Reethika Bojja

Responsible for liquidity operations, trade monitoring, client servicing, and onboarding activities supporting Northern Trust's money market and liquidity solutions business. Oversees trade lifecycle processing, monitors portal activity, resolves operational exceptions, supports institutional and intermediary clients, and contributes to process improvements and operational risk management to ensure efficient and accurate liquidity product servicing.

• Monitored daily trade activity for institutional money market funds, ensuring timely processing, confirmation, and resolution of trade exceptions across the trade lifecycle.
• Performed end-to-end trade support functions, including transaction monitoring, status verification, issue investigation, and escalation of non-confirmed or stale trades to minimize operational risk.
• Conducted trade cycle reviews throughout the day, proactively identifying processing delays and coordinating with internal teams to ensure timely trade settlement and completion.
• Supported high-volume institutional trade operations by reviewing subscriptions, redemptions, and cash flow activity while maintaining adherence to operational controls and service-level standards.
• Investigated and resolved trade discrepancies, processing exceptions, and operational inquiries, improving transaction accuracy and reducing processing delays.
• Successfully managed institutional client onboarding, account maintenance, portal administration, and trade support activities while serving as a trusted operational partner for clients and internal stakeholders, ensuring efficient onboarding, accurate account setup, and exceptional client service throughout the account lifecycle.
• Monitored and approved institutional money market fund transaction activity through the Capacity Management System (CMS), ensuring adherence to liquidity capacity thresholds and operational controls.
• Reviewed large trade notifications and managed same-day cash flow oversight to support portfolio liquidity management and fund capacity requirements.
• Executed late-day capacity monitoring and trade approval functions while maintaining a 15-minute SLA in a high-volume operational environment.
• Partnered with portfolio management, client service, and operations teams to facilitate timely processing of institutional money market fund subscriptions and redemptions.
• Managed daily publication, validation, and distribution of money market fund rates and yields, performing quality control reviews, resolving data discrepancies, and partnering with internal stakeholders to ensure accurate client reporting and compliance with operational deadlines.
• Partnered with technology teams on system enhancements, user acceptance testing (UAT), regression testing, and production validations to support platform upgrades and process improvements.
• Executed annual user access audits for the liquidity trading portal by reviewing client entitlements, validating user permissions, coordinating certification reviews, processing access updates, and supporting compliance with operational risk and access governance controls.

Supported institutional money market fund operations and intermediary relationships by managing client onboarding, trade execution, fund administration, fee processing, and regulatory compliance activities. Served as a key liaison between clients, transfer agents, portfolio managers, fund accounting, and technology teams to resolve operational issues, improve processes, and ensure efficient trade settlement and client servicing. Drove process enhancements through cross-functional collaboration, automation initiatives, and ongoing oversight of trading platform operations.

• Managed end-to-end operational support for institutional clients and intermediaries, overseeing onboarding, account maintenance, trade processing, and client servicing activities.
• Administered fee billing processes, reconciled commissions, 12b-1 fees, dividends, and capital gains distributions to ensure accurate financial reporting and timely payments.
• Monitored and managed activity within the Morgan Money trading platform, supporting onshore funds.
• Coordinated with transfer agents, fund accounting, portfolio managers, and risk teams to resolve trade exceptions, investigate failed trades, and improve operational efficiency.
• Facilitated monthly meetings with transfer agency and cross-functional stakeholders to resolve operational challenges, optimize transaction workflows, identify automation opportunities, and improve overall service delivery for clients and intermediaries.
• Served as a key liaison between intermediaries, clients, transfer agents, and fund companies, ensuring seamless communication and issue resolution.
• Led client onboarding efforts by gathering regulatory documentation, completing account setup requirements, and tailoring onboarding plans to meet client-specific needs
• Partnered with technology teams on system enhancements, user acceptance testing (UAT), regression testing, and production validations to support platform upgrades and process improvements.