SYED AZEEM ALI
Finance & Accounts
Hyderabad,TG
Summary
Accomplished finance and investment banking professional with over 5 years of experience in deal closure, client onboarding, fund accounting, and financial reporting across top-tier global institutions. Expertise in loan underwriting, compliance management, and end-to-end financial operations ensures accuracy, efficiency, and strict adherence to regulatory standards. Proven leadership in team management, workflow streamlining, and SLA compliance consistently enhances operational performance and client satisfaction. Skilled in analyzing financial data, managing reconciliations, and supporting fund launches, with hands-on experience in equities, fixed income, and derivative products. Recognized as a strong communicator and analytical thinker dedicated to driving process excellence and delivering high-quality financial outcomes in dynamic environments.
Overview
4
4
years of professional experience
7
7
Certifications
1
1
Language
Work History
Deal Closure & Client Onboarding
WELLS FARGO
03.2025 - Current
- Spearhead end-to-end loan processing, including document collection, verification, underwriting, and disbursement coordination, ensuring strict adherence to regulatory and lender policies.
- Manage LIQ and Non-LIQ deals, prioritizing high-risk and time-sensitive files to consistently meet SLAs.
- Achieved a 98% on-time closing rate by accurately calculating upfront fees and maintaining meticulous loan documentation.
- Collaborate with front office bankers to validate documents and secure funding approvals exceeding $10 million, ensuring timely deal closure.
- Prepare and submit daily performance reports to senior management, tracking deal progress and SLA compliance.
- Conduct training sessions for new joiners, enhancing process knowledge and software navigation efficiency.
- Drive process improvements across the loan lifecycle, enhancing team productivity and operational accuracy.
Fund Accounting & Financial Reporting (Team Lead)
JP MORGAN CHASE & CO.
08.2021 - 02.2025
- Led fund accounting operations, performing weekly, monthly, and quarterly reconciliations with precision and adherence to client SLAs.
- Prepared journal entries, balance reconciliations, and reinsurance settlements, ensuring accurate financial reporting.
- Managed ad-hoc client requests, billing entries, and tolerance breach investigations, proactively resolving discrepancies.
- Monitored fund pricing standards to maintain compliance with benchmark tolerances and prevent pricing errors.
- Reconciled cash positions, market values, and P&L accounts, ensuring financial integrity across multiple portfolios.
- Generated monthly and quarterly billing reports for insured clients across vehicle and health sectors.
- Supported new fund initiatives (Project Shamrock-I), including testing and launch of innovative financial products.
- Created MIS reports capturing productivity, resource utilization, and quality metrics to inform management decisions.
- Managed closed-end funds involving equities, fixed income, derivatives, swaps, FX, and futures, maintaining robust risk controls and accuracy.
Education
Bachelor of Commerce (B.Com) -
Cognizant College of Commerce
Skills
Financial data analysis
Financial deal execution
Risk & Control
Streamlined client onboarding
Loan Underwriting
Financial Reporting
Compliance Management
Process Improvement
Team Leadership
Analytical-Thinker
Collaborator
Communicator
Planner
Software: ACBS, LIQ, Custody Systems
Advanced Excel proficiency
Certification
Certified Investment Banking Operations Professional (2020) — Imarticus Learning
Timeline
Deal Closure & Client Onboarding
WELLS FARGO
03.2025 - Current
Fund Accounting & Financial Reporting (Team Lead)
JP MORGAN CHASE & CO.
08.2021 - 02.2025
Bachelor of Commerce (B.Com) -
Cognizant College of Commerce
Awards & Recognition
* Employee of the Month/Year – Recognized for outstanding performance and leadership.
* Top Performer Award – Achieved highest reconciliation accuracy across team.
* Compliance Excellence Award – Honored for ensuring 100% adherence to regulatory standards.
* Innovation Award – Designed workflow optimization that reduced processing time by 30%.