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Shahnawaz Ahmad

@shahnawazahmad

Investment and pension reporting professional with 10 years of experience improving accuracy, SLAs, and stakeholder outcomes.

India
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What I'm looking for

I’m returning to a long-term corporate role and want to use my Advanced Excel, Financial Reporting, and Investment Operations expertise to deliver accurate pension/investment reporting, meet SLAs, and improve processes with strong stakeholder partnership.

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

Mercer Consulting India Pvt. Ltd. logoML

Senior Specialist – EPRT

Sep 2019 - May 2024 (4 years 8 months)

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.

Ntt Data Services logoNS

Finance Associate

May 2019 - Sep 2019 (4 months)

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.

Wipro Ltd. logoWL

Senior Analyst

Sep 2014 - May 2019 (4 years 8 months)

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

IC

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 logoAU

Aligarh Muslim University

Bachelor of Commerce (Honours), Commerce

Completed B.Com (Hons.).

Tech stack

Software and tools used professionally

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