Rahil Murad
Investment Banking Operations Professional
Bangalore
Summary
Investment Banking Professional with 13+ years' experience in client reporting and investment banking operations. Expert in client servicing, data analysis, performance measurement. Delivers actionable insights and operational efficiency to optimize investment management outcomes.
Overview
13
13
years of professional experience
12
12
Certifications
3
3
Languages
Work History
Assistant Vice President, Fund Performance & Client Reporting
HSBC-Asset Management
08.2017 - Current
- Responsible for complete oversight of Client Reporting process for HSBC Asset Management.
- Managing performance and holdings reports delivery within stipulated SLA while maintaining high data quality.
- Responsible for introducing automation in client reporting process by using tools such as Alteryx, Power App etc. This has helped to achieve operational efficiency and ensure streamlining the process.
- Onboarding new clients to the reporting platform and customized reporting templates to meet specific client requirements.
- Identified and executed process improvements, standardization, and automation initiatives, enhancing team deliverables and reducing costs.
- Resolve critical client queries and delivered timely, effective solutions.
- Preparing and distributing detailed investment review reports, including portfolio allocation, returns breakdown, attribution analysis, market outlook, and strategy.
- Integrating client feedback to refine processes and improve client experience.
- Conducting regular data analysis to ensure completeness and reporting accuracy.
- Creating high-level investment performance presentations for client and portfolio manager meetings.
Senior Specialist, Credit Risk, Bankruptcy Department
Ocwen Financials Solutions Pvt. Ltd
10.2014 - 02.2017
- Developed and maintained bankruptcy dashboards to track performing and nonperforming loans, guiding strategic decision-making.
- Recommended loss mitigation, loan modification, and principal reduction strategies for delinquent and bankrupt accounts.
- Conducted underwriting for bankrupt customers to evaluate eligibility for debt relief programs.
- Managed escalations and litigated accounts, collaborating with Trustees and Debtor’s counsel to ensure proper resolution.
- Maintained property preservation reports for all mortgaged properties under active bankruptcy.
Senior Associate
Wipro
05.2013 - 06.2014
- Handled customer complaints for TALK TALK (UK telecom provider), delivering effective resolutions and improving customer satisfaction.
- Managed invoicing and billing processes, ensuring accuracy and timely completion.
- Built rapport with existing clients to support customer retention.
- Compiled and presented reports on customer issues to management, driving process improvements.
Education
Bachelor's in Commerce - Accounting And Finance
Calcutta University
Kolkata08-2013
Skills
Investment Banking Operations
Client Reporting
Performance & Attribution Measurement
Client Relationship Management
NAV Calculations
Portfolio Analytics
Credit Risk Analysis
Process Automation
Data Analysis
SQL
Alteryx
Power App
Qlik Sense
MS Office
Certification
CIBOP – Certified Investment Banking Operations Professional - Bangalore
Accomplishments
- Received Best Performer/Trailblazer award at HSBC for 2022.
- Earned Best Performer awards at Ocwen Financials Solutions Pvt. Ltd for January-March and July-September 2016.
Strengths and Personal Traits
- Leadership Skills
- Analytical Skills
- Effective team player
- Adaptability/Flexibility
- Diligent worker
Timeline
Assistant Vice President, Fund Performance & Client Reporting
HSBC-Asset Management
08.2017 - Current
Senior Specialist, Credit Risk, Bankruptcy Department
Ocwen Financials Solutions Pvt. Ltd
10.2014 - 02.2017
Senior Associate
Wipro
05.2013 - 06.2014
Bachelor's in Commerce - Accounting And Finance
Calcutta University