Summary
Overview
Work History
Education
Skills
Timeline
Generic

Viswanathan Ramanujam

Sydney

Summary

Dynamic Vice President at Apex Group with expertise in investment portfolio performance analysis and post-trade regulatory adherence. Proven track record in project execution management and effective leadership, enhancing client engagement and delivering timely performance reports. Skilled in risk analysis, fostering strong relationships, and driving process improvements to optimize outcomes.

Overview

13
13
years of professional experience

Work History

Vice President Level 1

Apex Group
Sydney, NSW
03.2025 - Current
  • As a Senior Performance Analyst within the Performance and Risk Analytics Team, I am playing a crucial role in providing an overview and analysis of portfolio performance to our institutional clients.
  • My role will involve performance measurement, attribution and contribution analysis, risk analysis, and other value-added services such as portfolio optimization and manager analysis.
  • Maintaining client relationship through query management and regular client interaction. Participate in ad-hoc projects as required by standardizing and centralized functions as required Collaborate effectively with team members and other departments

Assistant Vice President Level 1

Apex Group
Sydney, NSW
03.2023 - 02.2025
  • Carry out performance analytics, performance reporting and investment reporting, Undertake performance measurement and attribution of fund portfolios.
  • Conduct complex attribution analysis and risk-return analysis on fund performance, Provide support to the front office teams regarding portfolio validation, investigations.
  • Continuous improvement & project work – Supporting system enhancements, product initiatives, and process automation.

Team Leader

Apex Group
Bengaluru, Karnataka
11.2022 - 03.2023
  • Expert in Post Trade Compliance Monitoring Business Support Team is a developing professional role. Applies specialty area knowledge in monitoring, assessing and analyzing data.
  • Analytical approach to the investment restrictions exceptions / breaches data in Compliance Monitoring System and perform the maintenance of existing restrictions rules and funds set up activities in monitoring system.
  • Creation and developing compliance monitoring process improvements, resulting in process efficiency increase and costs reduction, Supporting the business with unusual/non-standard situations demanding broad operational knowledge and experience.

Team Leader

State Street Global Markets LLC
Bengaluru, Karnataka
03.2021 - 10.2021
  • Deliver highly valued services and solutions to clients to ensure quality services are consistently delivered and clients are offered State Street’s full range of services as their needs and our services evolve.
  • Define risk environment for business unit and perform Risk and Control Assessment to ensure appropriate action is initiated and executed to minimize risk events.
  • Execute oversight activities to ensure interdepartmental deliveries are monitored and risks highlighted are addressed.

Team Leader

JP Morgan
09.2020 - 12.2020
  • The accuracy and completeness of financial data, adherence to accounting policies,
    accounting standards in line with US GAAPs. Timely and accurately month and quarter end
    reporting, collaboration and coordination with different teams.


  • Preparation of Schedule of investments, notes to financial statements. Stay up-to-date with
    evolving financial reporting requirements and ensure timely compliance with regulatory
    changes. Follow effective internal controls over financial reporting processes.

Team Leader

State Street HCL Services
Coimbatore, Tamil Nadu
07.2018 - 08.2020
  • Performing auto and manual validation of price using client approved source agreement (PSA). Updating corporate action via client as well as pricing vender in the system for securities such as pricing Right issue.
  • Interacting with the onshore team, and single handily resolving queries, Exception handling of data ensure adherence to / compliance with performance tracking mechanism, policies / procedures of the organization.
    Identify process improvement areas consistently refining the front to back process.
  • Security valuations and pricing unevaluated securities for the client portfolio. Interact extensively with portfolio managers and internal support departments to review pricing methodology.

Team Leader

Tata Consultancy Services
Chennai, Tamil Nadu
03.2015 - 07.2018
  • Ensure all the trades are properly actioned and escalated (if required) across EMEA/APAC markets, especially all the sensitive market trades / Short Sells are covered to mitigate any risk involved.
  • Taking all the precaution measures required to avoid the financial claims and ensuring that no trade is failing due to controllable reasons.
  • Effectively managing escalations and stakeholder relationships across the business unit. Recruiting and developing talent by taking training programs on IB concepts.

Senior Associate

RBS Business Services
Chennai, Tamil Nadu
02.2012 - 02.2014
  • Processing of sterling and international payments through SWIFT, Liaising with back office teams to ensure both timely and correct execution of customer payment orders.
  • Conflicting drivers and priorities of key stakeholders and assisting front office with sales activity, supporting customer on-boarding, account opening and closure.
  • Build and maintain close relationships with clients. Act on feedback from market surveys, client engagement programs etc.

Education

MBA - Finance And Marketing

Jansons School of Business
Coimbatore
07-2011

Skills

  • Analysis of investment portfolio performance
  • Post-trade regulatory adherence
  • Service-oriented client engagement
  • Project coordination
  • Effective leadership
  • Project execution management

Timeline

Vice President Level 1

Apex Group
03.2025 - Current

Assistant Vice President Level 1

Apex Group
03.2023 - 02.2025

Team Leader

Apex Group
11.2022 - 03.2023

Team Leader

State Street Global Markets LLC
03.2021 - 10.2021

Team Leader

JP Morgan
09.2020 - 12.2020

Team Leader

State Street HCL Services
07.2018 - 08.2020

Team Leader

Tata Consultancy Services
03.2015 - 07.2018

Senior Associate

RBS Business Services
02.2012 - 02.2014

MBA - Finance And Marketing

Jansons School of Business

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