Headline

Senior Officer - Treasury Operations | CFA Candidate | Transitioning to Asset Management | Fund Operations & Investment Analysis

About

I'm a financial operations professional with 7 years of specialized experience in treasury management, liquidity optimization, and high-stakes financial reconciliation. I'm transitioning into asset management to build expertise in fund operations and investment processes, with genuine interest in deeper involvement in portfolio construction and strategy over time. CURRENT ROLE: Senior Officer - Treasury Banking at Afcons Infrastructure (Shapoorji Pallonji Group), where I manage: - End-to-end liquidity management and cash positioning - Large-volume bank reconciliations with 100% accuracy - Multi-currency bank guarantee lifecycle management - MIS automation and financial reporting (Power BI, Tabula) - Regulatory compliance and audit coordination WHY I'M TRANSITIONING: My treasury background gave me rigorous financial discipline and operational excellence. Now I want to apply that precision to investment operations—understanding how funds work, how portfolios are constructed, and gaining deeper insights into how investment decisions are made. WHAT I BRING: ✓ 7 years managing complex financial operations and compliance ✓ Deep expertise in reconciliation, accuracy, and regulatory standards ✓ Proficiency in SAP FI, Power BI, Excel (Advanced), and financial systems ✓ MBA in Financial Management + CFA Candidate ✓ Track record of process improvement and team leadership WHAT I'M LOOKING FOR: Fund Operations Analyst or similar roles at asset management companies where I can: 1. Learn fund mechanics and investment operations from the ground up 2. Build relationships with analysts and portfolio managers 3. Develop investment analysis skills in parallel with operational excellence 4. Build toward more strategic involvement in investment decisions and portfolio insights OPEN TO CONVERSATIONS ABOUT: Fund Operations, NAV Analysis, Trade Operations, or Risk Analyst roles at mutual funds, hedge funds, or asset managers. Let's connect if you're in asset management or can help me understand the space better. I'm genuinely committed to building expertise in this sector.

Location

Mumbai Metropolitan Region

Work experience

O2 Senior Accountant at AFCONS Infrastructure Limited - A Shapoorji Pallonji Group Company, Apr 2025 - Present · 1 yr 2 mos, Mumbai, Maharashtra, India

Officer - 1 (Treasury Banking) at AFCONS Infrastructure Limited - A Shapoorji Pallonji Group Company, Aug 2023 - Apr 2025 · 1 yr 9 mos, Mumbai, Maharashtra, India

Account Assistant at AFCONS Infrastructure Limited - A Shapoorji Pallonji Group Company, May 2019 - Aug 2023 · 4 yrs 4 mos, Mumbai, Maharashtra, India

Accounts Assistant at Global I Catcher, Apr 2018 - Apr 2019 · 1 yr 1 mo, Mumbai, Maharashtra, India

Education

Master of commerce, Accounting, University of Mumbai

MMS, Finance, Mumbai Educational Trust, MET League of Colleges