Sai Sparsh Naidu Somravoti
Dallas,TX
Summary
Results-oriented Finance professional with a Master’s in Finance and Financial Analytics and extensive experience in financial operations and risk management. Proven track record of managing complex financial covenants and property insurance compliance within Asset & Wealth Management. Expert at serving as a strategic liaison between internal asset managers and external stakeholders, including sponsors and brokers, to ensure 100% contractual and regulatory alignment. Possesses a control-oriented mentality with strong analytical skills and a commitment to maintaining data integrity and operational excellence.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Asset and Wealth Management Operations Analyst
(Site-Goldman Sachs & Co) Constantin Control Associates LP
03.2025 - Current
- Liaise daily with Asset Managers to provide updates on covenant compliance status for high-growth Real Estate and Structured Credit portfolios.
- Proactively reach out to Sponsors and Brokers to obtain necessary financial statements, rent rolls, and compliance certificates required for covenant tracking.
- Maintain strong relationships with Brokers to facilitate the timely delivery of property insurance documentation and clarify policy discrepancies.
- Manage risk & control workflows by identifying and remediating data gaps in the covenant tracking lifecycle to enhance reporting accuracy.
- Collaborated with cross-functional teams to streamline workflows and enhance project outcomes.
- Coordinate with Asset Managers during deal onboarding to ensure data infrastructure reflects correctly.
- Implemented process enhancements that improved accuracy and reduced turnaround times in reporting tasks.
- Collaborate with Asset Managers to remediate financial breaches.
- Reach out to Sponsors and Brokers to obtain necessary financial statements, rent rolls, and compliance certificates required for comprehensive covenant tracking.
- Coordinate directly with insurance vendors and brokers to address policies that are expired or expiring soon, ensuring continuous coverage and zero-lapse periods across the portfolio.
- Manage the onboarding of renewed insurance policies, accurately updating internal tracking systems and verifying that new documentation aligns with bespoke investment contract requirements.
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Assessed operational performance to identify areas for improvement.
- Worked with engineers and technical staff to recommend hardware and software adjustments and resolve design flaws.
- Managed approximately around 200 portfolio's insurance documents.
Operations Analyst
Wells Fargo
12.2021 - 06.2023
- Identifying operational requirements and opportunities for improvement
- Determining appropriate methods to analyze operations, relevant information, and data.
- Documenting findings, preparing reports, and making recommendations
- Developing new processes and procedures to enhance operations and maintaining quality standards.
- Working with managers and employees to implement changes.
- Trained 30 employees to use new systems or follow new processes.
- Analyzed performance metrics to identify trends, making data-driven recommendations for improvements.
- Conducted thorough root cause analysis for complex technical issues, enabling effective resolution.
- Enhanced team collaboration with streamlined communication channels, leading to faster problem-solving.
- Participated in on-call rotations as needed, demonstrating strong commitment to always maintaining service continuity.
- Investigated system issues and implemented resolutions to reduce downtime.
Associate Technical Support
TECH MAHINDRA
12.2020 - 12.2021
- Worked as associate technician for client named Belong for 12 months.
- Trained 15 new employees in technical process which was required for client.
- Identifying hardware and software solutions
- Troubleshooting technical issues and repairing faults
- Installing and configuring hardware and software
- Speaking to customers to get to root of their problem and providing customer feedback.
- Improved customer satisfaction by promptly addressing and resolving technical issues.
- Conducted regular reviews of support team performance metrics, identifying areas for improvement, and implementing changes to enhance overall service quality.
- Increased product knowledge within team by conducting regular training sessions on new features and updates.
Content Writer
CYBERMATE INFOTEK LIMITED
02.2019 - 09.2019
- Conducting in-depth research on industry-related topics to develop original content.
- Developing content for blogs, articles, product descriptions, social media, and company website.
- Completed thorough research into assigned topics.
- Improved content quality by conducting thorough research and incorporating industry trends.
- Utilized exceptional writing, editing, and proofreading skills to produce engaging and error-free content.
Education
Master of Science - Finance and Financial Analytics
University of New Haven
West Haven, CT12.2024
Bachelor of Commerce - Commerce
Little Flower Degree College
Hyderabad, India10.2020
Skills
- Microsoft Excel, Microsoft Word, Office Suite
- Financial Operations, Asset Servicing, Covenant Tracking
- Asset Manager Liaison, Sponsor/Broker Relations, Vendor Management
- Data analysis, Operational efficiency
- Workflow optimization, Client Support
- Accounting, Forecasting, Quantitative Finance, Risk Analysis
- Financial Planning, Financial Analysis, Financial Reporting
- Budget Management, Balance Sheets
- Power Bi, Tally ERP9, SAP Financial Systems B1 - TB1000, TB1100, TB1200
- EXPERTISE SUMMARY
- Thorough knowledge of Finance, Accounting, Statistics
- Willingness to learn and ability to deal situations diplomatically
- Strong analytical and problem-solving skills with a meticulous, control-oriented mentality focused on mitigating operational and financial risk
- Cross-Functional Collaboration: Proficient in communicating technical risk deficiencies and compliance statuses to Asset Managers, Legal, and Tax departments
- External Stakeholder Management: Skilled in conducting professional outreach to Sponsors, Brokers, and Insurance Vendors to secure critical compliance data and facilitate renewals
- Strategic Reporting: Ability to translate complex financial triggers and covenant breaches into clear, actionable updates for senior leadership
Certification
- SAP B1- TB1000, TB1100, TB1200
- Tally ERP.9
Timeline
Asset and Wealth Management Operations Analyst
(Site-Goldman Sachs & Co) Constantin Control Associates LP
03.2025 - Current
Operations Analyst
Wells Fargo
12.2021 - 06.2023
Associate Technical Support
TECH MAHINDRA
12.2020 - 12.2021
Content Writer
CYBERMATE INFOTEK LIMITED
02.2019 - 09.2019
Bachelor of Commerce - Commerce
Little Flower Degree College
Master of Science - Finance and Financial Analytics
University of New Haven