AISHWARYA S

Company Overview: Investment banking institution

• Led a 12-member Middle Office Operations team managing asset transfers (ACAT & Non-ACAT) for US-based RIA and Broker-dealer clients.
• Automated 5,000+ hours of manual ACAT full-transfer processes using UiPath, reducing manual effort by 1.5 FTE and enhancing operational efficiency.
• Developed and implemented Power BI dashboards, reducing manual reporting time from 90 minutes to 10 minutes, enabling real-time data-driven decision-making.
• Identified workflow inefficiencies, implemented process enhancements, and saved 450+ hours annually.
• Enabled data-driven decision-making by integrating real-time analytics into operational workflows
• Led middle office outsourcing projects for new client acquisitions and brokerage services
• Managed process transitions from onshore teams, ensuring seamless resource allocation and operational efficiency.
• Ensured seamless BCP (Business Continuity Plan) execution, providing full support from the team during crisis situation.
• Conducted risk assessments and process optimizations to strengthen operational resilience
• Supported 30% of production for the Business Testing team (Salesforce & Wove integration project)
• Facilitated monthly 1-on-1 meetings with team members to provide guidance, address challenges, and enhance performance, contributing to a more engaged and productive workforce
• Actively involved in the Women's Initiative Network (WIN) EBRG committee events
• Coordinated programs for women returning from career breaks and global leadership awards
• Hosted the Future Leadership Program and served as a campus recruitment panelist.

• Managed a 12-member team overseeing Equities and Indices data services, including corporate actions, NAV updates, and performance reconciliation.
• Updating & validating real-time price, corporate action, dividends, yield, NAV, mergers& acquisitions, performance reconciliation
• Sourced & updated factsheet, prospectus information for offshore funds, ETFs, investment trusts, VCTs and hedge funds
• Ensured BAU's are handled with quality by collecting, analyzing, validating, and disseminating stock market information in timely manner
• Executed fund setups and coordinated with market data providers (Bloomberg, SEDOL, LSEG) for media code acquisitions.

• Handle projects and work with the business analysis team to write requirements and be involved in user acceptance testing whenever required.
• Resolved client queries within SLA through Salesforce Fusion, ensuring high service quality.
• Automated reporting and quality checks via Xceptor, improving data extraction efficiency.
• Developed and implemented performance metrics and dashboards to monitor team KPIs.
• Conducted scrum meetings and weekly catch-up meetings with team to discuss on progress of team goals
• Actively managed the team processes during BCP situations
• Inspired teams to achieve or exceed goals through regular motivation, implementing loyalty incentives, and facilitating team-building activities balanced workload distribution, resulting in increased productivity level