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soulfull dancer User

@soulfulldanceruser

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Investment banking operations leader specializing in reconciliations and process improvement.

India

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What I'm looking for

I am seeking a senior operations role where I can lead reconciliations, drive automation and process improvements, mentor teams, manage client relationships, and deliver measurable efficiency and risk-reduction outcomes.

I am an investment banking operations professional with over 19 years of experience across BFSI and BPO environments, specializing in cash and share reconciliation, fund accounting, trade management and transaction services. I have led large, multi-location teams across US, EMEA and APAC and driven measurable improvements in service delivery and risk controls.

My strengths include end-to-end process management, transitions and migrations, KPI development, digital adoption and RPA program leadership—from idea generation through production monitoring. I have a strong track record of client-facing stakeholder management, onboarding new hedge fund and managed account clients, and delivering timely reconciliations and settlements.

I deliver results through coaching and building capability in teams, implementing process improvements and automation, and instituting governance and controls that reduce risk and improve operational efficiency. I have been recognized repeatedly for commitment to excellence and for streamlining critical processes.

Experience

Work history, roles, and key accomplishments

Current

Assistant Vice President

Current

State Street Services Ltd.

Jun 2019 - Present (6 years 3 months)

Lead a 50+ FTE team managing fund accounting, cash and share reconciliation, and onboarding for US and European hedge funds and managed accounts, improving operational visibility via KPIs and enhancing stakeholder engagement.

Reconciliations Onboarding Team Management KPIs Stakeholder Management Risk Management Process Improvement

Team Manager - Operations

SS&C GlobeOp Technologies India Ltd.

Nov 2015 - Mar 2019 (3 years 4 months)

Led reconciliation automation and daily cash, position and clearing reconciliations, acted as single-point client contact for SLAs and escalations, and drove cross-team process improvements to meet deliverables.

Position Reconciliation SLA Management Process Improvement Cross Training Operations Management

Manager - Product Control

Cognizant Technology Solutions

Feb 2014 - Nov 2015 (1 year 9 months)

Produced and analyzed daily P&L for trading books (bonds, futures, repo, OTC), validated end-of-day valuations and rates, and investigated large P&L swings and reconciliation breaks to strengthen controls.

EOD Valuation Reconciliations Contrôles Risk Engines Data Validation

Lead Consultant - Operations

Genpact Headstrong Capital Markets

Oct 2010 - Feb 2014 (3 years 4 months)

Managed operations data for portfolio reports, reconciled daily cash flows and securities pricing from IDC/Bloomberg, and handled settlement of bank loan trades and trade entry reconciliations.

Bank Reconciliation Securities Pricing Trade Settlement Prime Broker Reconciliation

Senior Associate - Operations

SS&C GlobeOp Technologies India Ltd.

Sep 2006 - Sep 2010 (4 years)

Performed UAT for Geneva releases, reviewed and reconciled high-volume manual entries, participated in tool migration from Excel, and priced bank loans using market data tools to meet client requirements.

UAT LPC