Nashra Syedi,

Asset Management

Operations Specialist

DUBAI, UAE · addf82@r.postjobfree.com

PROFILE

• Investment Banking professional with 7.6 years of experience in driving commercially sustainable operations through solid risk management, comprehensive workflow redesign and prudent client service.

• Proven ability to work with global cross-functional teams and experience in identifying redundant processes and initiate improvement plans to achieve operational efficiency

• Independent self starter with excellent communication skills and strong entrepreneurial drive

• Effective leader with distinguished capabilities in managing, leading and building high performance teams to achieve higher organizational and team goals. EMPLOYMENT HISTORY

Operations Specialist & Vice President - Investment Guidelines, Goldman Sachs

Aug 2017 — Jan 2020, Bangalore

Growth Path

• August 2017 - December 2017 Associate

• January 2018 - December 2019 Senior Operations Specialist

• January 2020 - Vice President

Responsibilities

• Monitoring client and regulatory (1940 & UCITS) Investment guidelines of client portfolio and ensuring violations are addressed in a timely manner by liaising with portfolio managers, traders and client relationship managers

• Identify guidelines from account governing documents, IMA, Prospectus and re-review accounts that are coded in LZ sentinel to ensure all guidelines are coded without discrepancies

• Operations representative for client meetings and for performing due diligence on certification process

• Worked through full life-cycle of portfolios from implementation, ongoing oversight and relationship management to restructuring and termination of mandates.

• Supervisory and career Management responsibilities for 5 analyst and associates in the team. involved in resource management of team and responsible for daily work allocation

• Addressing & resolving escalations/people issues/challenges related to deliverables and providing constructive feedback to the team members on a regular basis Highlights

• Timely Delivery on various initiatives in automating compliance report delivery process. This involved preparing and presenting specification documents, bridging communication between management and IT to bring consensus and to allocate adequate resources

• Worked on exception reduction analysis project which involved identifying opportunities for reducing false exceptions and efficient rule coding in sentinel and which resulted in 20% reduction in borrowing exceptions

• Tested ML(Machine Learning) predictions for guidelines exception and provided inputs for a more streamlined output

• Led team through organizational re-structure . Integrated new functions into the team while cross training individuals to reduce key-person dependencies DETAILS

Dubai, UAE

+971-*********

SKILLS

Interpersonal

Communication

Risk Management

Investment Compliance

& Monitoring

Portfolio Management

Liquidity Management

Team Management

Change Management

Internal & External

Stakeholder Management

Reconciliations

Microsoft Office Suite

LANGUAGES

English

Hindi

Urdu

Kannada

• Steered efforts in migrating coding review process from Bangalore to New Jersey team Associate - Liquidity Management, Goldman Sachs

Jul 2014 — Jul 2017, Bangalore

Growth Path

• July 2014 – December 2015 Analyst

• January 2016 – July 2017 Associate

Responsibilities:

• Overseeing cash management functions, primarily focusing on projecting cash levels and overdrafts to the portfolio managers/traders to support daily investment activities

• Monitoring day on day account NA V change and report any change in NAV above 2%

• Provided subject matter expertise and training to global and local teams

• Responsible for addressing critical desk queries from traders and portfolio managers

• Workflow Manager – Following up with the team to ensure projections are signed off within the SLA with accurate cash numbers

Highlights

• Automated the manual approval of FX transactions(MT300) in collaboration with technology by enhancing auto match logic post risk analysis which resulted in efficiency and time saving for the team

• Successfully automated cash projections report delivery using Alteryx. Played an integral role in shaping the design and drafting requirements and testing codes to automate the delivery of the reports and manual controls

• Part of cash management tool enhancement project and led testing processes Analyst - Fixed Income Reconciliations, Goldman Sachs Jun 2012 — Jul 2014, Bangalore

Responsibilities

• Handling stock and cash accounts reconciliations against multiple global custodian

• Managed risk on portfolios attributed to high value & aged positions exceptions, and worked extensively with custodians and internal teams to drive them to closure

• Preparing and delivering client reports and NAVs for institutional clients and funds

• Worked closely with trading desks and external counterparts to resolve post-execution discrepancies on Equities and Fixed Income securities to reduce the risk of settlement failure

• Part of automation team, involved in identifying opportunities for process improvement to increase automate match rate in the reconciliation process EDUCATION

Christ University, Executive MBA

2015 — 2017, Bangalore

Jyoti Nivas College, Bachelors of Business Management (BBM) 2009 — 2012, Bangalore

AWARDS & INTERESTS

• Coordinator of Entrepreneurship cell at Jyoti Nivas College and Won National championship award in Entrepreneurship week - 2011

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