Reena Pal

I’m a results-driven financial reporting professional with 7+ years of experience in investor reporting, portfolio analytics, and institutional client servicing within the asset management industry. In my current role, I manage financial and investor reporting for 50+ institutional client portfolios, delivering performance, holdings, valuation, transactions, earnings, and ROA reports with a focus on accuracy and timeliness.

I prepare, review, and validate Monthly Investment Reports (MIRs), Quarterly Investment Reports (QIRs), Investment Review Reports, and related disclosures (including FAS 157 and ERISA), while performing data validation, reconciliation, quality assurance, and portfolio analytics using data sourced from Aladdin, FactSet, InvestOne, and Position Analytics. I also contribute to reporting governance by maintaining and monitoring operational trackers and reviewing client reporting procedures annually.

I’ve supported automation initiatives that improved reporting efficiency—helping implement PEGA-based Intelligent Automation (BOT), gathering business requirements, executing E2E and UAT, and supporting post-production operations. Earlier, I served as an SME for money movement and external bank account setup, ensuring compliance with FINRA guidelines and strengthening operational excellence through audits, process improvements, and stakeholder collaboration.