Pooja Chandak
Associate Consultant
Bengaluru
Summary
Experienced Associate Consultant specializing in financial operations with over 8 years of expertise in fund administration, investor servicing, and income reconciliation. Oversaw hedge fund accounting at Northern Trust and delivered training on NAV calculation and trade life cycle operations. Played a key role in driving enhanced client onboarding processes and effective exception management. Demonstrated a proven track record in developing SOPs and conducting operational risk analysis, resulting in a 30% reduction in client queries and a 40% improvement in client satisfaction during previous roles at BNY Mellon.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
Work History
Associate Consultant -Hedge Funds
Northern Trust
01.2023 - Current
- Delivered expert training on hedge funds, NAV calculation, corporate actions, and trade life cycle operations
- Collaborated with reconciliation and fund reporting teams to align processes across fund accounting and investor services
- Created SOPs and training modules to enhance cross-functional knowledge transfer and audit readiness
- Engaged in operational risk analysis and exception handling related to post-trade settlement and client reporting
Senior Reconciliation Representative
BNY Mellon
08.2016 - 12.2022
- Led exception processing for income reconciliation with 99% accuracy, reducing client queries by 30%
- Investigated and resolved 200+ reconciliation breaks, improving client satisfaction by 40%
- Reduced follow-up issues by 95% through expert resolution of cash and unit breaks
- Partnered with fund accounting teams to ensure accuracy in cash and security positions
- Delivered high-quality internal reporting and supported audit requirements
Education
MBA - Finance & Operations
Shri Ramdeobaba College of Engineering & Management
Nagpur 06.2014 - 06.2016
B.Com - Accounting
G.S. College of Commerce & Economics
Nagpur 06.2011 - 06.2014
Skills
- Cross-functional team collaboration
- Process analysis
- Effective implementation
- Proficient problem-solving
- Effective time management
- Analytical decision-making
- Engaging presentation skills
- Thorough review processes
- MS office
- IFRS and GAAP
Certification
SEBI Investor Certification Examination, NISM
Timeline
SEBI Investor Certification Examination, NISM
03-2025
BCG - Introduction to Strategy Consulting Job Simulation, Forage
03-2025
JPMorgan Chase - Investment Banking Job Simulation, Forage
03-2025
Operational risk management, Udemy
03-2025
Associate Consultant -Hedge Funds
Northern Trust
01.2023 - Current
Senior Reconciliation Representative
BNY Mellon
08.2016 - 12.2022
MBA - Finance & Operations
Shri Ramdeobaba College of Engineering & Management
06.2014 - 06.2016
B.Com - Accounting
G.S. College of Commerce & Economics
06.2011 - 06.2014
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