Rohan User
@rohanuser14
I manage fund operations, trade reconciliation, and NAV oversight across $1B+ in multi-asset AUM.
IndiaWhat I'm looking for
At Morgan Stanley, I manage trade reconciliation, NAV oversight, corporate actions, pricing, and allocation across $1B+ AUM in equities, fixed income, and derivatives. I support two funds with zero missed deadlines while protecting trade accuracy and NAV integrity.
I use expense, accrual, pricing, and reconciliation analysis to identify operational gaps, including AI-driven workflow automation that improved efficiency by 5% and reduced manual work by two hours per week. I also partner with Client Services, Investor Services, and IT to streamline fund-servicing processes.
Experience
Work history, roles, and key accomplishments
Managed trade reconciliation, NAV oversight, and corporate actions across $1B+ AUM in equities, fixed income, and derivatives, ensuring zero missed deadlines across 2 funds. Analysed expense and accrual data to identify inefficiencies, automating workflows via AI-driven tools, improving efficiency by 5% and cutting manual processing by 2 hrs/week.
Built foundation in trade lifecycle processing and financial statement analysis through training in swaps, bonds, forwards, and futures. Gained cross-team exposure to fund operations, trade processing, and reporting workflows for global institutional clients.
Education
Degrees, certifications, and relevant coursework
Symbiosis Institute of Business Management, Bengaluru
MBA, Finance
Grade: CGPA: 7.36
Pursuing an MBA in Finance with a CGPA of 7.36, expected to complete in 2026.
The Heritage Academy, Kolkata
BBA, General Management
Grade: 80.1%
Completed BBA in General Management with 80.1% in 2023.
M.P. Birla Foundation H.S. School, Kolkata
Class XII (ISC), General
Grade: 87.5%
Completed Class XII under ISC with 87.5% in 2020.
M.P. Birla Foundation H.S. School, Kolkata
Class X (ICSE), General
Grade: 88.4%
Completed Class X under ICSE with 88.4% in 2018.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
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