KOMAL MEHTA

• Executing strategic and AI/ML initiatives to refine investment review process, emphasizing enhancements to investment performance analytics offering and automation alternatives to boost efficiency, accuracy, and time savings for USPB and USWM lines of business.
• Engaging with worldwide cross-functional teams involving technology, product, operations, legal, compliance, and business to execute strategic solutions and advance wealth management initiatives.
• Orchestrate comprehensive product delivery and project management, integrating milestone establishment, progress monitoring, and dissemination of weekly project status updates to product cabinet and stakeholders.
• Engaging with stakeholders to outline critical business requirements, lead design working group sessions, and formulate and uphold user testing plans and scripts.
• Directed user acceptance testing (UAT) and production testing life cycles for investments performance applications, capturing and managing enhancements and defects
• Supported change management and control operations, focusing on documenting and providing evidence for change management control forms while aiding implementation efforts.
• Oversee project scorecards and critical metrics for senior management, supplying ad hoc data research and analysis when required.
• Facilitating training and communication initiatives to business users for new performance reporting applications and feature enhancements

• Executing strategic and AI/ML initiatives to refine investment review process, emphasizing enhancements to investment performance analytics offering and automation alternatives to boost efficiency, accuracy, and time savings for JPMA line of business.
• Engaging with worldwide cross-functional teams involving technology, product, operations, legal, compliance, and business to execute strategic solutions and advance wealth management initiatives.
• Orchestrate comprehensive product delivery and project management, integrating milestone establishment, progress monitoring, and dissemination of weekly project status updates to product cabinet and stakeholders.
• Engaging with stakeholders to outline critical business requirements, lead design working group sessions, and formulate and uphold user testing plans and scripts.
• Directed user acceptance testing (UAT) and production testing life cycles for investments performance applications, capturing and managing enhancements and defects
• Supported change management and control operations, focusing on documenting and providing evidence for change management control forms while aiding implementation efforts.
• Oversee project scorecards and critical metrics for senior management, supplying ad hoc data research and analysis when required.
• Facilitating training and communication initiatives to business users for new performance reporting applications and feature enhancements

• Investment Portfolio Measurement, Attribution, Ex-post risk analysis, Compliance & Project Delivery
• Leading a team of 8+ to direct product release management within International Private Bank (IPB) for Portfolio Analytic Group (PAG) space of AWM
• Composing function & team specific project plan to provide accurate status to senior management, stakeholders and project schedulers regarding project milestones, risk and dependencies
• In charge of establishing strategic investment performance platform project as a complete solution with data-hub, calculator, data validation controls and client reporting utilities
• Regulating resource allocation, capacity planning, project scheduling & execution, risk management, mitigation, etc.
• Steered migration & deployment on Strategic Platform & chaired weekly Delivery Optimization meetings to boost performance
• Guiding multiple teams to assure effective data gathering across functions and liaised with tech partners & vendors for performance engine upgrade and migrations
• Initiated Change mobilization drive to identify inefficiencies as well manual activities within the PAG daily tasks and make recommendations on how to improve them with tactic & strategic design solutions
• Spearheading a team of 5+ to setup Standard Business reporting Metrics across AWM regional groups within PAG business as a uniform automated dashboard
• Directing quarterly Audits to assure alignment of departmental processes with best practices & statutory norms
• Guaranteeing day to day management of the Project teams in India, assuring personal and team development
• Educating cross functional team on new products and platforms

Key Achievements

• Successfully integrated daily accounting feeds (from old to new custodian) for multi asset strategies into investment performance database. Completed integration within 10 months and cost saves of $85K
• Created strategic proposals for indices & benchmarks to adapt daily model within wealth management space and effectively implemented for 8 platforms covering ~65K multi asset strategies
• Migrated investment performance engine from Apollo to SPARTA at total & asset class level for 8 platforms covering 2.5million strategies
• Received the Best Performer Award for the quarter Q3'18 and Best team Award for the quarter Q2'19
• Awarded with the AWM International Associate title for the year '19, as a top notch 20 talented AVP shortlisted from 10 countries out of ~1500 AVPs

• Portfolio Management, Compliance & Project Delivery
• Managed AMG Global Investment Performance and Reporting team of 85+ based in India
• Verifying delivery of all assigned outputs and completion of agreed tasks, in line with the deadlines and service levels implemented
• Responsible for performing global, functional, policy and standards, as determined by the AMG Global Performance and Reporting team
• Providing management information, including KPIs, capacity matrixs, on all relevant processes and tasks
• Identifying inefficiencies in the current production processes and make recommendations on how to improve them
• Spearheading team provisions with effective, detailed and technical consultancy to verify daily activities within team support the business units
• Training the team on new products/processes
• Performing employee yearly appraisals and monthly discussions with individual to analyze past employee performance and to set future goals

Key Achievements

• Successfully executed new automated Workflow dashboard for all manual sign off for all Portfolios and Indices. This helped in improve accuracy standards of daily and monthly reporting as well as helped resource utilization effectively
• Reviewed and identified all Daily index data feeds from vendor and automate edit effectively across regions and reporting platforms. This resulted in cost save of $144K pa.
• Actively collaborated with multiple global stakeholders to complete pending historic data load projects
• Supported and assured implementation of EU regulations standards like, MiFID II and PRIIPs
• Conceptualized and spearheaded projects that accelerated monthly reconciliation processing; significantly increased the accuracy and timeliness of daily, monthly and quarterly reporting

• Effectively instructing clients as well as team on performance attribution and analytics product offerings through informative tutoring, which enabled them to decide on investment manager’s strategy and fund’s performance
• Competently performed out a supervise role in performance tracking database that provided staff with full access to client service level agreement
• Effectively instructing clients as well as team on performance attribution and analytics product offerings through informative tutoring, which enabled them to decide on investment manager’s strategy and fund’s performance

• Monitored technology up grade projects for P&L activities across Dublin and America’s clients. The P&L exception rules are standardized across locations
• Standardization and removal of non-value added steps/activities for sub process under HFS and PERES teams, with help of VBA and advance micro-soft excel. The end result of it, 9 FTE productivity saves delivered for across Bangalore and Manila
• Monitor location strategy allocation as a strategic integration to ensure business contingency to support daily operations within three location

• Played a significant part in generating investment performance and asset allocation information in formats that maximized data effectiveness
• Successfully evaluated and tested investment policy and/or asset allocation modifications as well as presented data that refuted recommendations
• Conceptualized and spearheaded projects that accelerated monthly reconciliation processing; significantly increased the accuracy and timeliness of monthly and quarterly reporting
• Effectively tutored clients as well as team on performance attribution and analytics product offerings through informative trainings, which enabled them to decide on investment manager’s strategy and fund’s performance
• Competently carried out a spearhead role in performance tracking database that provided staff with full access to client service level agreement
• Played a pivotal role in generating platform for outsource performance measurement unit in India

• Efficiently headed and maintained performance database of custodian investment performance clients
• Successfully planned and organized custodian investment performance trainings to teams
• Played an important role in process migration from client onsite to offshore unit and a major contributor of stabilizing new migrated processes