Bharat Chandak
@bharatchandak
Fund services professional at Morgan Stanley managing hedge fund trade lifecycles with 100% accuracy and improving operational efficiency.
IndiaWhat I'm looking for
At Morgan Stanley, I manage end-to-end trade lifecycle activities for institutional hedge fund clients, maintaining 100% accuracy while meeting SLA requirements. I also review trade requests and month-end fund movements, and resolve investor and client queries.
At HSBC, I coordinated global trade settlements and managed custody operations. At Ocwen Financial Solutions, I reconciled investor and custodial accounts for Freddie Mac and PLS portfolios, supported investor reporting, and reviewed audit documentation.
Experience
Work history, roles, and key accomplishments
Managing end-to-end trade lifecycle activities for institutional hedge fund clients, processing high-volume transactions with 100% accuracy while meeting stringent SLA requirements. Reviewing trade requests, resolving investor queries, and driving process improvements to enhance operational efficiency.
Coordinated global trade settlements with brokers, custodians, and Foreign Portfolio Investors, ensuring accurate execution and margin management. Managed end-to-end custody and settlement operations while maintaining compliance with regulatory requirements.
Reconciled investor and custodial accounts for Freddie Mac and PLS portfolios, ensuring financial accuracy and reporting integrity. Conducted detailed reviews of loan modifications and account variances to support investor reporting and compliance.
Education
Degrees, certifications, and relevant coursework
Imarticus Learning
Post-Graduate Financial Analysis Programme, Financial Analysis
Completed the Post-Graduate Financial Analysis Programme (PGFAP) in 2025.
Lexicon MILE
Post Graduate Diploma in Management, Finance
Earned a Post Graduate Diploma in Management (PGDM) with a specialization in Finance in 2021.
Shri Jain PG College, Maharaja Ganga Singh University
Bachelor of Commerce, Commerce
Completed a Bachelor of Commerce (B.Com.) degree in 2018.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
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