyst - Flex SMA Operations
AQR Capital
05.2025 - Current
Private Wealth Management Analyst - Billing Operations & Middle Office
Goldman Sachs
12.2023 - 05.2025
Item Data Specialist
Target Corporation India
10.2022 - 11.2023
B.Com Honors - Finance & Investment
Christ (Deemed To Be University)