At Deloitte, I lead investment management operations for alternative funds, spanning private equity, hedge funds, and pooled vehicles. I oversee expense allocation, accruals, invoicing, receivables reconciliation, time and expense governance, reporting, and workflow standardization.
I’ve supported global banks and investment firms on risk and controls, AML transaction monitoring, CAT/CAIS remediation, wealth-management portfolio allocation, and PMO transformation. My work includes BPMN process modelling in SAP Signavio, risk assessments, control matrices, UAT alignment, issue remediation, and stakeholder coordination across the US, EMEA, APAC, and India.
In PMO roles, I managed onboarding and offboarding across 15+ projects and 600+ resources, maintained work orders and delivery tracking, and supported global wealth-management integration and capital-markets programs. I also led AML quality-control workstreams and second-level reviews for a major US bank.
Before Deloitte, I managed wealth for corporate, HNI, and UHNI clients at Tata Capital Financial Services and was recognized among the top 10 Wealth Managers in India. I bring investment counselling, financial analysis, portfolio-focused remediation, and experience across alternative investments, mutual funds, and portfolio management services.
