Haritha Karunakaran

• Onboarding of client trading accounts into the IMOS (Investment Middle Office Services) platform, ensuring seamless integration
• Validate client data and oversee account setup as per client instructions, ensuring accuracy and compliance
• Manage migration processes and BAU (Business as Usual) client requests, coordinating with internal teams for smooth execution
• Drive UAT (User Acceptance Testing) for new clients and products, collaborating with technology teams to enhance platform efficiency
• Supervise audit requests and ensure adherence to regulatory and operational standards
• Maintain and update procedure documents, implementing process improvements for better efficiency
• Collaborate with stakeholders to resolve account setup exceptions, proactively addressing issues to ensure accounts are set up on time for trading
• Mentor and guide junior team members, fostering knowledge sharing and skill development
• Act as a key point of contact between cross-functional teams, ensuring effective communication and timely resolution of client requests
• Identify opportunities for process optimization and automation, contributing to operational excellence
• Ensure all deliverables are met within strict deadlines, prioritizing tasks effectively to maintain high-quality standards

• Investigating and resolving any open exceptions and complex queries & issues
• Communicating efficiently with shared services teams and Client service managers to resolve open exceptions
• Training and mentoring new hires in process
• Creation and maintaining of client Detailed Procedure Document
• On-boarding new clients into reconciliation environment
• Handled escalated calls for technical support to back up team members
• Established troubleshooting strategies to help team members deal swiftly with common problems

Investment Operations Outsourcing - Analyst

06/2016 - 08/2018

• Performing FO Reconciliation production and quality check for multiple complex clients with accuracy and adherence to procedures & SLA's
• Preforming FFX Reconciliation in Tri Optima application for multiple clients and counterparties
• Validated results and performed quality assurance to assess accuracy of data
• Informing and escalating issues to Internal Management in timely manner
• Handling queries and resolving