AISHWARYA S
Chennai
Summary
Results-driven program manager with 14+ years of experience in investment banking, financial market data analysis, and process optimization. Expertise in leading cross-functional teams, driving automation, and implementing data-driven strategies. Adept at stakeholder management, business process improvements, and delivering operational excellence. Passionate about leveraging technology to enhance efficiency, reduce costs, and drive scalable solutions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Vice President, Client Processing
BNY Pershing
12.2022 - Current
- 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
- Managed process transitions from onshore teams, ensuring seamless resource allocation and operational efficiency
- Conducted risk assessments, strengthening operational resilience and mitigating inefficiencies
- Spearheaded cross-functional collaboration with technology teams, optimizing tools and processes
- Defined and tracked key performance metrics to improve customer experience and operational success
- Led outsourcing initiatives, improving productivity and cost savings for brokerage services
- Actively engaged in Diversity & Inclusion initiatives, organizing programs for returning professionals and leadership awards
Team Leader
FE FUNDINFO
07.2010 - 11.2022
- Managed a 12-member team overseeing Equities and Indices data services, including corporate actions, NAV updates, and performance reconciliation
- Executed fund setups and coordinated with market data providers (Bloomberg, SEDOL, LSEG) for media code acquisitions
- Automated reporting and quality checks via Xceptor, improving data extraction efficiency
- Led cross-functional projects, collaborating with business analysts and tech teams to drive improvements
- Resolved client queries within SLA through Salesforce Fusion, ensuring high service quality
- Extracted and analyzed data through SQL queries, driving process optimization initiatives
- Developed and implemented performance metrics and dashboards to monitor team KPIs
- Spearheaded process improvements, achieving greater efficiency and cost reduction
Education
Master of Business Administration (MBA) - HR
Anna University
01.2012
Skills
- Program & Project Management
- Process Optimization
- Stakeholder Management
- Business Analysis
- Investment Banking
- Data Analytics
- SQL
- Power BI
- Automation
- Change Management
- Business Testing
- Team Leadership
- Risk Management
- UiPath
- Dashboarding & Reporting
- Data analysis
- Process automation
- Cross-functional collaboration
- Decision-making
- Critical thinking
- Process improvement
- Performance monitoring
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of [Number] staff members.
- Collaborated with team of [Number] in the development of [Project name].
Certification
- Securities Industry Essentials (SIE) – FINRA
- Career Essentials in Generative AI – Microsoft & LinkedIn
- Advanced Excel & SQL for Business Analytics
Languages
English
Full Professional
Tamil
Native or Bilingual
Timeline
Vice President, Client Processing
BNY Pershing
12.2022 - Current
Team Leader
FE FUNDINFO
07.2010 - 11.2022
Master of Business Administration (MBA) - HR
Anna University