Mukesh Kumar

1. Team Building and Expansion:

- Initiated India performance and analytics team establishment.

- Successfully transitioned functions to the new team.

- Expanded team from 3 to over 20 members in two years, showcasing effective leadership.

2. Project Accomplishments:

- Completed critical risk and analytics project, migrating attribution reporting to FactSet.

- Achieved seamless transitions for asset class divisions in equity, fixed income, and multi-asset reporting.

3. Leadership and Strategic Oversight:

- Provided strategic oversight throughout the project lifecycle.

- Demonstrated strong leadership, managing diverse teams and fostering collaboration.

4. Project Delivery:

- Successfully delivered project within the timeframe, emphasizing efficiency and commitment.

- Maintained high project delivery standards, meeting or exceeding client expectations.

5. Technology Integration:

- Implemented smooth FactSet integration for efficient attribution reporting.

- Ensured technology supported asset class-wise reporting for equity, fixed income, and multi-asset segments.

6. Quality Assurance and Oversight:

- Established robust quality assurance processes for accuracy in performance analytics.

- Implemented oversight mechanisms for continuous improvement and excellence within the team.

7. Client Satisfaction:

- Received positive client feedback for successful project outcomes.

- Maintained open communication, ensuring project deliverables aligned with client expectations.

8. Continuous Improvement:

- Fostered a culture of continuous improvement.

- Conducted regular evaluations and feedback sessions for process refinement.

- Maximized performance through daily activity monitoring and team member mentoring.

- Conducted precise Attribution reporting.

- Enforced internal quality guidelines, ensuring project adherence within allocated time and budget.

- Identified and addressed process gaps, formulating action plans for improvement.

- Analyzed FactSet and PACE data, effecting necessary changes in the Data Central.

- Executed data checks from Bloomberg terminal, mitigating business risks.

- Proficiently performed attribution analysis and expertly reported on product performance.

- Compiled and reported Management Information System (MIS) to senior management.

- Evaluated performance against benchmarks like S&P and composite indices.

- Executed monthly corporate actions (e.g., stock split, Sedol & ISIN change, dividend reinvestment).

- Calculated returns (total return, capital return, contribution to return, etc.).

- Implemented process automations, resulting in significant annual time savings.

- Created professional investment factsheets (PIF) monthly.

- Maintained meticulous attention to detail and conducted self-quality checks.

- Executed reports punctually and accurately under stringent deadlines.

- Conducted analysis of existing functionalities/applications, identifying gaps, and formulating enhancement roadmaps as a Financial Analyst.

- Conducted initial testing for the migration process.

- Identified stakeholders and Lines of Business (LOB) for deficiency identification and correction methodology.

- Created and reviewed Functional Requirement Documents (FRD) and Business Requirement Documents (BRD).

- Worked with SLI client.

- Developed Standard Operating Procedures (SOPs) for new migrations.

- Identified and managed risks to ensure elimination.

- Successfully migrated Ally and Babylon funds to the India team.

- Executed migration, performed training for new employees, and identified eligible candidates for internal audits.

- Prepared checklists for each department and process.

- Reviewed internal control procedures, reporting smooth functioning to management.

- Challenged current practices, enhancing internal risk controls.

- Ensured compliance with rules, codes of practice, business ethics, internal guidelines, and principles.

- Responsible for preparing and presenting monthly MIS reports to upper management.

- Accounted for expenses during book closure.

- Prepared financial statements, ensuring compliance with statutes and regulations.

- Conducted analytical checks for accurate financial statement presentation.

- Closed books monthly via GFCM sign-off.

- Daily reviewed and analyzed variances in business entities through Frontier.

- Reviewed all balance sheet reconciliations.

- Prepared Balance Sheet analysis with commentary for CFO's review.

- Coordinated with business on process-related issues.