Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Shilpa Jacob

Summary

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

10
10
years of professional experience
1
1
Certification
3
3
Languages

Work History

Assistant Manager

TATA CONSULTANCY SERVICES
02.2024 - Current
  • Coordinated team activities and delegated tasks to ensure efficient completion of projects
  • Developed strategies for problem solving and conflict resolution among team members
  • Conducted regular performance reviews to assess individual team member progress
  • Provided coaching and feedback on employee performance, encouraging professional development
  • Created training materials and conducted group trainings on new processes or procedures
  • Monitored daily workflow to ensure adherence to established policies and procedures
  • Established clear expectations for employees, providing guidance when needed
  • Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions
  • Reviewed customer service surveys and implemented strategies to improve customer satisfaction ratings
  • Analyzed data from various sources to identify areas of improvement in the department's operations
  • Identified opportunities for process optimization using Lean Six Sigma principles
  • Collaborated with other departments to ensure alignment of goals across teams
  • Maintained a positive work environment that promoted collaboration between team members
  • Resolved customer complaints in an effective manner while maintaining a high level of customer service
  • Implemented changes in response to changing business needs or customer demands
  • Mentored newly hired employees on machine operations and implemented training on safety procedures to prevent injuries
  • Identified needs of customers promptly and efficiently

WORKFLOW SPECIALIST/SME/ TEAM LEADER

TATA CONSULTANCY SERVICES
01.2018 - 12.2023
  • Generating Private Equity reports on Quarterly basis for a well-known US Client
  • Preparing Capital Statement (NAV calculation) Reports for Individual investors on the Monthly/Quarterly basis
  • Bifurcating the NAV values on special cases based the proportion of the capital investment made by the investor
  • Reconciliation of Contribution and Distribution (Cash recon with the Investran reports and the Partners' report) made, in order to verify with the investment capacity of the Limited Partners prior to approval
  • Setting up of new fund and portfolio in the client portal system relying on the information of Bloomberg and business week
  • Analysis and interpretation of Financial Statements includes the Statement of Assets & Liabilities, Statement of Operations (Income & Expenses), Statement of Partners' capital, Statement of Cash flow, Schedule of Investments and Investments performance overview for the portfolio reporting purpose includes both the US GAAP basis and IFRS formats
  • Based on the fund commitment perform calculation (Interpolation and extrapolation) to pro-rate values, for both stand-alone and consolidated funds
  • Levels of tracking (Fair value Measurements) of portfolios will be based on the track the Level 1, level 2 and level 3 data information provided on the footnotes and the notes to financials part
  • Also highlight the annual IRR returns for the year end accounting funds
  • Calculate ROI (Return on Investment) for the portfolios and analyze to interpret the Management fee, Annual Expenses and Carried Interest values
  • Perform merger and acquisition (M & A) and interpretation of spin-out activity for an underlying investment are some special treatments
  • Preparing Equity Pick-ups (EPU's) for various Private Equity Funds

PROCESSOR

TATA CONSULTANCY SERVICES
07.2014 - 12.2017
  • Reviewed and analyzed portfolio performance data to identify trends, discrepancies, and opportunities for improvement
  • Performed due diligence on potential investments, including researching competitive landscape and assessing business risks
  • Evaluated portfolio companies' performance against targets set by management teams and recommended corrective actions where necessary
  • Maintained an up-to-date database of deals sourced from various sources such as brokerages, research firms
  • Evaluated earnings performance to provide investors with in-depth ratings
  • Assessed company investment potential by examining historical trends, current activities and stated plans

Education

Bachelor of Commerce - General

Madras Christian College

HSC - undefined

Christ king Girls Higher Secondary School

Skills

Client Service/Complaint Resolution

Operations management

Onboarding and Orientation

Service Level Agreements

People Management

SOP Adherence

Issue Resolution

Goal Setting

Work Planning and Prioritization

Quality Improvement

Documentation and Reporting

Client Service/Complaint Resolution

Certification

Lean Six Sigma Certification

Accomplishments

  • Star Performer Award
  • Best Team Leader Award

Timeline

Assistant Manager

TATA CONSULTANCY SERVICES
02.2024 - Current

WORKFLOW SPECIALIST/SME/ TEAM LEADER

TATA CONSULTANCY SERVICES
01.2018 - 12.2023

PROCESSOR

TATA CONSULTANCY SERVICES
07.2014 - 12.2017

HSC - undefined

Christ king Girls Higher Secondary School

Bachelor of Commerce - General

Madras Christian College
Shilpa Jacob