Headline

Vice President | J.P. Morgan Wealth Management | Alternative Investment Operations | Transformation | Project Management | Change Management | Transition | PMP Certified Project Management Professional

About

Transformation and Operations Executive with 22+ years of experience, including 19+ years across Asset & Wealth Management and Alternative Investments. I specialize in driving enterprise transformation, Target Operating Model (TOM) design, digital enablement, and operational excellence across Front, Middle, and Back Office functions. I also hold an active Project Management Professional (PMP)® certification, reinforcing my commitment to delivering disciplined, outcome-focused change. Throughout my career, I have partnered with senior leaders across Business, Technology, Risk, Compliance, and Product Management to translate strategic priorities into scalable and sustainable solutions. My experience spans Private Equity, Hedge Funds, and Real Estate, with deep expertise across the investment lifecycle and operations ecosystem. I have successfully led complex, multi-year transformation programs focused on process re-engineering, automation, and analytics-driven decision making to enhance productivity, strengthen controls, improve scalability, and deliver superior client outcomes. I am passionate about building high-performing teams and fostering a culture of accountability, continuous improvement, and execution excellence. Recognized as a trusted advisor and catalyst for change, I thrive in global, matrixed environments and bring a collaborative leadership style that balances strategic thinking with operational execution. My experience includes leading global teams, delivering strategic programs at scale, and partnering with stakeholders across Operations, Technology, Risk, Compliance, and Product organizations. Core Areas of Expertise: • Alternative Investments (Private Equity, Hedge Funds, Real Estate) • Investment & Middle Office Operations • Transformation & Change Management • Target Operating Model (TOM) Design • Program & Project Management (PMP® Certified) • Process Excellence & Business Process Re-engineering • Automation & Digital Transformation • Governance, Risk & Controls • Stakeholder Management & Cross-Functional Leadership • Global Team Leadership & Talent Development • Operational Excellence & Continuous Improvement I am passionate about delivering sustainable business outcomes, leading transformation at scale, and building resilient, efficient, and client-centric organizations. I welcome opportunities to connect with professionals across Investment Management, Asset & Wealth Management, Alternative Investments, Operations, and Transformation.

Location

Bengaluru

AI stack

claude

codex

openai

ChatGPT

ChatGPT Images

Microsoft Copilot

Work experience

Vice President (Alternative Investment Projects/Change Management) at J.P. Morgan, Oct 2024 - Present · 2 yrs, Bengaluru, Karnataka, India, Lead strategic transformation across global Alternative Investment operations supporting Hedge Funds, Private Equity, and Real Estate platforms. Own a portfolio of 300+ initiatives spanning operating model evolution, automation, risk management, and process re-engineering. Partner with senior leaders across Business, Technology, Operations, Risk, and Compliance to deliver scalable and client-centric solutions. Drive governance, KPI management, and control frameworks to enhance operational resilience and regulatory readiness. Lead enterprise change programs focused on efficiency, digital enablement, and service excellence. Influence stakeholders across EMEA, APAC, and North America, ensuring alignment with strategic priorities and business outcomes. Sponsor innovation initiatives that improve scalability, productivity, and client experience. Provide thought leadership on transformation, operational excellence, and continuous improvement. Manage complex cross-functional dependencies and ensure successful execution of strategic programs. Serve as a trusted advisor to executive leadership, enabling sustainable growth and organizational effectiveness.

Vice President (Alternative Investment Operations Manager) (Hedge Funds/Private Equity/Real Estate) at J.P. Morgan, Apr 2020 - Sep 2024 · 4 yrs 6 mos, Bengaluru, Karnataka, India, Lead the Alternative Investment Operations Team for International Private Bank in Bengaluru. I manage the Trade Order Management Team (Reviewing trade order for completeness), Hedge Fund Servicing Team (Reconciliation of hedge funds) & the Private Equity Middle Office (transaction processing of Private Equity & Real Estate funds) TRADE ORDER MANAGEMENT: 1) Trade document review for completeness 2) Manage and coordinate the corporate action notification effort between investor relations team and front office 3) Manage and coordinate the private equity transfer effort between fund appointed law firms and front office 4) Support investor requirement on fund marketing & closing documents. HEDGE FUNDS: 1) Monthly reconciliation of client’s position between fund statement and internal banking ledger 2) Booking of fund initiated mild life events (Bonus Shares, Performance Shares, Equalization, Collapses, LP Adjustments, Rebate shares, Rounding adjustments) 3) Stock breaks management PRIVATE EQUITY & REAL ESTATE FUNDS: 1) Communication of Private Equity events to Client Services Specialist 2) Booking of Capital Calls, Return of Capital, Management fees and distributions into accounting systems 3) Monthly Reconciliation of Private Equity funds Additional deliverables - Team supervision & manage process related escalations - Providing analytical, technical and operational support to front office & middle office - Identify systems & processes changes to achieve operational improvement. - Conducting monthly & yearly performance dev elopement discussion - Review, Improve & establish the end to end control processes. - Performing controls and working on KPI/MIS Report - Work with technology group to prioritize business requirements - Coordinating System Testing for defects & enhancements - Conduct RCSA (Risk Control Self-Assessment) reviews for Audit readiness - Organizing Town hall - Conducting interviews for Asset Management

Vice President (Project Manager) at J.P. Morgan, Feb 2020 - Mar 2020 · 2 mos, Mumbai, Maharashtra, India, I am part of Operation’s Project Management Team for International Private Bank based in Mumbai. As a Project Manager I am responsible and accountable for delivering all elements of the projects to the required timescale and quality associated with different milestones. My key responsibilities: - Lead the project management group in Mumbai - Achieve operational objectives by contributing information and recommendations to strategic projects - Preparing and completing various project related documentation - Managing end to end of project life cycle - Managing relationships with the local, global and cross functional stakeholders - Closely collaborate with the different stakeholders across department to attain the project deliverables. (Operations & Technology) - Create and maintain the repository of all project related documents - Provide periodic and adhoc project status and escalate any delays immediately to the business and stakeholders - Solving problems; completing audits; identifying trends; determining system improvements; implementing change are few of my key strengths.

AVP at JP Morgan, Sep 2007 - Jan 2020 · 12 y 4 mo, Mumbai, Team Leader to Associate to Assistant Vice President Supported Cash Ops, Alternative Middle Office and PMO Teams

Team Member at JPMorganChase, Sep 2006 - Sep 2007 · 1 yr 1 mo, Mumbai, Maharashtra, India, JP Morgan Pvt Ltd CCS - Credit Card Services

Senior Team Member at 3 Global Services Private Limited (A Hutchison Whampoa Co.), Oct 2003 - Jul 2006 · 2 yrs 10 mos, Mumbai, Maharashtra, India

Education

Master of Business Administration, Uttaranchal university

Post Graduate Diploma in Business Management, Banking and Finance, NMIMS CDOE