NIHA SULFIKAR

Associate Operations Analyst

Envestnet Asset Management Company

Trivandrum, Kerala

9 2022 - Current

Performed comprehensive portfolio management & operational support tailored for US clients, including reconciliation of custodian cash position balances, backloading historical data for client portfolios.
Tracked and analyzed investor, investment, and portfolio metrics, resulting in a 30% reduction in processing time through data-driven insights.
Taking care of all the funding instructions suggested by the client and process without delays.
Undertaking peer level quality check to avoid unnecessary delays in trading and all other monetary losses due to delays in investing.
Ensuring accuracy before the release of money in the US stock markets.
Designed and enhanced process workflows, supporting technology initiatives that improved portfolio monitoring and analysis capabilities.
Coordinating with the team to ensure that deadlines are met and the process is completed before the market closes.
Ensure Compliance by keeping financial information and Customer data highly confidential and also took training sessions to the team on importance of information security and adherence to policies.
Monitored and maintained email inbox, responding to inquiries within an hour, maintaining a 95% client satisfaction rate.
Working with U.S counter parts for smooth functioning of process and initiating calls and meetings in case of deviations from standard procedures.
Escalating issues to management which has impact on time, cost and quality.
Suggesting enhancements to ensure the work flow improvements as well as reduce the complexity and time to complete the process.
Undertaking and undergoing training sessions to keep updated about the process.
Taking part in communication focus groups to ensure that communication within the organization as well as with other stakeholders is smooth and effective.
Working with automation team and providing information to get the process automated in order to save organizational resource and time.
Supported AWM’s quarterly portfolio company monitoring process using UMP platform, enhancing data integrity and reporting accuracy by 70%