Pranali Kadam

I’m a Trade Lifecycle & Transfer Agency Operations professional with 3+ years of experience at a global financial institution. I focus on keeping trade operations accurate and timely through strong workflow ownership, precise validation, and dependable SLA execution.

In my role, I process daily subscription, redemption, switch, and transfer orders for mutual funds and alternative investments. I verify trade instructions for accurate execution within SLA cutoff times, run daily reconciliations between internal systems and fund platforms, and validate NAV figures in coordination with pricing, cash, and reconciliation teams for completed daily reporting.

I also resolve settlement fails by liaising with counterparties, brokers, and custodians for Swift resolution, and I research and clear transaction-specific discrepancies between internal and external systems. My client-facing approach includes handling trade-capture queries with timely status updates, and I’ve been recognized with the Champ Award (January 2023) and the Bravo Value Award for performance under pressure.