Karan Sodhi on Tal
Headline
#ImmediateJoiner- Operations Associate at Morgan Stanley | Middle & Back Office Specialist | Cash & Trade Settlement | Derivatives | Global Custody & Client Experience | Asset Wealth Management | Ex-JP Morgan | Ex-Eclerx
About
Currently into Asset Wealth Management Division-Client Experience Team:- 1.Managed end-to-end onboarding of new equity, derivatives, and fixed income accounts for high-net-worth clients by reviewing documentation, performing due diligence, and ensuring accounts were accurately funded within SLA. 2.Resolved complex inquiries from Financial Advisors related to equity/fixed income transactions, including cash raises, contributions, live market analysis reports, and portfolio manager investment actions. 3.Prepared sensitive daily business reports covering cash & security positions, unrecognized/freeze accounts, and reconciliation of client accounts vs custody. 4.Delivered regular portfolio updates and performance analyses to clients, ensuring alignment with their investment objectives. 5.Maintained proactive communication with internal and external stakeholders to resolve issues, validate information, and provide timely operational insights. 6.Demonstrated strong analytical and problem-solving skills by independently researching and resolving time-sensitive issues with precision and urgency. 7.Ensured timely and accurate resolution of client queries received through Financial Advisors via email and phone, maintaining high standards of responsiveness and service quality. **JP Morgan - Custody Client Facing Team (CFT Mumbai) :- 1.Trades: Managed client trade inquiries across US and international markets, overseeing trade initiation, matching, settlements, and post-settlement processes including fails clearance and reconciliation. 2.Collateral: Managed collateral movements queries (Cash & CCI/CCO trades) via Fax and Swift, ensuring timely settlement. Led weekly client calls to resolve ageing breaks, educate clients on balances, and support reconciliation of Main and Segregation accounts in compliance with custody requirements. 3.FX and Cash: Coordinated with J.P. Morgan’s FX/Cash processing group and fund managers to validate and execute client instructions, ensuring accuracy and completeness of Fax and Swift submissions. An avid learner with a unique blend of strategic thinking and interpersonal skills, dedicated to fostering long-term relationships with stakeholders and clients. Backed by diverse client service experience across Investment banking division -Middle & Back Office. I bring adaptability, insight, and a collaborative approach to every endeavor. I strongly believe in continuous growth and holistic personality development, striving to align personal progress with organizational success. National Level Player 🏆
Work experience
Associate at Morgan Stanley, Sep 2024 - May 2026 · 1 yr 9 mos, Mumbai
Team Leader at J.P. Morgan, Jun 2024 - Aug 2024 · 3 mos, Mumbai, Maharashtra, India
Senior Team Member at J.P. Morgan, May 2022 - May 2024 · 2 yrs 1 mo, Mumbai, Maharashtra, India
Financial Analyst at eClerx, Jul 2019 - Feb 2022 · 2 yrs 8 mos, Mumbai, Maharashtra, India
Account Executive at Whirlpool Corporation, Mar 2017 - Aug 2017 · 6 mos, Gurgaon, Haryana, India
Education
Bachelor of Commerce - BCom, Business/Commerce, General, BSA College
Matriculation, Intermediate, Chandanvan Public School
