Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
NIDHI PANT

NIDHI PANT

Bengaluru

Summary

Strategy and Business Analytics professional with 12 years of experience across asset management and financial services. Experienced in strategic initiatives, cross-functional transformation, project transitions, executive reporting, client experience and market intelligence. Strong track record translating complex business, client and market insights into actionable priorities, aligning senior stakeholders and driving initiatives from insight through execution. Brings deep asset-management domain knowledge with a structured, data-driven approach to decision enablement and change.

Overview

1
1
Certification
13
13
years of professional experience

Work History

Manager – Business Analytics, Business & Market Intelligence

State Street Investment Management
Bengaluru
09.2020 - Current
  • Strategic Analytics & Executive Reporting – Lead analytics across pipeline health/velocity, revenue forecasting, client retention, win/loss, business-at-risk, industry trends and shifts in client strategy; translate findings into leadership priorities.
  • Enterprise Performance Governance – Develop KPI, OKR and scorecard frameworks with Sales and Investment leadership, aligning performance measures with business objectives and enabling consistent visibility across business lines.
  • Industry & Competitive Intelligence – Deliver peer benchmarking, market-share and performance dashboards using Broadridge, Salesforce and P&I data to inform resource allocation, strategic positioning and business priorities.
  • Client Experience Transformation – Led NPS program end-to-end, managing survey design, campaign execution, and analysis; identified client drivers and improvement opportunities.
  • Insight-to-Action – Led firm-wide sessions translating NPS findings into actionable insights across Product Innovation, Marketing, and Operations functions.
  • Cross-Functional Alignment – Partnered with group owners to share insights on client feedback and initiatives, fostering alignment from insight to execution.
  • Executive Stakeholder Engagement – Prepare QBRs, performance reviews and executive-ready narratives; partner with senior leaders, Sales, Investment, Product, Coverage and Marketing stakeholders to prioritize initiatives.
  • Transformation & Automation – Scope projects, define requirements/report templates and initiate automation strategies; improved reporting efficiency 20%, reduced cycle time by one day and released capacity for strategic priorities.
  • AI & Data Science – Develop use cases for segment analysis, deal probability and timeline estimation; leverage Gen-AI to accelerate insight generation using quantitative and qualitative data.
  • Leadership – Manage and guide project contributors across deliverables; promoted three times in five years and recognized through multiple Bravo Awards.

Senior Analyst

JPMorgan Chase & Co.
Bengaluru
02.2019 - 08.2020
  • Transformation & Transition – Led offshore project transitions, established production teams and strengthened cross-resiliency; delivered 1.5 FTE capacity savings through automation.
  • Investment Management Support – Acted as SME for investment desks, collaborating with Client Portfolio Managers, Compliance, and RFP teams on requirements and enhancements.
  • Stakeholder & Vendor Management – Streamlined fund reporting and data processes for global stakeholders and vendors, enhancing product management efficiency.
  • Operational Improvement – Reduced fund reporting turnaround from three days to two days through process improvement and automation.
  • Operating Model – Supported transition planning, process redesign, and knowledge transfer to establish a resilient global delivery model.

Senior Business Analyst

Evalueserve
Gurugram
04.2016 - 02.2019
  • Asset Management Strategy – Analyzed market, and competitive data across leading asset managers; delivered industry-context and peer-performance analysis by asset class to inform strategic decisions.
  • Fund & Market Intelligence – Analyzed fund flows, net new money, allocation, holdings and performance using client information systems and Thomson Reuters Eikon.
  • Client & Delivery Management – Managed client communications, timelines, and effort estimation, coordinating project expansion to align with evolving requirements and stakeholder needs.
  • Project Transition – Led transition and team setup for a fee-analysis project from a European stock exchange, scaling to eight members while redesigning processes to reduce workload to six FTEs.
  • Executive Communication – Prepared strategy presentations, pitchbooks, ESG reports and CIO views supporting senior client stakeholders and business development.
  • Recognition – Earned “Power of One” and “Best Client Analyst” awards at quarterly townhalls for contributions to client success and team collaboration.

Compensation Analyst

Aon Hewitt
Gurugram
01.2014 - 07.2015
  • Provided executive advisory support through data analysis and benchmarking, enhancing executive compensation consulting with valuation insights and comprehensive market data.
  • Conducted analytics and benchmarking for pay-practice submissions and financial ratios, analyzing detailed submissions, company profiles, financial statements, and revenue trends to inform compensation strategies.
  • Performed valuation and research on compensation components and financial filings. – Valued compensation components including stock-based compensation, perquisites and benefits; built research databases using Proxy, 10-K, 8-K and RNS filings.

Education

B.A. (Hons.) - Business Economics

Shivaji College, University of Delhi
01-2013

Skills

  • Asset Management
  • Program management
  • Stakeholder Management
  • Transition Management
  • Client experience
  • KPI / OKR Governance
  • Vendor Management
  • Data transformation
  • Broadridge
  • Salesforce
  • Tableau
  • Alteryx
  • Advanced Excel
  • Qualtrics
  • Thomson Reuters Eikon
  • Gen-AI Tools
  • Cross-functional collaboration
  • Strategic analytics

Certification

  • Alteryx Foundation
  • CFA Investment Foundation
  • Tableau
  • Agile Foundation

Accomplishments

  • Translated client/NPS insight into cross-functional action through working groups spanning Product, Marketing, Thought Leadership, Technology, Onboarding, and Client Relationship Management.
  • Led project and transitions at JPMorgan and Evalueserve, combining team setup, process redesign, knowledge transfer, and automation.
  • Built enterprise performance visibility through OKRs, KPIs, scorecards, pipeline/revenue dashboards, and executive reporting.

Timeline

Manager – Business Analytics, Business & Market Intelligence

State Street Investment Management
09.2020 - Current

Senior Analyst

JPMorgan Chase & Co.
02.2019 - 08.2020

Senior Business Analyst

Evalueserve
04.2016 - 02.2019

Compensation Analyst

Aon Hewitt
01.2014 - 07.2015

B.A. (Hons.) - Business Economics

Shivaji College, University of Delhi
NIDHI PANT