Summary
Overview
Work History
Education
Skills
Timeline
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Manisha Kohli

Southborough,MA

Summary

Seasoned Lead Product Business Analyst with over a decade of experience in asset management, specializing in portfolio systems and stakeholder engagement. Excels in streamlining operations and spearheading high-impact projects to enhance efficiency and reduce costs. Skilled in team leadership, process optimization, and strategic planning, with a firm commitment to driving business growth and operational success.

Overview

29
29
years of professional experience

Work History

Lead Product Business Analyst

Manulife Asset Management
Boston, MA
05.2011 - Current

Lead Product Business Analyst: Oct 2024 - Present

Director, People Leader: June 2018 - Sept 2024

Manager: Jan 2016 - June 2018

Senior Business Analyst: May 2011 - Dec 2015

Led a global team, driving initiatives such as:

  • The consolidation of OMS databases, which streamlined trading operations. Awarded the Stars Of Excellence Individual accolade for exceptional contributions.
  • Optimized future commission rate inefficiencies by negotiating and consolidating brokers across all trading desks.
  • Onboarded externally managed funds on the OMS to manage overall exposure and MV.
  • Automated new order uploads through Open, and platforms like Perform and Checkfree, by FIX integration to OMS.
  • Standardize and automated access policy approvals based on roles to be SOX-compliant.
  • Spearheaded cross-departmental collaborations for vendor onboarding, enhancing project efficiency, and resource utilization.
  • Implemented strategic operational improvements, significantly enhancing customer service, and reducing operational costs.
  • Conducted in-depth process analyses, identifying key areas for improvement, and automating system controls to boost efficiency and reduce incidents to one-third.
  • Managed project scopes and delivered functional specifications, ensuring alignment with stakeholder needs and project objectives.

Trade InvestmentOperations Analyst

Trading Cross Connects (FourthCreek)
London, UK
09.2007 - 04.2011
  • Managed algorithmic strategies for FX trading, Treasuries, and manual option trading based on profitable strategies.
  • Administration and training of global staff and customer infrastructure.
  • Performed fund accounting responsibilities: reconciling, performance reporting, fund distribution and allocation, fees and commissions projections, and interactions with customers, brokers, and ECNs.
  • Collaborated with developers to define business specifications for real-time currency pair window.

Senior Auditor

State Street Corporation
Boston, MA
08.2006 - 07.2007

Senior Analyst – Model Validation Team.

  • Verify the accuracy of data and assumptions in risk models.
  • Designed and implemented data control checks for maintaining data integrity.
  • Developed and launched an efficient template system for business units to manage model inventory.

Senior Associate

Deloitte Financial Advisory Services LLP
Boston, MA
01.2004 - 08.2006
  • Managed litigation and dispute cases in various financial advisory services; focused on royalty disputes, security issuance.
  • Supported examination of documentation relevant to FCPA specifications.
  • Conducted procurement analysis, journal entry testing, and vendor integrity review to detect potential fraud.

Accountant and Finance Assistant

Scandent Group Inc.
North Andover, MA
03.2003 - 01.2004

Managed multiple tasks efficiently, meeting fixed monthly deadlines.

  • Collaborated with senior executives to support Treasury functions.
  • Assisted the finance controller with project profitability assessments and transfer pricing consistency.
  • Generated account statements for clients and international subsidiaries to facilitate the management of receivables.
  • Handled the bank book and daily inquiries regarding cash, allowances, and project expenses using QuickBooks.

Auditor and Article Ship

Mohinder Puri & Co
Delhi, New Delhi
09.1995 - 10.2000
  • Audited financial statements ensure an accurate representation of the organization's state.
  • Investigated factors contributing to profit fluctuations.
  • Companies audited: FAB India, Modern Bazaar, SITA Travels, Max India, Hyatt Regency, AVL Biomedical, TCI.

Education

Master of Science - Finance

Bentley, McCallum Graduate School of Business
Waltham
05-2003

Bachelor of Commerce, Financial Accounting And Auditing - Financial Accounting

Delhi University
Delhi, India
01-1999

Intermediate level - Accounting

Institute of Chartered Accountants of India
New Delhi, India
01-1998

Skills

  • Portfolio Asset Management System
  • Trade Life Cycle
  • SMF, Position, Cash, etc
  • Recon: OMS, DUCO, BBH
  • Stakeholder Engagement
  • Global Team Leadership
  • Process Optimization
  • Project Management
  • Systemic Impact Assessment
  • Analytical Problem Solving
  • Strategic Planning
  • Archer & CAP Management

Timeline

Lead Product Business Analyst

Manulife Asset Management
05.2011 - Current

Trade InvestmentOperations Analyst

Trading Cross Connects (FourthCreek)
09.2007 - 04.2011

Senior Auditor

State Street Corporation
08.2006 - 07.2007

Senior Associate

Deloitte Financial Advisory Services LLP
01.2004 - 08.2006

Accountant and Finance Assistant

Scandent Group Inc.
03.2003 - 01.2004

Auditor and Article Ship

Mohinder Puri & Co
09.1995 - 10.2000

Master of Science - Finance

Bentley, McCallum Graduate School of Business

Bachelor of Commerce, Financial Accounting And Auditing - Financial Accounting

Delhi University

Intermediate level - Accounting

Institute of Chartered Accountants of India
Manisha Kohli