Headline

Wealth Management Operations | Reconciliations | Data Validation | Asset Servicing | Financial Operations

About

I am a Wealth Management Operations professional with experience at Northern Trust and Incedo in accounting operations, reconciliations, valuation review, data validation, client documentation, and exception resolution. Skilled in investigating discrepancies, maintaining data accuracy, supporting financial reporting, and collaborating with cross-functional teams. Eager to leverage my transferable skills and operational experience in Asset Servicing, Fund Accounting, Financial Operations, and KYC/AML-related roles while continuing to grow professionally in the financial services industry.

Location

Bengaluru

AI stack

claude

gemini

grok

metaai

ChatGPT

Microsoft Copilot

Work experience

Analyst II at Northern Trust, Sep 2024 - Aug 2026 · 2 yrs, Bengaluru, Worked in Wealth Management Accounting and Data Valuation at Northern Trust, handling daily and monthly reconciliations, valuation reviews, transaction and portfolio data validation, and discrepancy investigation. Collaborated with cross-functional teams to resolve exceptions, support month-end close and financial reporting, maintain process controls, and ensure data accuracy and timely resolution of operational issues.

Associate at Incedo Inc., Dec 2023 - Aug 2024 · 9 mos, Gurugram, Worked in Wealth Management Accounting Services at Incedo, handling client documentation reviews, account information validation, KYC/onboarding-related processes, and exception management. Coordinated with relevant teams to resolve discrepancies, maintain accurate records, support operational workflows, and ensure adherence to process guidelines and service timelines.

Education

Certified Investment Banking Oerations Professional (CIBOP), Finance and Financial Management Services, Imarticus learning

Bachelor of Business Administration, Accounting and Finance, SHRI RAMSWAROOP MEMORIAL COLLEGE OF ENGINEERING AND MANAGEMENT, LUCKNOW