SEJUTI SARKER
Kolkata
Summary
Dynamic finance and investment professional with experience in end-to-end fund accounting, financial reporting, and stakeholder engagement at leading global firms, including PwC and Apex Group. In addition to my core financial roles, I actively contribute as a freelance writer and editor on finance, vendor rating, due diligence, and policy topics, publishing across digital platforms and supporting content strategies for startups. My commitment to public impact is reflected through leadership in various NGOs, where I’ve driven planning, marketing, and grassroots strategy. With a blend of analytical, creative, and community-facing expertise, I bring a cross-sectoral perspective that is well-suited to strategic inward investment and international economic diplomacy roles. I am looking for opportunities, not just for a career move, but for an ideal platform to align my professional journey with a purpose-driven role I’ve long aspired to.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate 2 : Wealth Compass - US Private Clients
PWC
09.2024 - Current
- Working as a fund controller in the Wealth Compass team for U.S.-based clients, while holding a valid PTIN IRS Registration ID from the United States government (enrolled and reimbursed by the company).
- Exposure to client onboarding processes, including KYC review, investor profiling, and setup of financial data systems.
- Coordinated with internal stakeholders to ensure timely onboarding documentation and compliance sign-offs, aligned with regulatory requirements, including KYC review, investor profiling, and setup of financial data systems.
- Tracking fund performance metrics, including IRR, TVPI, DPI, and MOIC; preparing performance dashboards for internal and client reporting.
- Tools/Software : Masttro, Power -Bi, Advanced XL, Powerpoint, Alteryx.
Fund Accountant - Hedge Funds (End to End)
Apex Group Ltd.
10.2022 - 09.2024
- Handled end-to-end NAV computation, pricing, and reconciliations across hedge and private equity funds.
- Conducted research to resolve discrepancies between trade confirmations, broker statements, and custodian statements.
- Managed investor-level capital activities, reporting, and audit coordination.
- Acted as a liaison between internal teams, clients, and auditors, ensuring smooth FDI-related fund structures.
- Spearheaded process automation, training development, and operational migration projects.
- Delivered client-facing risk and performance reporting, contributing to accurate data for investment decisions.
- Coordinating with the clients’ external auditors and tax providers to assist with the year-end audits and tax returns.
- Tools/Software: Pfs-Paxus, MS Excel, MS PowerPoint.
Education
Master of Commerce (M. Com) Hons. - Finance
University Of Calcutta
01.2022
Bachelor of Commerce (B. Com) Hons. - Accounting & Finance
University Of Calcutta
01.2020
Skills
- Foreign direct investment support Trade & Investment Strategy
- Fund accounting and financial reportingNav finalization Economic Impact Metrics (IRR, TVPI, DPI)
- End to end NAV computationFund AccountingFinancial Analysis
- Relationship & Stakeholder Management Client Onboarding Cross-Border Communication
- Strategic Account Management Market Research Investor Outreach & Targeting
- Project & Event Coordination Budget Monitoring
- Data Management MS Excel Power BI
- Strategic Communication Policy Awareness
- Civil service behaviors: communicating and influencing Working Together Seeing the Big Picture Managing a Quality Service
- Professional: Report Writing Compliance Coordination Financial Due Diligence Client handling
- Organizational: Cross-functional Collaboration Deadline Management Risk Escalation Handling Emergency response
- Soft Skills: Active Listening Cultural Sensitivity Adaptability Problem Solving Initiative & OwnershipStrong Communication SkillsImpact DrivenTeam PlayerQuick LearnerMotivation
- Tools: Proficient in MS Excel, Paxus, Power Bi, Alteryx, PowerPoint, and MS Office
DeepThought Growth Management System
- Role : Industrial Psychology Fellowship
- Department : Education
- Aug 2022 - Sep 2022
- || ROLES & RESPONSIBILITIES TAKEN ||
- 1. Observe problems faced by clients of DT (employee productivity) and suggest L&D modules that solve the problems
- 2. Work with the L&D research team to come up with modules to induce learning and productivity behaviours amongst employees
- 3. Observe the workflow of the clients, diagnose problems and ideate frameworks to solve recurring fundamental problems
Certification
- - H2 VENTURES - VENTURE CAPITAL VIRTUAL WORK EXPERIENCE
- - Hedge Funds Financial Reporting (IFRS Perspective) provided by TCS iON.
- - Citi APAC Investment Banking Virtual Reality Intern Experience - Investment Banking Virtual Experience Program by Bank of America.
- - YouTube Asset Monetization by Google.
Accomplishments
- Spot Awards for the month by Apex Group Ltd
- Winner of FinanceAsia Awards 2025 : Category -> Best Strategic Initiative - Nonbank Financial Institutions | International
- Got featured on Womenite NGO's Poster as a "Warrior"
Affiliations
• Project activities to ensure that project deliverables for the assigned districts are met.
• Advising on different ways of collaboration, planning of new strategies and implementing the same.
• Worked both in the VID (Virtual Internship Dept.) as well as P&M (Planning &Marketing Dept.) simultaneously.
• Collaborated personally with various NGOs across Delhi.
• Hiring potential young social workers and interns and creating sub-teams for social causes.
• Monitor performance and provide feedback to the team members for improving performance.
• Carried out HR and Finance related compliances like timesheet, TER, etc
• Conducted orientations, meetings and presentations for the new joiners.
• Coordination with cooperating partners to guarantee smooth achievement of results.
• Handled multiple team of interns.
• Team-motivation, Team Mentoring & Leadership.
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Hobbies and Interests
- Reading
- Writing
- Travel
- Games (Indoor/Outdoor)
Timeline
Associate 2 : Wealth Compass - US Private Clients
PWC
09.2024 - Current
Fund Accountant - Hedge Funds (End to End)
Apex Group Ltd.
10.2022 - 09.2024
Master of Commerce (M. Com) Hons. - Finance
University Of Calcutta
Bachelor of Commerce (B. Com) Hons. - Accounting & Finance
University Of Calcutta
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