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Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Consultant
      • Jul 2019 - Present

    • Technical Coordinator
      • Jul 2016 - Jun 2019

      Responsible for overseeing daily reconciliation and processing of Income and Corporate Actions events for the APAC Markets.Regularly interact with network of Sub-Custodians for payment and event clarifications Maintaining and reporting of Team's KPIProvide weekly process updates to StakeholdersWork with sub teams across different locationsResponsible for reviewing and updating the process documentsPoint of contact for process escalation and client queriesPerform regular quality control checksOversee and conduct regular process training and knowledge share sessions

    • United States
    • Financial Services
    • 700 & Above Employee
    • Technical Coordinator
      • Apr 2014 - Oct 2015

      Joined Northern Trust in April 2008 and worked at Bangalore, India and Manila, Philippines Northern Trust locations. During the last 7.5 years, worked for 4 different processes and handled one 11 months process migration to Manila. Specialized in Custodian side of reporting, including daily analysis and reporting of Income, Data Management and Pricing discrepancy statements. Key area of responsibility:# process training# work closely with the manager and team to ensure the daily BAU of the process# review and update the process documents, like DPAD, BCP, etc.# regular evaluation of employee's performance and provide feedback. Address all the performance and behavioral issues to the reporting managers and work closely with them for all performance deliberations# handle process escalation and provide solutions# perform regular quality control checks# interact with processing areas, like income collection, data management and pricing teams for solutions and process clarifications.# process improvement projects# perform regular volume and trend analysis and share it with the management

    • Senior Portfolio Accounting Analyst
      • May 2010 - Mar 2014

    • Portfolio Accounting Analyst
      • Apr 2008 - Apr 2010

    • Account Representative
      • Oct 2006 - Apr 2008
      • Bengaluru Area, India

      18 months experience in customer support process with Byond Global Outsourcing Pvt Ltd, specialized in debt recovery process.Key area of responsibility:# Handling inbound and outbound calls to resolve debt issues# maintain daily account information and update records# following up on the pending ...

Education

  • 2002 - 2005
    University Of North Bengal

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Industry Focus. “Financial Services”

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