At Acuity Analytics, I manage investment onboarding and deal booking for a leading US investment bank’s Asset & Wealth Management platform. I oversee the lifecycle from document review and system setup through booking, reconciliation, data-quality validation, and sign-off, and support AI-enabled checks to identify discrepancies across source documents and transaction records.
I also coordinate testing and deployment of onboarding tools, maintain reconciliation and booking dashboards, and manage delivery across a 12-member onboarding team. Earlier, I supported portfolio analysis and FP&A at Genpact, fund accounting and investor reporting for Blackstone's Real Estate Asia funds at Blackstone CoE – Wipro, and financial and investment content at Six Red Marbles.
