Kriti Katoch
Ghaziabad
Summary
Seasoned Operations Manager with background in streamlining processes to enhance productivity and efficiency. Offers proven strengths in strategy development, team leadership, and financial management. Notable for reducing costs while improving customer service standards in previous roles. Skilled in leveraging data-driven insights to optimize operational performance and business growth.
Overview
12
12
years of professional experience
Work History
Manager of Operations
Citicorp Services India Private Ltd. (CSC, Gurugram)
Gurga
2023.01 - Current
- Efficiently handled the daily operations for 26 clients, maintaining compliance with rigorous SLAs and generating approximately 55 reports on a regular basis.
- Demonstrated leadership in seamlessly transitioning the entire compliance monitoring process. Onboarded 4 new clients throughout tenure as manager of operations while skillfully managing numerous problem-free fund launches.
- Proficiently monitored compliance and investigated numerous post-trade breaches over a span of more than 4 years, consistently delivering comprehensive reports to the client.
- Expertise in implementing lawcard rules within the current compliance monitoring system while utilizing client-provided prospectuses' and IMAs for matrix preparation. Worked closely with production support team to establish new rule structures, edit existing logics, and improve syntax effectiveness.
- Provided leadership and direction to team members, ensuring project completion on schedule.
- Built strong connections with oversight partners and successfully executed intricate client requests.
Assistant Manager
Citicorp Services India Private Ltd. (CSC, Gurugram)
Gurgaon
2020.05 - 2022.12
- Handled post trade compliance monitoring across Dublin, UK, and LUX regions; successfully resolving a significant number of complex breaches.
- Prepared regulatory notifications for active breaches, submitting to supervisory authorities like CSSF Luxembourg, involving complex impact calculations and official notification preparation.
- Facilitated communication between clients, sub-fund managers, and oversight to address conflicts arising from breach notifications.
- Ensured the preparation of auxiliary reports as per client specifications and delivered them on time with utmost accuracy.
Team Leader
Mercer Consulting India Pvt. Ltd., Noida
Noida
2018.12 - 2020.05
- Managed a team of three research analysts, providing mentorship and reviewing their reports.
- Met SLAs, allocated daily work, maintained quality control and implemented process improvement initiatives
- Streamlined information flow between onshore and offshore colleagues to address process updates and resolve queries
- Ensured proper upkeep of methodology and process documents such as Standard Operating Procedures and Workflow Trackers.
Process Developer
Mercer Consulting India Pvt. Ltd., Noida
Noida
2016.06 - 2018.11
- Performed performance reporting functions including data aggregation, investment performance calculation, and attribution analysis.
- Hands-on expertise in utilizing performance reporting software such as investor force and investment metrics.
- Enhanced project success by conducting independent work and mentoring new joiners.
Senior Analyst
Mercer Consulting India Pvt. Ltd., Noida
Noida
2015.05 - 2016.05
- Produced comprehensive research reports analyzing mutual fund strategies by assessing qualitative criteria like investment process, philosophy, team turnover and risk management techniques.
- Ensured the accuracy and accessibility of methodology and process documents such as Standard Operating Procedures and Workflow Trackers
Analyst
EXL Services India Pvt. Ltd., Noida
Noida
2013.08 - 2015.05
- Meticulously managed client portfolios by overseeing investment holdings, computing cash balances, analyzing turnover data and tracking portfolio returns.
- Provided timely performance reports to investment managers, hedge funds and family businesses as part of their regular processing cycles.
- Managed the transition of operations and client onboarding across multiple platforms.
- Streamlined portfolio updates for corporate actions, enabling investment managers to analyze the impact on portfolio performance.
- Demonstrated proficiency in accessing information from various custodian websites like Charles Schwab, JP Morgan, Wells Fargo, Northern Trust and BNY Mellon.
Finance Analyst
Global Automation India Private Limited, Bangalore
Bengaluru
2012.08 - 2013.06
- Analyzed private equity funds' financial statements on a quarterly basis to evaluate portfolio performance.
- Identified and processed corporate actions for portfolio companies.
- Reported identified discrepancies to investment managers.
Education
MBA - Finance
Vivesvaraya Technological University
Bengaluru, KA2012-07
B.Tech - Electronics And Telecommunication
Uttar Pradesh Technical University
Noida, UP2009-06
CBSE - 12th Boards -
Ryan International School
Noida, UP2005-03
CBSE - 10th Boards -
Ryan International School
Noida, UP2003-03
Skills
- Performance monitoring
- Performance reporting
- Workflow Optimization
- Data Analysis
- Cross-functional communications
- Planning and Implementation
- Operations Management
- Team Leadership
- Risk Management
- Regulatory Compliance
Timeline
Manager of Operations
Citicorp Services India Private Ltd. (CSC, Gurugram)
2023.01 - Current
Assistant Manager
Citicorp Services India Private Ltd. (CSC, Gurugram)
2020.05 - 2022.12
Team Leader
Mercer Consulting India Pvt. Ltd., Noida
2018.12 - 2020.05
Process Developer
Mercer Consulting India Pvt. Ltd., Noida
2016.06 - 2018.11
Senior Analyst
Mercer Consulting India Pvt. Ltd., Noida
2015.05 - 2016.05
Analyst
EXL Services India Pvt. Ltd., Noida
2013.08 - 2015.05
Finance Analyst
Global Automation India Private Limited, Bangalore
2012.08 - 2013.06
MBA - Finance
Vivesvaraya Technological University
B.Tech - Electronics And Telecommunication
Uttar Pradesh Technical University
CBSE - 12th Boards -
Ryan International School
CBSE - 10th Boards -
Ryan International School