Neha Kumari

In quest of challenging assignments in a growth-oriented Organization PROFESSIONAL SUMMARY A highly motivated and operational excellence professional. Having 7 years of experience in Investment Consulting, Fund Manager Research & Performance Measurement Reporting. Currently associated with Aon (provides Risk, Retirement Consulting Services & one of the largest insurance broker in the world based on revenue). Working as Lead Investment Associate. Possess solid operational skills, with excellent multitasking capabilities to lead both Operations and People to deliver great results. Leading the UK & Ireland region for Global Client Reporting team.

• Leads UK Region which consists of 14 people and multiple deliverables primary being the Quarterly Monitoring Reports for DB and DC clients, Manager Selection Reports, Monthly Asset and Performance Updates, Charities Pitchbook & Bloomberg Data Support Conducting monthly 1x1's, yearly and mid-year Performance Appraisal. Organizes weekly team meeting for UK region for sharing the work status and addressing operational issues related to any deliverables. Managing workflow of complex deliverables like QMRs using Maestro tool. Presenting Monthly Operational Dashboard to leadership team on the performance of the team. Assisting programmers for building new in-house client database CDI- Client Data Interface. Designing QMR templates for different regions and expanding UK to other EMEA regions which include Ireland and Portugal. Performed as a reliable checker and scrutinizer. Preparing process transition schedule for any new process getting on-boarded. Played a role of trainer and guide to the entire team. Communicating with Onshore Consultants and Investment managers in sourcing data, setting and negotiating the deadline so that the output is not compromised, and team is not overburdened. Handling IT issues of the team. Nominating team members for Quarterly Rewards & Recognition and writing citation for them.
• Gold Award for delivering results in client value by handling Ireland region. Unmatched Golden Award for delivering Performance Reports with excellent quality. Platinum Award for Unmatched Team for successful transition of UK DB CW QMRs. Unmatched Golden Award for successful transition of Manager Selection Reports H1 Mercuri Plus Award for building Macro Enabled Template for Manager Selection Report which enhances the accuracy and saves 495 hours per quarter. A.I.M. & Lead Course Completion Certificate Was the first to be selected from the team to travel and transition 300 reports from UK. Received an opportunity to work with colleagues in Birmingham and London for 4 weeks in 2014.
• Transitioned 200 DB clients from Birmingham, UK Transitioned Ireland DC & DB clients for Advisory services. Transitioned Portugal DB & DC clients for Advisory services.

• Documented and resolved [Issue] which led to [Results].