Pratheeksha M
Bengaluru
Summary
Results-driven Client Data Remediation Specialist at Goldman Sachs, adept in data analysis and regulatory compliance. Successfully identified root causes of discrepancies, enhancing accuracy and efficiency. Proven ability to train and mentor teams, fostering a culture of compliance and excellence in client data management. Proficient in Microsoft Office and skilled in problem-solving.
Overview
2
2
years of professional experience
Work History
Client Data Remediation Specialist
Goldman Sachs
Bengaluru
07.2025 - Current
- Mastered client data remediation through intensive training on entities, principals, and linkages, ensuring high accuracy in process execution.
- Analyzed root causes of data discrepancies across internal systems for diverse account types including IRA, joint, individual, corporate, LLC, and trusts.
- Maintained consistent client records to meet regulatory compliance and support business operations.
- Reviewed third-party due diligence documents to evaluate sources of wealth, high-risk categorizations (country/business), and FCC/PWA approval status, aiding compliance and decision-making.
- Managed EMEA client data maintenance, including guidelines and fee updates, while adhering to regulatory standards.
- Participated in front-to-back learning sessions on account guidelines, restrictions, and fees; led research on fee requests and collaborated with Asia/US teams to streamline processes regionally.
- Delivered process training to new hires on resolving data discrepancies, promoting seamless adoption of procedures and compliance.
Marketing Intern
Surfa Coats India Pvt Ltd
Bengaluru
08.2024 - 10.2024
- Developed social media and marketing strategies to support business objectives.
Marketing Intern
Muthoot Finance Pvt Ltd
Bengaluru
01.2024 - 02.2024
- Conducted organization study focused on digital transformation and marketing strategy.
Education
MBA - Finance and Marketing
Nagarjuna Degree College
Bengaluru01.2026
BCOM - Finance and Marketing Management
Seshadripuram Institute of Commerce and Management
Bengaluru09.2022
Skills
- Microsoft Office (Basic)
- TALLY (Basic)
- SAP (Basic)
- Data Remediation
- Regulatory Compliance
- Client Data Analysis
Languages
- English
- Kannada
- Hindi
- Tamil
Personal Information
- Date of Birth: 05/02/02
- Gender: Female
- Nationality: Indian
Certifications And Research
- International Conference 2024, A study on the Performance of Water ATMs
- Student Research 2024, Going Cashless - A Study on awareness and usage of UPI digital payment among college students
Timeline
Client Data Remediation Specialist
Goldman Sachs
07.2025 - Current
Marketing Intern
Surfa Coats India Pvt Ltd
08.2024 - 10.2024
Marketing Intern
Muthoot Finance Pvt Ltd
01.2024 - 02.2024
MBA - Finance and Marketing
Nagarjuna Degree College
BCOM - Finance and Marketing Management
Seshadripuram Institute of Commerce and Management