Summary
Overview
Work History
Education
Skills
Certification
LANGUAGES
Timeline
Hi, I’m

Neelam Patil

Bengaluru,KA
Neelam Patil

Summary

Senior Analyst with over 6 years of experience in investment banking operations and asset management. Proven expertise in trade settlements, FX onboarding, KYC, and back-office services across capital market instruments (FXMM, Fixed Income, Equities, OTC). Adept at managing end-to-end onboarding, broker coordination, compliance documentation, and stakeholder communication using Aladdin, FXC, and Bloomberg platforms.

Overview

7
years of professional experience
1
Certificate

Work History

DWS Group (Subsidiary of Deutsche Bank)
Bangaluru, India

Senior Analyst - Investment Banking Operations
01.2019 - 11.2025

Job overview

  • Onboarded 50+ portfolios for FX products by coordinating with internal teams and brokers on platforms like FXALL and FXC. Managed end-to-end KYC and SSI setup documentation for fund onboarding, ensuring 100% compliance with internal policies. Collaborated with global custodians and asset managers to book trades and resolve trade mismatches, reducing settlement delays by 20%. Led the trade amendment and booking process using Aladdin and SimCorp for FX, IRS, CDS, and Fixed Income trades. Provided support for outsourced portfolios by managing lifecycle events, resolving cash/position breaks, and liaising with legal for ISDA queries. Trained 10+ new hires and led process documentation to standardize onboarding workflows.

Education

CBSE
Rewa, M.P

SSC
03-2010

University Overview

Shivaji University
kolhapur

MBA from Finance
01-2018

University Overview

Shivaji University

B.Com from Commerce
01-2016

University Overview

M.P. Board

HSC
01-2011

University Overview

Skills

  • Trade Settlements (FX, Fixed Income, OTC)
  • Portfolio Onboarding & KYC
  • Broker Management & SSI Setup
  • Trade Amendments & Data Analysis
  • Cash & Position Reconciliation
  • Tools: Aladdin, Bloomberg, SimCorp, FXC, FXALL, MS Access

Certification

  • Business English Certificate (Preliminary) - Cambridge University
  • Live Project - McDonald's
  • NSS Leadership Program - Shivaji University

LANGUAGES

  • English
  • Hindi
  • Marathi

Timeline

Senior Analyst - Investment Banking Operations
DWS Group (Subsidiary of Deutsche Bank)
01.2019 - 11.2025
Shivaji University
MBA from Finance
Shivaji University
B.Com from Commerce
M.P. Board
HSC
CBSE
SSC

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Neelam Patil