Summary
Overview
Work History
Education
Skills
Awards
Languages
Accomplishments
Timeline
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Sonali Sethy

Sonali Sethy

Cuttack

Summary

Senior Financial Analyst with 4+ years of success in Investment Banking, with a proven track record of process improvement, exceeding expectations, and on-time performance, all while improving efficiencies and helping to achieve organizational objectives.

Overview

4
4
years of professional experience

Work History

Senior Analyst – Transfer Agency

Northern Trust
08.2024 - Current
  • I’m in the process of creating a fund and share class setup to manage investments and streamline financial operations.
  • Any urgent dealing changes that arise are addressed immediately, and we are actively working on it.
  • Played a key role in client onboarding.
  • Maintaining all the confirmations and requested emails.
  • Collaborating with the onshore team to effectively resolve the query.
  • Analyzing errors and discussing them with the team in a huddle to improve workflow and avoid future issues.

Intermediate Representative- Global TA

Bank of New York
05.2021 - 08.2024
  • Responsible for process subscription, redemption, switches, transfer, Conversion.
  • Responsible for quality check and & people management, query solving, email inquiry monitoring.
  • Played key role in Client onboarding for Invesco Management Company.
  • Solving query with onshore assistance and maintaining of Queue, ensuring smooth working of Day to Day work and aids in meeting SLA's.
  • Providing training, Conducting error discussion with team members and organizing team huddles.
  • Handling escalations and monitoring quality standards of process.

Education

Master in Commerce - Finance

DDCE UTKAL UNIVERSITY
01-2018

Bachelor of Commerce - Accounting

Angul Govt College
01-2015

Skills

  • MS Office
  • ORACLE
  • HTML
  • DHTML
  • Tally ERP 9

Awards

  • Dedicated Employee award in BNY Mellon.
  • Migrated a processing from Onshore to Offshore.

Languages

  • English
  • Hindi
  • Odia

Accomplishments

  • Dedicated Employee Award at BNY
  • I have migrated a processing from onshore to offshore in BNY

Timeline

Senior Analyst – Transfer Agency

Northern Trust
08.2024 - Current

Intermediate Representative- Global TA

Bank of New York
05.2021 - 08.2024

Master in Commerce - Finance

DDCE UTKAL UNIVERSITY

Bachelor of Commerce - Accounting

Angul Govt College

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Sonali Sethy