Available to hire
I’m a financial services professional with global investment experience, specializing in RFP management, investment operations, and financial analysis. I pride myself on accuracy, collaboration, and delivering client-focused outcomes.\n\nMy work translates complex data into clear, actionable insights for stakeholders, and I enjoy building robust processes that improve efficiency and compliance while supporting business growth.
Experience Level
Expert
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Work Experience
Control Accountant / Operations Analyst at Bank of New York Mellon
January 1, 2018 - January 1, 2019Supported global custody operations with reconciliations, settlements, accounting controls, and reporting across multiple asset classes. Reconciled an average of 3,500 monthly breaks (cash, position, dividend); managed money movements and ensured settlements aligned with redemption/subscription instructions; approved trades and communicated with corporate actions, FMS, risk, fund accounting, client services, and commissions teams; ensured accurate accounting entries and correct classification; identified and prioritized aged items; supported a team of 38 members.
Operations Analyst – Securities Lending & Client Setup at BNP Paribas Global Securities
January 1, 2020 - January 1, 2021Provided operational and client setup support for the Global Securities Lending and Borrowing business. Supported securities lending and borrowing operations; assisted with client creation, SSI code setup, and fund launches; researched production issues and handled client setup queries across derivatives, equities, and bonds.
Finance Associate at Acuity Knowledge Partners
January 1, 2021 - January 1, 2022Delivered high-quality RFP and investment content supporting client acquisition for global asset managers and financial institutions. Wrote, reviewed, and edited RFPs, RFIs, DDQs, and ad-hoc responses; collaborated with SMEs to translate complex investment data into clear, client-ready content; contributed to ESG, Equity, Fixed Income, and Multi-Asset questionnaires. Achievements included delivering process improvement ideas that reduced daily overtime and participation in CSR initiatives.
RFP Writer at MUFG Investor Services, London
January 1, 2023 - January 1, 2023Managed RFP, RFI, DDQ, and ad-hoc responses, ensuring alignment with brand tone and client requirements; verified responses addressed key client priorities and win themes; wrote executive summaries, cover letters, and supporting proposal documentation; incorporated feedback from proposal review sessions and supported knowledge management initiatives.
Financial Services Analyst at Antec Financial Services
January 1, 2023 - January 1, 2025Provided financial services and operational support across reporting, analysis, and client-facing activities, ensuring accuracy, compliance, and timely delivery. Supported applications including MOBIUS, TLM, CITRIX APP, CALYPSO, ALENA, QVIDIAN, SESMIC, RADAR, PIE, GIPS, Bloomberg; Qvidian; and other tools.
Education
BA in Business Economics at Madras University
January 11, 2030 - January 1, 2015MBA in Finance at Anna University
January 11, 2030 - January 1, 2017Qualifications
Industry Experience
Financial Services
Experience Level
Expert
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
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