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Emily chakrabortyEC
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Emily chakraborty

@emilychakraborty

Operations specialist ensuring compliant, high-accuracy mutual fund data auditing.

India
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What I'm looking for

I’m looking for a remote, compliance-focused operations role where I can own KYC/document auditing, high-volume data validation, and MIS reporting—with strict accuracy targets, clear SOPs, and fast cross-team issue resolution.

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

OL

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) logoNN

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 logoAC

Accredian

Global Certificate in Data Analysis, Data Analysis

Completed a Global Certificate in Data Analysis with Accredian in 2024.

University of Calcutta logoUC

University of Calcutta

Bachelor of Science (B.Sc.)

Completed a Bachelor of Science (B.Sc.) from the University of Calcutta.

Tech stack

Software and tools used professionally

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