Summary
Investment banking and wealth management professional with 4+ years of experience in portfolio management, financial data analysis, and supporting global investment strategies. Skilled in equity research, market risk assessment, and client portfolio optimization. Proven ability to streamline processes, enhance operational efficiency, and deliver high-quality insights for institutional and retail clients. Expertise in working with leading financial data platforms and ensuring compliance in fast-paced, high-stakes environments.
Overview
5
5
years of professional experience
Work History
Process Specialist – Retirement & Investment Operations
Fidelity Investments
02.2024 - Current
- Managed 401(k) investment operations and executed equity transactions, ensuring accurate order placements and compliance with regulations.
- Analyzed rollover requests and coordinated with multiple teams to ensure timely fund transfers and transaction updates in Fidelity systems.
- Conducted reconciliation and auditing of financial transactions, minimizing risk and ensuring financial data integrity.
- Worked closely with middle-office and controllers to assess the impact of trading strategies on global operational efficiency.
Process Specialist – Investment Banking & Wealth Management
Infosys BPM
11.2020 - 12.2023
- Supported investment banking operations for 350K+ Bloomberg clients globally, updating portfolio allocations and ensuring compliance.
- Conducted financial research using P&L; statements, balance sheets, and cash flow analysis to assist in investment decision-making.
- Collaborated with vendors such as Bloomberg, Thomson Reuters, NASDAQ, and NYSE for accurate and timely market data reporting.
- Managed corporate actions and market data adjustments across EMEA, LATAM, NA, and APAC regions.
- Provided leadership to a team of 10-15 associates, conducting training, task allocation, and quality assurance for investment operations.
- Recognized with Employee of the Year and multiple R&R; awards for outstanding performance and operational excellence.
Education
Master of Business Administration (MBA) - Finance & Marketing
01.2023
Bachelor of Commerce (B.Com) - Accounting
07.2020
Skills
Investment Banking Operations
Accomplishments
- Delivered high-quality investment insights for 350K+ Bloomberg clients globally.
- Two promotions within two years for exceptional performance and process improvement initiatives.
- Received Employee of the Year Award and multiple R&R; awards for excellence in investment banking operations.
Timeline
Process Specialist – Retirement & Investment Operations - Fidelity Investments
02.2024 - Current
Process Specialist – Investment Banking & Wealth Management - Infosys BPM
11.2020 - 12.2023
Jain University - Master of Business Administration (MBA), Finance & Marketing
SDM College - Bachelor of Commerce (B.Com), Accounting
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