Surabhi S
Bengaluru
Summary
Senior Analyst with experience in investment banking operations, client reporting, process optimization. Proven track record of driving process efficiencies by identifying manual workflows, partnering with internal technology and business teams and implementing solutions that improve accuracy, reduce turnaround time and strengthen operational controls. Experienced in managing multiple reporting processes, stakeholder coordination and governance with strong focus on client delivery and continuous improvement. Skilled at translating business requirements into scalable solutions and successfully managing initiatives across cross-functional teams.
Overview
4
4
years of professional experience
Work History
Senior Analyst
Northern Trust
Bengaluru, India
01.2025 - Current
- Drive process optimization and automation initiatives across client reporting, reducing manual intervention, improving efficiency and strengthening the accuracy and timeliness of client deliverables.
- Successfully onborded multiple processes transitioned from EMEA Client Reporting Team, including annual portfolio turnover, ESG reporting, and end-to-end Solvency II processes. Subsequently optimized the turnover process by automating the manual extraction of the reports by collaborating with the support team which significantly reduced production time.
- Led the automation of 80+ proxy reports by implementing automatic scheduling, eliminating manual intervention and macro dependency and enabling to successfully discontinue the EUC.
- Supported the Hackathon Dispatch Desk automation initiative by developing PDD documentation, supporting workflow testing and preparing reports for the production to enable future scalability of the solution.
- Partnered with Relationship managers and Marketing Team to review the Morningstar process and validate the list of ISINs for the custom holdings data and to ensure all active share classes are included.
- Collaborated with the Support Team to elimianate the manual extractions from Eagle and to automate the daily, weekly, monthly and quarterly reports by adopting automatic scheduling solution.
- Learnt basic SQL through Udemy and applied the knowledge to the Snowflake Project by developing queries to extract the characteristics data. Collaborated further with the internal team on the development of the Power BI Dashboard to improve data extraction efficiency and reporting effectiveness.
- Supported APAC reports transition by onboarding weekly, monthly and quarterly deliverables across multiple clients.
- Assisted in onboarding new accounts for an APAC client by reviewing client IMA, understanding reporting requirements and coordinating with the Relationship Managers and NA Client Reporting Team to ensure accurate implementation of the client's requirements.
- Reduced the manual quality checks involved in the monthly pooled funds accounting reports process following the Kurtosys application transition.
- Continued to support EMEA Client Reporting Team as a key point of contact, supporting multiple process, resolving various queries and ensuring smooth execution of BAU activities while maintaining a strong focus on quality and client service.
Analyst
Northern Trust
Bengaluru, India
09.2022 - 12.2024
- Accommodated new processes with minimal training, developing strong end-to-end process understanding. Managed diverse ad-hoc and DSM requests across EMEA and US processes, delivering accurate outputs while ensuring compliance, quality and timelines.
- Took an initiative in onboarding the new process for proxy voting reports by collaborating with the proxy exchange vendor, relationship managers and streamlined the reports from 80+ to 25 deliverables.
- Took Ownership of EMEA processes, bridging gaps across teams through proactive communication and collaboration.
- Challenged existing processes and drove continuous improvement, partnering with the support teams to identify and resolve issues impacting monthly accounting reports.
- Involved in the testing process for the investment reports and accounting reports, identifying potential issues and ensuring successful implementation without disruption to BAU operations.
- Increased involvement in quality checks and controls to strengthen report accuracy, identify potential errors proactively and ensure clients receive complete and accurate reporting deliverables.
Education
Master of Business Administration - Finance
Jain University
Bengaluru, KA2023
Bachelor of Commerce - Finance
PES Degree College
Bengaluru, KA2020
Pre-University - 2nd PUC -
PES PU College
Bengaluru, KA2017
Skills
- Client reporting
- Communication
- Process Optimization
- Client & Stakeholder Coordination
- Cross-Functional Collaboration
- Problem Solving
- Data Quality & Control
- Continuous Improvement & Automation
Accomplishments
- Proxy Reporting - Onboarded proxy reporting process for US clients and streamlined the reports from 80+ to 25 deliverables.
- Monthly Accounting reports - Identified issues during the manual quality check process and collaborated with internal teams to fix the issues and reduce the manual checks.
- Testing Process - Involved in the testing process of the Investment Reports and Accounting Reports for process improvements.
- EMEA Process Transition and Optimization - Onboarded multiple processes such as annual portfolio turnover, ESG Reporting and solvency II reporting and automated the reports that supports the turnover process.
- EUC Decommissioning - Automated around 80 proxy voting reports, eliminating manual intervention and macro dependency and successfully discontinuing the EUC.
- Hackathon Representation - Worked on Dispatch Desk Initiative during Hackathon and continuosly supporting the processes such as PDD documentation, testing and including reports for the solution implementation.
- Morningstar Process Enhancement - Thoroughly reviewed the list of ISINs and partnered with Relationship Manager and Marketing Team to review the process and ensure all the active share classes are updated for the third party data provider.
- Eagle Auto-Scheduling Project - Collaborated with the support team to schedule the daily, weekly, monthly and quarterly reports.
- Snowflake Project - Developed SQL queries to leverage the characteristics data from Snowflake and to create the Power BI Dashboard.
- APAC Transition and new accounts onboarding - Involved in the transition of work from APAC Team for weekly, monthly and quarterly reports across multiple clients and onboarded new accounts by reviewing the reporting requirements detailed in the client's IMA.
Hobbies and interests
- Music
- Reading
Timeline
Senior Analyst
Northern Trust
01.2025 - Current
Analyst
Northern Trust
09.2022 - 12.2024
Master of Business Administration - Finance
Jain University
Bachelor of Commerce - Finance
PES Degree College
Pre-University - 2nd PUC -
PES PU College