Himanshu Rameja
Bangalore
Summary
Senior Operations Leader with over 14 years of expertise in Private Wealth Management, Investment Research, Data Research and Financial Services Operations. Demonstrates a proven track record in orchestrating large, multi-skilled teams to deliver superior client and regulatory reporting, adeptly managing escalations, fortifying risk and control frameworks, and spearheading process automation to enhance efficiency and scalability.
Overview
15
15
years of professional experience
Work History
Vice President – Team Manager, Client Reporting &
Goldman Sachs
Bangalore
11.2024 - Current
- Lead a ~20-member operations team responsible for end-to-end delivery of client reports and regulatory reports within Private Wealth Management, ensuring accuracy, timeliness, and adherence to SLAs and regulatory standards.
- Own operational governance for client reporting and communications, including workload planning, prioritization, issue management, and service quality assurance.
- Serve as the primary escalation point for client queries, operational issues, and stakeholder concerns, ensuring prompt resolution and minimal client impact.
- Drive process streamlining and automation initiatives to reduce manual effort, improve turnaround time, and enhance control effectiveness across reporting workflows.
- Oversee risk and control management for the function, including control execution, issue tracking, remediation planning, and ongoing risk assessments.
- Define, monitor, and present KPIs and KRIs to senior management, providing insights into delivery performance, operational risk exposure, and process stability.
- Lead and contribute to RCSA activities, ensuring risks are accurately identified, controls are appropriately designed, and remediation actions are tracked to closure.
- Provide strong people leadership through performance management, coaching, succession planning, and development of SOPs to support scalability and business continuity.
Vice President, Team Lead
Goldman Sachs
Bangalore
11.2018 - 10.2024
- Led an 8-member team in Data Management & Analytics, managing financial and reference data for research and reporting.
- Ensured high data quality and timely operational delivery while resolving issues and escalations.
- Collaborated with Research, Sales, Compliance, and Technology teams on product development and workflow enhancements.
- Drove automation initiatives using Python, SQL, and VBA, reducing manual effort and improving turnaround time.
- Managed client subscriptions and invoicing processes, ensuring compliance with regulatory requirements such as MiFID II.
- Oversaw disclosure management processes to mitigate regulatory and reputational risks effectively.
- Conducted UAT for system enhancements and process changes, facilitating stable transitions into BAU operations.
- Developed SOPs and training materials to enhance onboarding, cross-training, and operational resilience.
Associate
Goldman Sachs
Bangalore
10.2013 - 10.2018
- Worked closely with Equity analyst teams globally to Improve data quality of all models and financial statements Perform regular quality reviews of the Quantum database and work with stakeholders to build upon/enhance existing quality standards.
- Addressing to the client requests on the financial models built by the equity analyst, making sure the models are up to date and quality approved.
- Reviewing the financial models to ensure the model built matches the standard and is without any errors in the valuation or modeling/forecasting.
- Manage and execute data feed requests from Sales/external clients while ensuring appropriate data quality controls are met.
- Work closely with the head of Data Mgmt & Analytics to improve upon existing workflows, as well as key stakeholders to define reporting metrics that measure data quality improvements across the division.
- This also includes the UAT (User acceptance Testing) of the new enhancements coming in the workflow.
Sr. Research Analyst
JBA InfoTech, William O'Neil Pvt. Ltd
Bangalore
05.2011 - 09.2013
- Reconciliation of GAAP to Non-GAAP, normalization of financial statements across different accounting standards and on the basis of recurrence and non-recurrence of items.
- Primary and secondary financial research in NYSE/AMEX listed companies which involves preparing earnings reviews, reports, analyzing company's earnings releases and deriving revenues, net income and EPS by taking into account the effects of one-time, infrequent and non-recurring items.
- Analysis of Financial reports of the NYSE/AMEX listed companies (Press Releases, 10Ks and 10Qs, etc) and updating Income Statement, Balance Sheet, Cash Flow and other relevant data into the product.
- Collection of information on the shareholding pattern and calculation of the floating shares of the company using proxy information.
- Collecting news on daily basis and summarize and provide value-adding analysis, prepare charts, tables and create databases.
Education
MBA - Finance
M.S Ramaiah College, Bangalore University
Bangalore01.2011
B.B.M -
College of Commerce & Management Studies, MLS University
01.2009
Skills
- Client and regulatory reporting
- Operational risk and controls
- Process governance and escalation
- Automation and efficiency
- Stakeholder and client management
- User acceptance testing and change management
- Financial data oversight
- SOP documentation and training
- Data research and management
Hobbies and Interests
- Travelling
- Listening music
- Cricket
- Playing Keyboard
Timeline
Vice President – Team Manager, Client Reporting &
Goldman Sachs
11.2024 - Current
Vice President, Team Lead
Goldman Sachs
11.2018 - 10.2024
Associate
Goldman Sachs
10.2013 - 10.2018
Sr. Research Analyst
JBA InfoTech, William O'Neil Pvt. Ltd
05.2011 - 09.2013
MBA - Finance
M.S Ramaiah College, Bangalore University
B.B.M -
College of Commerce & Management Studies, MLS University