Headline

Investment Operations | Post-Trade Reconciliation | APAC Markets (HK · Japan · Singapore · Vietnam) | Bank Loans · Fixed Income · FX · Derivatives · Corporate Action

About

I am an Investment Operations professional with 2+ years of experience in post-trade reconciliation and trade life cycle management at Clearwater Analytics. I specialize in managing institutional APAC client portfolios across bank loans, fixed income, corporate bonds, ABS/MBS, FX, swaps, repos, and options. What I do daily: — Resolve trade, cash, and position breaks across 100+ institutional portfolios — Liaise with custody teams across APAC jurisdictions — Lead exception management discussions with senior stakeholders — Drive process improvements that reduced manual effort by ~30% — Maintain 100% SLA compliance on client deliverables I thrive in high-volume, fast-paced environments where accuracy and counterparty relationships matter.

Location

Noida

Work experience

Reconciliation Associate at Clearwater Analytics, Apr 2025 - Present · 1 yr 3 mos, Noida, • Perform daily cash, position, and suspense reconciliations using Helios to ensure data accuracy across internal systems and client records • Investigate and resolve reconciliation breaks by identifying root causes and coordinating with internal teams and counterparties • Manage exceptions and workflow updates through Jira, including security creation, data corrections, and issue tracking • Prepare and deliver client-facing reports (cash, position, suspense) using Excel with a focus on accuracy and timeliness • Lead daily client calls to present reconciliation status, discuss discrepancies, and ensure timely resolution • Drive process improvements by optimizing client configurations and automating reporting workflows to reduce manual effort. • Performed back-end reconciliation activities to support data validation and operational accuracy

Reconciliation Analyst at Clearwater Analytics, Mar 2024 - Mar 2025 · 1 yr 1 mo, Noida, • Executed daily reconciliation activities for cash and position accounts, ensuring alignment between internal and external data sources • Identified and analyzed discrepancies, supporting timely resolution of reconciliation breaks • Assisted in the preparation of reconciliation reports and supported client deliverables with a focus on accuracy and timeliness • Raised and tracked issues through Jira, ensuring proper documentation and follow-up • Gained hands-on experience with reconciliation systems such as Helios and Excel-based reporting tools

Account Executive at UltraTech Cement, Jun 2023 - Jul 2023 · 2 mos, Gurugram, Haryana, India, Job Responsibilities - GST Reconciliation, Maintaining financial documents as per the Compliance policies, Verifying Invoices against Company Records

Education

PGDM, Finance, Its School of management Ghaziabad

Bachelor of Commerce - BCom, Accounting and Finance, School of Management Sciences, Varanasi