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Sandesh WalnekarSW
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Sandesh Walnekar

@sandeshwalnekar

Detail-oriented Middle Office Operations Analyst specializing in trade lifecycle management.

India
Message

What I'm looking for

I am seeking an operations role in a collaborative, compliance-focused capital markets team where I can improve process efficiency, resolve breaks, support portfolio managers, and grow into senior operations responsibilities.

I am a detail-oriented Middle Office Operations Analyst with hands-on experience in trade lifecycle management, reconciliations, risk controls, and exception handling. I focus on accuracy, compliance, and process efficiency in fast-paced capital market environments.

I have performed daily, weekly, and monthly reconciliations across client, administrator, and prime broker records, investigated and resolved cash, position, OTE, and trade breaks, and monitored pending cash flows to prevent overdrafts and operational risk. I act as a primary point of contact for portfolio managers and prime brokers, supporting fund-related queries and SLA adherence.

I have supported regulatory and compliance reporting, conducted UAT testing for new system functionalities, and contributed to process improvement and automation efforts. I also train new joiners and collaborate with stakeholders to strengthen team capability.

I hold an MBA in Finance and certifications including NISM, Bloomberg (BFF & BMC), CAFTA, and EY CAFTA-related training. I am proactive, analytical, and committed to delivering seamless operational support and measurable improvements in operational processes.

Experience

Work history, roles, and key accomplishments

LI
Current

Hedge Fund Operations Analyst

Linedata

Jan 2025 - Present (1 year 1 month)

Performed daily reconciliations and trade lifecycle management for hedge fund clients, resolving cash, position, OTE, and trade breaks with brokers and administrators to ensure timely settlement and reduce operational risk. Generated MIS reports, supported regulatory/compliance reporting, conducted UAT for system enhancements, and trained new joiners to improve SLA adherence and process efficiency

Education

Degrees, certifications, and relevant coursework

IM

ICFAI Business School Mumbai

Master of Business Administration, Finance

2023 - 2025

Grade: CGPA: 6.5

Activities and societies: Accounting, Finance & taxation club; conducted fundamental and technical analysis of public sector banks; built financial models for forecasting and risk assessment.

MBA in Finance with coursework and projects focused on financial analysis, risk assessment, and capital markets; completed with a CGPA of 6.5.

Tech stack

Software and tools used professionally

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Sandesh Walnekar - Hedge Fund Operations Analyst - Linedata | Himalayas