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Senior Finance Manager with 8+ years in Wealth Management & Capital Markets
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
MBA-qualified Finance Analyst with 7+ years of experience in capital markets, investment banking, and financial operations. Expertise in eliciting, analysing, and documenting business requirements, portfolio management, reconciliation, private equity and trade lifecycle, Alternative Investments. Experienced in supporting UAT testing, SOP development, and collaborating with cross-functional teams and senior stakeholders to deliver business-aligned solutions in Agile environments.
Mphasis Ltd.
Assistant Operations Manager - Wealth Management Operations (L6)
May 1, 2025 – Present
Pune, Maharashtra, India
JPMorgan Chase & Co.
Team Lead - Asset & Wealth Management
April 1, 2023 – May 1, 2025
Mumbai, Maharashtra, India
State Street HCL Services
Financial Specialist - Portfolio Management for Syndicated loans
December 1, 2020 – November 1, 2022
Pune, Maharashtra, India
Cognizant Technology Solutions Corporation
Sr. Process Executive - Financial Market Operations
November 1, 2019 – December 1, 2020
Pune, Maharashtra, India
Gallagher Service Center (GSC) LLP
Process Analyst - Insurance brokerage Finance & Accounting
July 1, 2017 – November 1, 2019
Pune, Maharashtra, India
Certificate in India Insurer Accounting Fundamentals
Gallagher Service Center (GSC) LLP
November 1, 2019 – Present
Cultural Fit Analysis
The candidate has a diverse background across multiple financial institutions (Mphasis, JPMorgan Chase, State Street HCL, Cognizant, Gallagher), indicating adaptability to different corporate cultures. Their experience spans various aspects of finance, from wealth management operations to portfolio management and insurance accounting, suggesting a broad understanding of the financial industry. The target role of Senior Finance Manager aligns well with their progression into leadership and operational management within finance.
Soft Skills & Operational Fit
The candidate demonstrates strong leadership, stakeholder management, and problem-solving skills, crucial for a Senior Finance Manager role. Their experience in driving process improvements, managing large operational teams, and handling client escalations indicates a robust operational fit. The psychometric test score (308/500) suggests moderate performance in areas like logical reasoning, work attitude, and stress handling, which could be further explored.