Summary
Overview
Work History
Education
Skills
Disclaimer
Timeline
Generic

Priyanka S

Bangalore

Summary

Senior Analyst with 9+ years of experience across Fidelity Investments and Tata Consultancy Services. Known for strong collaboration skills and adaptability in fast-paced environments. Proven ability to translate business needs into actionable insights, improve operational efficiency, and deliver high-quality solutions within SLA-driven environments. Consistently delivers results through teamwork and solutions-focused approach.

Overview

10
10
years of professional experience

Work History

Senior Analyst

Fidelity Investments
01.2019 - 05.2025
  • Supporting of End-to-End of a project while collaborating stakeholders and Cross functional teams like Fin-Ops, Calcs and Development Teams.
  • Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
  • Defined Project Scope, Goals and Deliverables in alignment with the client expectations and business objectives.
  • Worked on data issues to fix in the system, extracting details from the systems for deliverables to Clients for various projects.
  • Primarily utilize SQL to extract and analyse data, addressing complex client requirements while ensuring data accuracy and efficiency.
  • Collaborated with stakeholders to validate requirements and ensure alignment with business objectives.
  • Generated reports detailing findings and recommendations.
  • Worked on Ad-Hoc Projects with tight deadlines while collaborating with stakeholders and Ops Teams on business requirements.
  • Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
  • Optimized project management, resulting in timely deliverables and improved client satisfaction rates.

Process Associate

Tata Consultancy Services ltd
07.2015 - 01.2019

Client – JP Morgan Chase

Client Reporting & Log Reconciliation:

  • Trade Management & Reporting- Ensuring the trades released from the client's end have been received, matched, and settled on time. Providing updates to the client daily on trade settlements with reasons for pending trades and failed trades.
  • Reporting - Providing broker information and client references on Non receipt of funds, advising on Response required on client holdings, advising the client on subscription and redemption of specified account.
  • Income - Detail Investigating of interest payments, dividend payments & principal payments to clients accounts based on the market announcements, account holdings and maturity dates by reviewing in various applications.

Education

Bachelor of Commerce -

Bangalore University
Bengaluru, India
04.2001 -

Skills

MS office (Excel, word & PowerPoint)

SQL (Basic)

Project management

Stakeholder and Client management

Team collaboration and leadership

Analytical thinking

Time management

Attention to detail

Process enhancement

Adaptability and flexibility

Multitasking Abilities

Disclaimer

I hereby confirm that all the details furnished above are true to the best of my knowledge. Priyanka S

Timeline

Senior Analyst

Fidelity Investments
01.2019 - 05.2025

Process Associate

Tata Consultancy Services ltd
07.2015 - 01.2019

Bachelor of Commerce -

Bangalore University
04.2001 -
Priyanka S