Shahnawaz Ahmad
@shahnawazahmad
Investment and pension reporting professional with 10 years of experience improving accuracy, SLAs, and stakeholder outcomes.
What I'm looking for
I’m a finance and investment reporting professional with 10 years of experience across Pension Reporting, Performance Reporting, Reconciliation, Wealth Management Ops, NAV Analysis, and Financial Reporting. I specialize in managing European DB/DC pension reporting and producing trustee and client-facing reporting with strong attention to accuracy and compliance.
In my most recent role as a Senior Specialist – EPRT, I managed monthly and quarterly performance reporting for European DB and DC pension schemes. I prepared performance reports for trustees and clients, reviewed analyst deliverables for SLA compliance, and coordinated with consultants, stakeholders, and external data providers to resolve reporting issues.
Before that, I supported investment and reporting operations as a Senior Analyst and a Finance Associate. I conducted mutual fund research, NAV analysis, and portfolio performance reporting for institutional clients, and performed cash, trade, and bank reconciliations while investigating exceptions through root cause analysis.
I’m recognized for stakeholder management, delivering high-quality results, and driving process improvement. I also supported onboarding, training, and mentoring of new team members, and I’m now fully available and committed to returning to a long-term corporate role.
Experience
Work history, roles, and key accomplishments
Managed monthly and quarterly performance reporting for European DB/DC pension schemes, producing trustee and client-facing performance reports with accuracy and compliance. Reviewed analyst deliverables for SLA compliance and supported onboarding, mentoring, and process improvement initiatives.
Performed cash and trade reconciliations and investigated exceptions through root-cause analysis. Conducted bank reconciliations, processed client payment and portfolio transaction requests, and supported client/investor reporting.
Conducted mutual fund research, NAV analysis, and investment/performance reporting for institutional clients. Prepared dashboards and reports, supported stakeholder communication, and contributed to regulatory and investor reporting activities including data validation and reporting quality assurance.
Education
Degrees, certifications, and relevant coursework
IMS Engineering College
Master of Business Administration (MBA), Finance & Marketing
Completed an MBA in Finance & Marketing. Recognized as Best Performer and SME.
Aligarh Muslim University
Bachelor of Commerce (Honours), Commerce
Completed B.Com (Hons.).
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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