Eric Pereira
Manager (Hedge Fund Reconciliations)
Pune
Summary
Profile Synopsis: Insightful Manager with 11 years of experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
13
13
years of professional experience
6
6
years of post-secondary education
4
4
Languages
Work History
Manager (AVP)
BNY Mellon International Operations (India) Pvt. Ltd
Pune
12.2010 - Current
- Successfully onboarded over 100 new fund launches across multiple client tiers (Premium / Enhanced / Standard).
- Smoothly transitioned two projects consisting of 10 funds from previous fund administrator to BNY Mellon.
- Introduced efficient ways of daily allocation assignments which resulted in achieving stringent deadlines effectively.
- Supervised daily processes as per KPI's agreed and documented within SLD
- Delivered timely MIS metrics that provided comparative summary of actual quantity, quality and efficiency versus targets aligned quarterly / yearly.
- Escalated issues impacting deliverables to internal clients, key stake holders, senior leadership and organized workarounds to ensure delivery to clients are prioritized.
- Accelerated team’s operational efficiency with strong process controls, monitored workflow distribution and effective utilization of resources.
- Implemented industry best practices and monitored governance standards as agreed by global operating models.
- Counseled my direct reports by holding regular one on one sessions to identify training gaps, understand development areas, improve performances aligned with company goals, values & behaviors.
- Built strong cross-training strategy to address training gaps across diverse tenures and roles to maximize team agility and performance.
- Addressed staffing needs by hiring as per planned budgeting and resource management.
- Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
- Ensuring employees are following thorough business standards, personal conduct and demonstrating integrity in execution of duties.
- Propelled continuous improvements and strategically capitalized on current market trends.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
- Improved operational planning and business frameworks to enhance resource utilization and reduce waste.
- Accomplished multiple tasks within established timeframes.
Business Development Executive
ESOP Direct
Pune
06.2009 - 12.2010
- Built diverse and consistent sales portfolio.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Recorded accurate and efficient records in customer database.
- Facilitated sale of HRM software to customers.
- Completed daily 100 outbound calls, up to 7 hours per day.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Kept detailed records of daily activities through online customer database.
- Maintained current knowledge of evolving changes in marketplace.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Worked independently with minimal supervision
- Set and achieved company defined sales goals
Education
M.COM – Master of Commerce - Business Administration
St. Vincent’s College of Commerce, Pune University
Pune, MH 06.2014 - 04.2016
P.G.D.B.F -
Loyola Institute of Business Administration (LIBA)
Pune, MH 06.2012 - 07.2013
Bachelors - Commerce
St. Vincent’s College of Commerce, Pune University
Pune, MH 06.2006 - 05.2009
Skills
Strategic planning
Staff Management
Policies and procedures
Coaching and mentoring
Improvement initiatives
Operations management
Project Management
Accomplishments
- Successfully developed an automated workflow process by utilizing an in house technology developed tool [Baseline] by collaborating with Global reconciliation team & technology to automate manual workflow process from start of the day to end of day MIS reporting, KPI reporting, auto release of email notifications to internal clients and management dashboard and oversight.
- Achieved 1 FTE of savings in Q1 2022 by reducing over 450 reconciliations and converting it into one recon at the client level thereby reducing the efforts of completing numerous recons daily and replacing it with one recon each day. This helped in reduction of noise in the monthly reporting of aged, duplicate and material breaks and categorizing it into the relevant break category.
- Examined version change issues that occurred due to unsuccessful migration of automated tool that led to operational challenges and issues, by coordinating the efforts with the entire team of 45 resources in Pune, presenting the issues to oversight committee and getting them resolved by the vendor. Received appreciation and recognition by the senior management.
Additional Information
Strengths: Achiever, Ambitious, Analytical, Creative, Dedicated, Empathetic, Honest, Quick learner, Open-minded, Motivated, Optimistic, Strategic thinker
Timeline
M.COM – Master of Commerce - Business Administration
St. Vincent’s College of Commerce, Pune University
06.2014 - 04.2016
P.G.D.B.F -
Loyola Institute of Business Administration (LIBA)
06.2012 - 07.2013
Manager (AVP)
BNY Mellon International Operations (India) Pvt. Ltd
12.2010 - Current
Business Development Executive
ESOP Direct
06.2009 - 12.2010
Bachelors - Commerce
St. Vincent’s College of Commerce, Pune University
06.2006 - 05.2009