Swapnil Pandit

As a Senior Representative in Client Processing, expertise was applied to manage and streamline operations within the Hedge Funds domain at BNY. The role involved close collaboration with clients and internal teams to ensure effective processing of client requests and transactions. Focus on continuous improvement and quality assurance was key to success in this position.
• Enhanced processing workflows to increase operational efficiency and reduce turnaround times.
• strong relationships with clients, leading to improved service satisfaction rates.
• Received appreciations for contributions to team performance and operational excellence.

Activities and Responsibilities
• Working on Hedge Funds
• Working on capital calls, Distributions and Statements
• Working on Investran to set up new Investor, update wire details, contacts etc.
• Excellent accuracy with no error to meet the targets in processing as productivity, accuracy, and cycle time.
•Creating Wire Transactions records for Clients.
• Creating New Investor's Account
• Quality Check for incoming and outgoing funds
• Efficiently manage to close aged requests.
• Manage Client Calls for Daily BAU
• Quality checker and approver for US and Poland Team
• Leading one of the busiest funds in with BNYM and supporting 4+ funds and Teams as and when required

• Excellent accuracy with no error to meet the targets in processing as productivity, accuracy, and cycle time
• Preparing weekly and monthly reports for the work done and sending it to the client and managers.
• Handling a team of 5 people from India regarding processing and people management.
• Trained new hires on processes.

• Managed the preparation of all tax returns for the organization in accordance with federal, state, local regulations and laws.
• Ensured compliance with applicable laws and regulations related to financial reporting and taxation.
• Coordinated audits by external auditors, ensuring that records were accurately maintained according to Generally Accepted Accounting Principles.
• Negotiated contracts with vendors and suppliers while managing GST payments.
• Monitored cash flow projections, and prepared monthly reconciliations.
• Identified areas where costs can be reduced without compromising quality standards.
• Provided training and development opportunities for employees within the department.
• Coordinated and completed annual audits to provide credibility to financial statements.