Emily chakraborty
@emilychakraborty
Operations specialist ensuring compliant, high-accuracy mutual fund data auditing.
What I'm looking for
I’m a disciplined Operations Specialist with 9+ years in BFSI and RTA, focused on high-volume Mutual Fund RTA Systems (including MF360). I run system-based KYC verification and rigorous document auditing workflows to keep investor records aligned with regulatory mandates.
I process and validate 1,500 to 3,000 complex mutual fund transactions and operational records daily, maintaining a consistent 92%+ system accuracy rate. I use advanced spreadsheet auditing to reconcile datasets and verify records against system logs, effectively eliminating high-risk compliance errors.
I leverage Microsoft Excel (Pivot Tables, VLOOKUP, XLOOKUP) alongside basic MySQL queries and basic Power BI configurations to update MIS reporting trackers and monitor transaction trend pipelines. I also document standard operating procedures in MS Word to support clarity, compliance, and repeatable execution.
Across my roles, I’ve optimized workflows by reducing manual processing bottlenecks and operational risks by 30% through strict quality assurance checking protocols. I collaborate with IT support teams and client stakeholders to resolve high-priority data discrepancies quickly using official MS Office communication channels.
Experience
Work history, roles, and key accomplishments
Operations Executive
CAMS Ltd.
Jan 2017 - Present (9 years 6 months)
Conduct daily system audits for KYC verification pipelines and investor records using MF360 and core RTA systems. Process high-volume mutual fund transactions with Excel-based reconciliation and maintain MIS reporting and compliance.
Public Relations Officer
Olivine IT Services Pvt. Ltd.
Jan 2015 - Jan 2016 (1 year)
Managed structured customer databases in Excel, applied data validation rules, and ensured data integrity. Handled client record queries and produced weekly resolution summaries using MS Word.
Education
Degrees, certifications, and relevant coursework
National Institute of Securities Markets (NISM)
NISM Series II-B Certificate (Investment Adviser), Investment Advisory
Earned the NISM Series II-B certificate (Investment Adviser).
Accredian
Global Certificate in Data Analysis, Data Analysis
Completed a Global Certificate in Data Analysis with Accredian in 2024.
University of Calcutta
Bachelor of Science (B.Sc.)
Completed a Bachelor of Science (B.Sc.) from the University of Calcutta.
Availability
Location
Authorized to work in
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