Steffy Angelin
Coimbatore
Summary
To pursue a professionally challenging career in a self-sustained organization that provides increased capability to achieve business goals, greater growth opportunities and higher work life balance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Analyst
Deloitte Touche Tohmastu India LLP
Banglore
08.2024 - Current
- Client – Edward Jones Investments (U.S.)
- Asset Transfer Coordination: Managed end-to-end execution of asset transfers, ensuring accuracy, timely processing, and alignment with internal protocols and client expectations.
- Data Analysis & Reconciliation: Performed in-depth analysis and reconciliation of complex financial and operational data sets, identifying variances, and ensuring data integrity for reporting and audit readiness.
- Compliance & Risk Management: Ensured adherence to regulatory and internal compliance standards by monitoring risk indicators, flagging anomalies, and maintaining documentation for audit trails.
- Client Communication & Support: Acted as a primary point of contact for client inquiries, delivering prompt and effective solutions, and maintaining high levels of client satisfaction.
- Cross-Functional Collaboration: Collaborated with internal departments, including operations, finance, IT, and compliance, to streamline workflows, resolve issues, and drive project success.
- Reporting and Documentation: Prepared detailed reports, dashboards, and documentation for internal stakeholders, aiding decision-making, and strategic planning.
- Team Management (Floor SPOC): Served as the single point of contact (SPOC) for team coordination on the floor—tracking task progress, mentoring junior team members, and managing day-to-day team activities to ensure that performance targets were met.
Associate 2
StateStreet
Coimbatore
11.2021 - 08.2024
- Reconciled daily cash and positions, ensuring alignment with broker statements.
- Prepared cash and position balances, delivering accuracy reports to clients and NAV team daily.
- Reviewed exceptions in cash and asset positions, researching and resolving discrepancies promptly.
- Managed outgoing and incoming wire transfers, posting entries accurately.
- Investigated cash and position breaks, coordinating with middle office operations and NAV team for resolution.
- Monitored daily breaks, ensuring timely matching of discrepancies.
- Cleared aged cash breaks, providing weekly reports to clients.
- Posted entries via IGLS application, confirming correct allocation to portfolios daily.
Customer Support Officer
Computer Aged Management Services
Coimbatore
03.2020 - 11.2021
- Monitored daily processes to enhance workflow and meet productivity targets.
- Maintained cordial relationships with clients, resolving queries effectively.
- Ensured timely delivery of day-to-day deliverables within agreed turnaround time.
- Streamlined productivity and quality by optimizing existing processes within defined guidelines.
- Authorized all departmental correspondence to AMC and investors regarding inquiries.
- Conducted quality checks on processed documents and performed random verifications to assess processing accuracy.
Process Analyst
AG Resources (Personiv)
Coimbatore
06.2019 - 01.2020
- Oversaw daily operations of offshore service delivery to maintain efficiency.
- Developed self-goals, organized workloads, and prioritized tasks for timely completion.
- Managed client issues, ensuring resolutions through regular liaison with clients and relationship managers.
- Assisted managers with technical queries and coached teams in resolving complex issues.
Education
B.Com -
CMS College of Science & Commerce
Coimbatore01.2019
Higher Secondary school -
APG Matriculation
Higher Secondary school -
APG matriculation
Skills
- Adaptability
- Time management
- Client communication
- Microsoft Excel
- Customer service
- Asset management
- Account reconciliation
- Quick learner
- Team collaboration
- Pressure management
- Communication skills
- Leadership
- Microsoft Office and internet basics
- Tally accounting
- Typing proficiency
Certification
- Completed certification in Tally ERP9
- Completed Nism -2B Registrars to an issue and share transfer agents - Mutual fund
- Passed the Indian Regulatory Development of India Exam with Second grade
Languages
English, Tamil, Malayalam, Kannada, Telugu, Hindi
Hobbies and Interests
Traveling: Passionate about exploring new cultures and environments; experienced in solo and group travel across diverse regions, enhancing adaptability, communication, and global awareness.
Awards
Best Performer (AG Resources) 2019, Best Performer (StateStreet) 2022 - 2023, Best Performer - Standing Ovation (Statestreet) 2023, Best Performer (Deloitte) 2025
Extracurricular Activities
Member of Human Resources Development and Research Organization I have taught school and SSLC students
Disclaimer
I hereby declare that the particular furnished above information are true and correct to the best of my knowledge and belief.
Timeline
Senior Analyst
Deloitte Touche Tohmastu India LLP
08.2024 - Current
Associate 2
StateStreet
11.2021 - 08.2024
Customer Support Officer
Computer Aged Management Services
03.2020 - 11.2021
Process Analyst
AG Resources (Personiv)
06.2019 - 01.2020
B.Com -
CMS College of Science & Commerce
Higher Secondary school -
APG Matriculation
Higher Secondary school -
APG matriculation
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