Nikita Jangid
Summary
Versatile Analyst with expertise across investment operations—including daily accounting reviews, reporting, fee billing, and client onboarding. Demonstrated success in driving process improvements, from building automated dashboards to resolving data discrepancies quickly. Strong collaborator and quality partner with experience coordinating across teams, managing critical deliverables, and supporting smooth operational workflows.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Analyst
Northern Trust
Pune
01.2023 - Current
- Analyzed custody data and applied fee parameters to build reliable calculation templates resulting in consistent and error free invoice generation.
- Streamlined the monthly and quarterly account signoff process through proactive issue tracking and coordinating efficiently with resolution teams, reducing turnaround time, enhancing client satisfaction.
- Generated and validated white label reports by consolidating data from multiple sources, handling 150+ reports per cycle, ensuring accurate and timely delivery.
- Managed large scale daily review of client accounts, identifying any discrepancies and ensuring quick resolution.
- Collaborated with 2-member team to lead the onboarding of new client, conducting end to end production testing and resolving initial setup issue to ensure a seamless transition into BAU operations.
- Acted as the quality check partner across all core processed within the team, reviewing peers work to ensure accuracy, compliance with SOPs.
- Acted as the primary point of contact for client and CSMs, coordinating on any updates, challenges or operational changes.
- Redesigned the EOD model with power BI dashboard to replace a excel pivot table used for EOD stats, that provides summary of report which were delivered to the clients.
- Developed an Excel VBA macro to reduce the turnaround time on exception checks for zero accrual by over 70%, freeing up resources for higher value client servicing task.
- Conducted regular knowledge-sharing sessions and brainstorming initiative within the team to enhance process understanding, cross-training and overall operational efficiency.
- Managed data extraction from various custody portals to support reconciliations, billing calculation, and investment reporting processes
Finance Executive
Krishna Agro
Chhatrapati Sambhajinagar
04.2022 - 07.2022
- Processed and maintained accurate records of accounts payable and receivable, ensuring timely billing and payment cycles.
- Maintained accurate inventory records through routine audits and real-time data entry in inventory management systems.
- Conducted customer satisfaction surveys, analyzed feedback, and provided actionable insights to enhance service quality and customer experience
Education
MBA - Finance
MGM Institute of Management & Research
Chhatrapati Sambhajinagar06-2023
B.Com -
S.B.E.S Arts & Commerce College
Chhatrapati Sambhajinagar06-2021
Skills
- Billing processes
- Client onboarding
- Report generation
- Issue resolution
- Account management
- Client reporting
- Power BI, Advanced Excel
Accomplishments
- Acknowledged 8 times in quarterly R&R for being highly accountable and 3 times by oversight for delivering client-centric excellence.
Certification
- Certificate course in Generative AI
Timeline
Senior Analyst
Northern Trust
01.2023 - Current
Finance Executive
Krishna Agro
04.2022 - 07.2022
MBA - Finance
MGM Institute of Management & Research
B.Com -
S.B.E.S Arts & Commerce College