Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Personal Information
Certification
Timeline
Generic

Vaishnavi Iyer MS

Bengaluru

Summary

Dynamic professional with a proven track record in project management and process improvement across esteemed organizations. Expertise in driving operational excellence and enhancing project efficiency through effective KPI tracking. Skilled in employee training and development, promoting a culture of continuous improvement and collaboration.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Team Lead

JP Morgan Chase & Co.
Bengaluru
06.2024 - Current
  • Managed income events for equities across diverse markets, ensuring exceptional client service.
  • Oversaw workflows, daily controls, and client service resolutions to guarantee regulatory compliance.
  • Served as subject matter expert on income claims, offering strategic insights to senior management.
  • Migrated multiple processes, expanding departmental operations through meticulous planning and tailored communication.
  • Analyzed team performance data, implementing KPI tracking frameworks to enhance project efficiency.
  • Organized documentation to support accurate business forecasting and reporting.
  • Led testing phases for projects, facilitating decommissioning of outdated systems and automation implementation.
  • Trained new employees and provided ongoing support, contributing to team development.
  • Received the 2024 Impact Award for driving process excellence initiatives within nine months of joining.

Senior Analyst

Northern Trust
Bangalore
07.2022 - 05.2024
  • In my role as a Senior Analyst at Northern Trust, I have overseen the end-to-end management of corporate action events, including event identification, analysis, and the implementation of both mandatory and voluntary events.
  • Worked in the EMEA Mandatory Creations team and the Canada Voluntary Creations and Processing team.
  • Setting up corporate action events on the mainframe systems, notifying the clients, and reconciling NT's books of accounts with agents on key dates, viz., Ex-date, Client deadline date, and Record date.
  • Managing and resolving exceptions, and interacting with agents and various internal teams when required.
  • As a part of my role, I also spearheaded the project of testing Fund accounting events transitioning through the corporate action tool to replace an outdated Fund accounting system. Through meticulous testing and analysis, I ensured seamless integration and functionality, paving the way for the retirement of the outdated system, and maximizing the efficiency of corporate action processes. This initiative showcased my ability to adapt to new technologies and drive strategic enhancements within the organization.
  • Received multiple recognitions for being able to manage multiple processes at the same time, with utmost accuracy and efficiency.

Advanced Analyst

Ernst and Young
Bangalore
01.2020 - 06.2022
  • Designed, implemented, and optimised Engagement Management System solutions to enhance client and stakeholder engagement processes.
  • Coordinated effectively with UK and global teams throughout engagement cycle and core client interactions.
  • Assisted in project setup by preparing WIP reports, Statements of Work, Process Acceptance documentation, Change Request Notes, Steering Committee Reports and many other project related documents.
  • Tracked deliverables monthly, quarterly, half-yearly, and annually in Engagement Management System while collaborating with global teams.
  • Reported regularly to stakeholders and clients on deliverables while updating tracking tools promptly.
  • Earned Extra Miler awards twice for outstanding client service and stakeholder management.
  • Achieved Gold Standard feedback from onshore teams for exceptional performance in client and stakeholder communication and engagement.

Education

Bachelor of Commerce - Finance

Vijaya Main College
Bangalore

Pre-University -

Vijaya PU College
Bangalore

10th Standard -

Rainbow International School
Hyderabad

Skills

  • Stakeholder and client management
  • Project and operations management
  • Process improvement and change facilitation
  • Effective communication
  • Documentation and reporting
  • Employee training and development
  • Work delegation

Extracurricular Activities

Driven many employee engagement initiatives within the department to foster a positive workplace culture and enhance team morale.

Personal Information

Date of Birth: 07/06/98

Certification

  • PMP - Project Management Professional
  • Generative AI overview for Project Managers
  • PMI - Kickoff for Predictive and Agile Project Management

Timeline

Team Lead

JP Morgan Chase & Co.
06.2024 - Current

Senior Analyst

Northern Trust
07.2022 - 05.2024

Advanced Analyst

Ernst and Young
01.2020 - 06.2022

Bachelor of Commerce - Finance

Vijaya Main College

Pre-University -

Vijaya PU College

10th Standard -

Rainbow International School

Similar Profiles

CREATE PROFILE
Vaishnavi Iyer MS