Pooja Chandak
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, providing training on NAV calculation and trade life cycle operations. Played a pivotal role in driving enhanced client onboarding processes and implementing effective exception management strategies. Demonstrated a strong track record in developing standard operating procedures (SOPs) and conducting operational risk analysis, resulting in a significant 30% reduction in client queries and a remarkable 40% improvement in client satisfaction during previous roles at BNY Mellon.
Overview
9
9
years of professional experience
1
1
Certification
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
B.Com - Accounting
G.S. College of Commerce & Economics
Skills
- Team collaboration
- Attention to detail
- Time management
- Decision-making
- Problem-solving
- Process analysis
- Public speaking
- Hedge fund operations
- IFRS and GAAP
- Reconciliation
Certification
SEBI Investor Certification Examination, NISM
BCG - Introduction to Strategy Consulting Job Simulation, Forage
JPMorgan Chase - Investment Banking Job Simulation, Forage
Operational risk management, Udemy
CERTIFICATIONS
03-2025
Timeline
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
B.Com - Accounting
G.S. College of Commerce & Economics
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