SNEHAL GAIKWAD
Mumbai
Summary
Finance professional with 6 + years of experience across share registry analysis, compliance, fund performance analytics, and corporate actions auditing within global financial services environments. Recognized Subject Matter Expert (SME) with proven experience in team handling, stakeholder management, and BAU governance across APAC markets. Strong expertise in reconciliations, NAV validation, corporate action lifecycle, and market intelligence reporting, with a track record of delivering accurate, audit-compliant, and insight-driven outputs to institutional clients and leadership stakeholders.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Associate - Share Register Analysis (SME)
MUFG Bank
Mumbai
11.2021 - Current
- Act as Subject Matter Expert (SME) for Share Register Analysis, owning process knowledge, escalation handling, and governance.
- Perform detailed shareholding analysis, identifying trading patterns, ownership changes, and anomalies.
- Delivered board-level shareholder reports (monthly, quarterly, annual) featuring actionable insights for strategic decision-making.
- Manage and mentor team members, ensuring quality control, accuracy, and adherence to SLAs and compliance standards.
- Led daily BAU calls with stakeholders and clients to provide operational updates, facilitate process changes, and manage transition activities.
- Coordinated process transitions and knowledge migration to streamline onboarding activities.
- Collaborated with custodians and stakeholders to resolve discrepancies, streamline turnaround time, and enhance reporting quality.
- Serve as point of contact for global clients, ensuring seamless communication and delivery.
Associate - Performance & Analytics
State Street Syntel
Mumbai
11.2019 - 08.2021
- Analyzed fund performance against benchmarks and explained drivers of outperformance/underperformance.
- Executed NAV validations and performance calculations for funds and securities, enhancing reporting accuracy.
- Identified and rectified discrepancies in performance reporting and valuation, improving data reliability.
- Delivered end-to-end fund performance reporting for institutional clients across APAC.
- Conducted reconciliation between performance data and accounting records, ensuring accuracy and consistency.
- Validated impact of corporate actions on NAV and portfolio returns.
- Generated and published daily/monthly performance reports for clients.
- Ensured compliance with process standards and audit requirements through thorough quality checks.
Education
MBA - Finance
NMIMS Global
01-2024
M.Com - Finance
University of Mumbai
01-2020
B.Com -
SIES College
Mumbai01-2018
Skills
- Share Registry Analysis & Market Intelligence
- Corporate Actions Auditing & Validation
- Performance Analytics & NAV Calculation
- Reconciliations (Performance vs Accounting Data)
- Financial Analysis and Valuations
- Regulatory Compliance
- Data management
- Process Transition & BAU Governance
- Stakeholder & Client Engagement (Global/APAC)
- SME & Team Management
- Critical thinking
- MS office
Certification
- Valuations: DCF, Trade Comps, Deal Comps
- Financial Modelling & Forecasting
- MS-CIT
Accomplishments
- Multiple awards at MUFG for Client Focus, Adaptability, and Team Collaboration.
- Recognized at State Street for performance excellence and quality delivery.
Timeline
Senior Associate - Share Register Analysis (SME)
MUFG Bank
11.2021 - Current
Associate - Performance & Analytics
State Street Syntel
11.2019 - 08.2021
MBA - Finance
NMIMS Global
M.Com - Finance
University of Mumbai
B.Com -
SIES College