Open to opportunities

Deepa Nair

@deepanair

Message

I process high-volume financial transactions and strengthen operational controls at Vanguard.

United States

Message

What I'm looking for

I’m looking for a financial operations role where I can process high-volume transactions, strengthen risk controls, resolve client account issues, and contribute to accurate, compliant service delivery.

At Vanguard, I process money movement transactions, account maintenance requests, and client documentation while maintaining accuracy, timeliness, and regulatory compliance. I’ve completed 3,000+ cases across internal transfers, distributions, contributions, ownership changes, beneficiary updates, and account registrations.

I investigate discrepancies, conduct transaction verification, escalate suspicious activity, and support FINRA, AML, and SEC policy adherence. I was recognized with a Voice of Client Award for mitigating complex risk cases and reporting fraudulent activity.

Experience

Work history, roles, and key accomplishments

Financial Processing Associate

Vanguard

Oct 2024 - Sep 2026 (1 year 11 months)

Processed high-volume client financial transactions including internal transfers, distributions, and contributions, ensuring compliance with company policies and regulatory standards. Handled client account maintenance, conducted quality checks, and collaborated with internal teams to resolve issues and improve operational efficiency.