Pavithra Sriramulu Kumar
Business Process Lead
Bengaluru
Summary
To leverage my 14+ Years of expertise in data analytics,Investment Performance Reporting,Capital Market,Investment operations,income Processing and fund accounting to deliver accurate financial reporting, drive process improvements, and contribute to organizational growth while continuously learning and developing new skills.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
1
1
Language
1
1
Certification
12
12
years of professional experience
Work History
Business Process Lead
Tata Consultancy Services
- Britannia Global Market (03-07-2026 to Till date)
- Standard Chartered Bank (26-02-2026 to 02-07-2026)
- Transitioned recruitment and operational processes, ensuring smooth knowledge transfer and stabilization.
- Managed end-to-end recruitment: candidate sourcing, interview coordination, scheduling, and communication.
- Designed and delivered training programs, onboarding associates, and preparing process-specific materials.
- Led team management activities including attendance, leave, performance monitoring, and workforce coordination.
- Coordinated client interviews, achieving successful selection of trained associates.
- Received multiple appreciation awards for training delivery, client engagement, and team development.
Investment Operations
American Century Investment Inc LLC
11.2023 - 04.2025
- Led performance analysis and investment data validation for equity and fixed income teams.
- Validated daily/monthly reports using Tableau, DBeaver, Eagle PACE, and BlackRock Aladdin.
- Conducted quality governance, defect detection, and corrective actions, earning client appreciation.
- Prepared annual reports and disclosures for senior leadership.
- Developed SOPs, structured training plans, and trackers to enable effective onboarding and self-learning.
- Achieved 100% accuracy with zero defects, recognized for innovation and automation ideas.
Data Operations
Polen Capital
06.2021 - 11.2023
- Directed end-to-end data operations governance across performance, investment, and analytics.
- Oversaw reporting across AUM, UCITS, SMA, UMA portfolios ensuring compliance and accuracy.
- Utilized SQL, Tableau, Power BI, Python, and Alteryx for data extraction, validation, and visualization.
- Implemented reconciliation and performance verification using Bloomberg, minimizing discrepancies.
- Mentored analysts, enforced audit controls, and collaborated with stakeholders for process improvements.
Process Specialist
HCL Technologies
11.2020 - 05.2021
- Calculated and analyzed NAV for mutual funds, fixed income, and cash funds.
- Performed reconciliation of trades, cash, and positions; resolved breaks and escalations.
- Settled corporate actions (dividends, calls, coupons).
- Authored process manuals and trained new joiners.
- (State Street)
Process Analyst (SME)
NIIT Technologies
03.2017 - 11.2020
- Managed traditional asset income (maturity, interest, dividend, GNMA, CMO).
- Researched missing payments via Bloomberg and posted accurate entries.
- Drafted SOPs, handled client queries, and ensured SLA/KPI adherence.
- Conducted client calls, trained new hires, and prepared balance scorecards.
- (Coforge Ltd)
Sr. Transaction Processing Officer
Mphasis Pvt Ltd
10.2013 - 02.2017
- Researched and updated cost basis for securities impacted by corporate actions.
- Processed inheritance/gift transfers, ensuring SLA compliance.
- Calculated cost basis for equities, fixed income, and mutual funds.
- Prepared daily SLA reports and ensured timely process completion.
Education
B.COM - Accounting And Finance
Sri Sai Women's College
India 04.2001 -
PUC - 10+2
Sri Sai Women's College
01-2010
SSLC - undefined
Shama Vidya Shalaa
01-2008
Skills
Data Analytics & Reporting Tools: SQL, Tableau, Power BI, Python, Alteryx
Investment & Fund Accounting Platforms: Eagle PACE, BlackRock Aladdin, Portfolio Information Centre, IRP
Enterprise Systems: ActiveBatch
Team building and motivation
Operational excellence
Data-driven decision making
Process improvement expertise
Innovation and creativity
Process mapping
Business analysis
Workflow optimization
Performance metrics development
Teamwork and collaboration
Cross-functional team leadership
Problem-solving
Time management
Attention to detail
Problem-solving abilities
Multitasking
Multitasking Abilities
Reliability
Excellent communication
Organizational skills
Team collaboration
Team leadership
Active listening
Decision-making
Effective communication
Adaptability and flexibility
Relationship building
Operational efficiency
Team building
Task prioritization
Self motivation
Interpersonal skills
Customer relationship management
Analytical thinking
Goal setting
Interpersonal communication
Time management abilities
Strategic planning
Continuous improvement
Adaptability
Inventory management
Quality assurance
Written communication
Project management
Organizational development
Data analysis
Risk management
Project planning
Performance management
Process improvement
Improvement plans
Performance metrics
Market research
Business development
Financial analysis
Change management
Key performance indicators
Analytical skills
Regulatory compliance
Process analysis
Business intelligence
Resource allocation
International mobility management
Business continuity planning
Business strategy development
Experience in leadership
Business reporting
Accomplishments
- TCS: Certificates – Influencer, Xcelerate Warrior, Continuous Feedback Star, Excellence & Brilliance, Stunning Performance.
- American Century Investments: Recognized for defect detection, SOP creation, and automation ideas.
- Polen Capital: Delivered accurate reporting across portfolios, mentored analysts, and improved governance.
- HCL Technologies: Client appreciation for transition wave activities.
- NIIT Technologies: Inspire Award (6x), R&R Awards (13x), Pat on Back (7x), AOE Award (2 years consecutively).
- Mphasis: Best Promising Newcomer, Quality Champ (2x), Spirit of Winning (3x), R&R (9x).
Certification
Currently working on Data Analytics/Business Analytics - NASSCOM Certificate
Timeline
Investment Operations
American Century Investment Inc LLC
11.2023 - 04.2025
Data Operations
Polen Capital
06.2021 - 11.2023
Process Specialist
HCL Technologies
11.2020 - 05.2021
Process Analyst (SME)
NIIT Technologies
03.2017 - 11.2020
Sr. Transaction Processing Officer
Mphasis Pvt Ltd
10.2013 - 02.2017
B.COM - Accounting And Finance
Sri Sai Women's College
04.2001 -
SSLC - undefined
Shama Vidya Shalaa
Business Process Lead
Tata Consultancy Services
PUC - 10+2
Sri Sai Women's College