Himanshu Mehra
New Delhi
Summary
Dynamic Senior Associate with Incedo Inc., specializing in trade lifecycle management and reconciliation. Proven track record in enhancing operational efficiency through process automation and cross-functional collaboration. Expert in SQL and adept at client onboarding, driving successful integration of asset servicing processes while ensuring compliance and data integrity.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Associate - Wealth Management Operations
Incedo Inc.
New Delhi
09.2022 - Current
- Lead core functions across custody operations, including asset transfers, post-trade settlements, and end-of-day trade reconciliations, ensuring data integrity and timely resolution of exceptions using Broadridge Reconciliation Software.
- Provide pre- and post-trade operational support for multi-strategy investment accounts, enabling seamless trade execution and settlement processes via Vestmark and internal trading systems.
- Own the client onboarding lifecycle, from account setup and KYC integration to system configuration and documentation—ensuring operational readiness and compliance with global standards.
- Coordinate and process corporate actions to safeguard client entitlements and maintain accurate portfolio records.
- Act as a key liaison between front office, technology, and global custodians, ensuring alignment across trade workflows, system enhancements, and exception management.
- Drive process improvement and automation initiatives in partnership with senior leadership and client stakeholders, with a strong focus on scalability and control.
- Successfully led the transition of two major pilot projects, including the full operational integration of a newly acquired firm’s asset servicing processes.
- Utilize SQL, Salesforce, Broadridge, and Vestmark to automate workflows, generate trade lifecycle reports, and enhance reconciliation accuracy.
- Managed team resources, including assigning tasks, monitoring progress, and ensuring SLAs were met.
Education
BBA+MBA (Dual Degree) - Finance And Marketing
Amity School of Business - Amity University
Noida12-2021
Skills
- Trade Lifecycle Management & Reconciliation (Broadridge, Vestmark)
- Post-Trade Settlements, Corporate Actions & Custody Transfers
- Client Onboarding
- Process Automation & Operational Efficiency
- SQL, Salesforce, Advanced Excel, PowerPoint
- Cross-Functional Collaboration & Problem Solving
Certification
Financial Modelling and Valuation
- Completed an intensive course on financial modelling and valuation, covering advanced techniques in Excel, financial statement analysis, and valuation methodologies like WACC and DCF.
- Developed practical skills through hands-on projects and case studies, including the preparation of financial models for companies such as Kellogg's,Apple, Netflix, and McDonald's.
Languages
Hindi
First Language
English
Proficient (C2)
C2
French
Elementary (A2)
A2
Timeline
Senior Associate - Wealth Management Operations
Incedo Inc.
09.2022 - Current
BBA+MBA (Dual Degree) - Finance And Marketing
Amity School of Business - Amity University