Summary
Overview
Work History
Education
Skills
Timeline
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SHREYAS SUNDAR

Summary

An individual with strong investment banking exposure. Ability to seamlessly liaise with multiple stakeholders to ensure the success of projects. Adept at overseeing overall governance, from training and processing to development requirements. Leadership style involves continuously driving the team to proactively identify opportunities to improve efficiency and effectiveness. Expertise in ETF and fund accounting space. Passionate about delivering outstanding results while upholding the highest standards of integrity and professionalism with a commitment to excellence.

Overview

9
9
years of professional experience
3
3
years of post-secondary education

Work History

ETF Product Development – AVP

JP MORGAN CHASE
08.2020 - Current
  • Demonstrating leadership in guiding product vision, strategy and roadmap development
  • Emphasizing project coordination, timeline management and cross functional collaboration to deliver products on time and within budget
  • Showcasing technical expertise in building and implementing product functionalities
  • Demonstrating involvement in ensuring product quality through testing and debugging
  • Leading cross-functional teams including design, build and deliver successful product launches
  • Highlighting specific achievements, such as successful product launches, revenue growth and market expansion.

Exchange Traded Funds Testing- Associate

JP MORGAN CHASE
  • End-to-end ETF product testing with a technical understanding of business and interdependencies between vertical and horizontal functions
  • Extensively involved in the preparation of test plan, executing test cases, reporting and tracking defects
  • Participated in functional, regression and API testing
  • Also, help build regression automation
  • Liaise with multiple stakeholders across operations, product development and tech to ensure the success of projects
  • Leading projects test activities and conduct review meetings within the team
  • Key Projects include - Blackrock cash projection, WINS start of day, Multiclass, Friday Forward.

Fund Administration/Treasury Services – Senior Associate

STATE STREET
03.2019 - 08.2020
  • Worked on expenses for clients and made sure fund accountant posted them and accounted for their daily activity
  • Calculated monthly and quarterly dividend distributions
  • Performed expense analysis and assisted in creation of expense budgets
  • Review expense budgets and processed payments
  • Assist in onboarding new clients, to setup on the fund on systems and keeping the project planner up to date.

Fund Accounting – Senior Analyst

NORTHERN TRUST CORPORATION
08.2015 - 02.2019
  • Tracked all daily activity to comprise the net asset value of funds
  • Worked on various funds independently, helped in new fund transition and merger of funds
  • Ensured accuracy of cash transactions and corporate actions and verified securities' prices to properly value portfolios
  • Performed daily reconciliations of security positions and cash balances, between custody and fund accounting system
  • Identifying exceptions and problems affecting accounting records and prices and assisting in their resolution.

Education

BBA - Finance

Christ University
Bengaluru, India
04.2012 - 04.2015

Skills

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Timeline

ETF Product Development – AVP

JP MORGAN CHASE
08.2020 - Current

Fund Administration/Treasury Services – Senior Associate

STATE STREET
03.2019 - 08.2020

Fund Accounting – Senior Analyst

NORTHERN TRUST CORPORATION
08.2015 - 02.2019

BBA - Finance

Christ University
04.2012 - 04.2015

Exchange Traded Funds Testing- Associate

JP MORGAN CHASE

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