Nandesh Poojari
Associate Team Leader / Financial Operations Specialist
Thane West
Summary
A dynamic and results-driven Team Leader with experienced in guiding teams to success through effective leadership, clear communication, and strategic problem-solving. Proven ability to drive team performance, improve processes, Automation and ensure customer satisfaction. SME for the team and skilled in analysis, problem solving, client communication, fund accounting & team managing with tight Deadline.
Overview
8
8
years of professional experience
1
1
Language
Work History
Associate Team Leader
Morningstar India Pvt Ltd
Vashi
07.2019 - 08.2025
- Leading a team of 13 members in achieving tight Deadlines.
- Responsible for daily team operations, delegating tasks, and ensuring targets are met on time.
- Conducting regular team meetings, providing feedback, setting goals, and aligning with company values.
- Motivating and inspiring the team members, creating a culture of collaboration, innovation, and accountability.
- We conduct a thorough analysis of mutual funds, scrutinizing their investments across various asset classes such as equities, Bond, Allocation, derivatives, private equity, commodities and alternative asset classes. This involves examining their investment strategies and objectives to gain insights into their specific focus areas.
- This classification system helps investors understand the inherent risks associated with each asset class, how it aligns with their targeted returns or wealth goals, and the potential performance through fund ratings like Morningstar's Overall Rating.
- Accurate asset class categorization is a crucial first step for investors, particularly those utilizing Morningstar's platform. It empowers them to make informed investment choices that align with their risk tolerance and wealth aspirations. This categorization system provides a foundation for selecting funds with the potential to achieve their desired returns.
- Handling escalated client inquiries.
- Conducting regular meetings with the team to discuss progress and challenges.
- Coaching junior staff members on problem-solving techniques for difficult situations.
- Implementing changes in processes or systems as required for improving efficiency.
- Developing and implementing strategies to improve team productivity.
- Collaborating with other departments within the organization to ensure smooth functioning of operations.
- Providing guidance and support to team members on daily tasks.
Financial Analyst - Associate
State Street Syntel Service Private LTD
Airoli
07.2017 - 06.2019
- Calculating NAV (Net Asset Value) on monthly Basis (Fund Accounting).
- Booking daily trades, income, derivatives, and corporate actions event.
- Ensuring data integrity: All trades (buy, sell), income, and derivatives booked, along with any custody (real side) postings, must be reflected in the accounting system to maintain balanced books.
- Any discrepancies between accounting and custody trade bookings require investigation and reconciliation to ensure accurate financial records.
- To ensure data accuracy, we conduct regular reconciliations between Investment Manager data and State Street Bank data, addressing any discrepancies in a timely manner.
- We also performed Cap stock and price the securities as well.
Education
BAF - Accounting & Finance
Mumbai University
01.2017
HSC - undefined
Dnyansadhna College of Arts & Commerce
01.2015
SSC - undefined
RJ Thakur English Medium School
01.2012
Skills
Team Leadership & Development
Research/Analysis abilities
Time Management Skills
Process Improvement & Automation
Training & Mentoring
Employee engagement
Work Planning
Quality Improvement
Client Service & Communication
SOP Adherence
Microsoft Excel
ADDITIONAL INFORMATION – ACHIEVEMENTS
- Received State Street Syntel Recognition award “Champ of the Month".
- Received 5 times State Street Syntel “Spot Recognition” for meeting deadline continuously for one of our most prestigious and priority base & high revenue client with another client’s month end deadline as well from my Team leader.
- Received 2 times State Street Syntel “Performance Converge” for having continuously 12 months highperformance through the entire team.
- Received State Street Syntel Recognition “Value Award” for my Contribution in completing client deliverable in the busiest BD’s and to work as a Troubleshooter for another team.
- Received State Street Syntel Recognition “EBRS Award” for doing my job well without any error and having engaging behavior towards work and team members.
- Received Morningstar Recognition “Star of The Quarter” for outstanding work deliverable and meeting client expectation and certifying some processes within operation team.
- Received Morningstar Recognition “Best Team Player” for helping team members to resolve theirquery/ supporting in their peak time with high flow in their process.
Timeline
Associate Team Leader
Morningstar India Pvt Ltd
07.2019 - 08.2025
Financial Analyst - Associate
State Street Syntel Service Private LTD
07.2017 - 06.2019
HSC - undefined
Dnyansadhna College of Arts & Commerce
SSC - undefined
RJ Thakur English Medium School
BAF - Accounting & Finance
Mumbai University