Front Desk Asset Manager

Career Summary

BRIJESH LAKSHMAN Mob: +91-991*******

Email: *********@*****.***

Career Summary:

● MBA Finance graduate with total Experience of 10 years, in RFP writing, Consultant databases, Qvidian DB management/Content management, Production of Marketing collaterals (Factsheets), AUM reporting, Team management, Client Relationship Management and Project transition/development

● Currently employed with State street corporation a leading KPO, supervising a team of 8 supporting US, EMEA and A-PAC based Asset Manager

● Previously handled RFP writing, Consultant databases, Qvidian DB management, AUM and Factsheet reporting process for Acuity (previously known as Moody’s) and SSgA

● Hold a valid Indian Passport with US B1/B2 Visa until 2027 Professional Experience:

Present Employer: State Street Corporation Tenure: June 2020 to Till Date Location: Bangalore, India Designation: Manager/Officer Client: US and EMEA based Asset Manager

Responsibilities:

End to end RFP/DDQ process from Kick off call till the submission to sales

Transition of this Pilot project for Sector Solution RFP team which includes hiring, training, trackers, SOP’s/documentations and help teammates on control production

Support Sector solution RFP team for the client in US and EMEA Region on diverse business functions with the below skills -

o Specialist in end-to-end delivery of Request for Proposals (RFPs), Request for Information (RFIs) and Due Diligence Questionnaire (DDQs) on direct Requests for clients/prospects involving products across different asset classes like equities and fixed income

o Expertise in Qvidian management, Audit of content library, updating of contents, creating and maintaining the contents in Qvidian

o Owning the content in Qvidian tools which is mostly used by the subject matter experts and the relationship managers

o Prepare and present Governance Dashboard with snapshots of the updates like team and process utilization to Client and Senior Management

o Manage team of 8 - allocation of tasks, gathering process updates and play an important role in client communication

o Managing all the PMO related reports and trackers which are mostly used by senior management in Global presentations. Includes reports like – Performance productivity matrix, RAG reports, GCSS committee update report, Weekly status report, KPI tracker etc.

Career Summary

o Owning the responsibility of Global logs and Salesforce which is accessed by Global heads o Excellent with Excel and Word – Headed towards few automation plans to improvise the process Past Employer: Acuity Knowledge Partner (Previously known as Moody’s Analytics Knowledge Services) Tenure: Sep 2014 to June 2020

Location: Bangalore, India Designation: Delivery Manager Client: US based Asset Manager

Responsibilities:

Handled a Pilot project for the Client services team of a leading Global Investment consulting firm

Visited the US office of the client to understand the objectives/expectations and ensured smooth transition

Supporting the Global Relationship Group of the client in US, EMEA and A-PAC Region on diverse business functions including:

o Specialist in end-to-end delivery of Request for Proposals (RFPs), Request for Information (RFIs) and Due Diligence Questionnaire (DDQs) on direct Requests for institutional clients/prospects involving products across different asset classes like equities and fixed income o Have a rich experience in Consultant database, Client and consultant RFIs - Handling 20 databases with the uploads and answering Client/consultant RFI’s for 6 databases o Expertise in Qvidian management, Audit of content library, updating of contents, creating and maintaining the Merge codes in Qvidian

o Creating and maintaining turnover reports for different asset classes o Running of personnel turnover report for all the employees in the company o Calculating and running daily performance report and sending it across different region o Monitoring and allocating the work in the team and reviewing all the work. Responsible in delivering the work with high quality and on time

o Designed the Non-technical framework of the SharePoint site for Dynamic data updates and storage o Assisted the client to submit business proposals (RFPs) with the objective of expanding the business/client size

o Creating Marketing materials/Slides and serving data requirements o Manage a team of 7 by allocation of tasks, gathering process updates and a play an important role in client communication

o Prepare and present Governance meeting Dashboard with snapshots of the updates like team and process utilization to Client and Senior Management

o Conduct interviews to grab the best from the industry for the team and the vertical Automation:

Automated entire personnel turnover reports which saved 90% of the time of one FTE

Automated uploading process of consultant database numbers into website within seconds. This increased teams efficiency and took more work from the client

Automated daily performance report and sent emails automatically to the assigned distribution list

Automated auto downloading of Qvidian responses and sent emails to particular individuals for review

Created a tool named as DDQ Automator which answers the DDQ’s automatically within minutes Accomplishments:

One of the complex projects transitioned by the Firm and handled it efficiently, received accolades from the Senior Management and Client

Implemented various project/process enhancement measures resulting in higher quality of deliverables

Received excellent feedback and scores for the Project continuously for three years Career Summary

Project started in Sep 2014 with a team of 5 and within span of 6 months expanded to 17 owing to the client trust gained

Promoted to the level of Team Leader and bestowed to handle team and client independently Past Employer: State Street Global Advisors, (State Street Bank) Tenure: May 2012 to Sep 2014 Location: Bangalore, India Designation: Senior Associate Support: US, EMEA and A-PAC based Asset Manager

Responsibilities:

Preparing and responding to RFP’s, RFQ and RFI’s for SSGA branches worldwide

Handling all DDQ’s quarterly and monthly updates

Generating ETF reports for worldwide counterparts

Content Management and handling consultant databases

Managing a team size of 8 members

Assigning jobs to internal teams and following up to ensure timely delivery to client

Supporting Reconciliation team by providing data’s such as asset management

Specialist in BIG tool (pulls all quantitative data)

Preparing monthly decks for the team in Bangalore Past Employer: Axis Bank Pvt Ltd. Tenure: Mar 2009 to June 2010 Location: Sirsi, India Designation: Executive

Responsibilities:

Handled Front desk operations

In charge for clearing department and cash department

Responsible for maintain rapport with customer

Adhering and achieving individual and bank targets Skills (Tools and Applications):

Qvidian/Lexicon a Proposal writing Database

Citrix

Work Day

Share point sites

Product master, Product portal, Enterprise reporter, Orbit tool (Oracle), Envoy, Generics Educational Qualification:

MBA/PGPM from National School of Business, Bangalore in 2012 with specialization in Finance and BBM from St. Aloysius College, Mangalore in 2009 with specialization in Finance & Marketing and Schooling from Kendriya Vidyalaya, Mangalore

Additional Qualification:

C- Programming, MS-Office Suit, Advance excel, VBA, Basic in Computers Training and Certifications:

Worked as an intern in THOMAS COOK PVT PLD (FOREX) for a period of 45 days

Developed Leadership quality through extensive training in Scouts and Guides for 5 years Career Summary

Achievements:

Awarded Most valuable player for handling CDB team transition and automating 80% of the work

Awarded Employee of the year award for automating PSL process which reduced 2 day’s work to 15 mins

Awarded Star performer award for handling and delivering nil errors in consultant database for 4 quarters

Secured Winners place in corporate level Football Tournament under my Captainship

Awarded Employee of the year for outstanding performance and certificate for maximum RFP’s getting selected in SSGA

Achieved Silver Club membership in AXIS BANK for performance in Sales

Secured Winners place in District level Football Tournament under my Captainship

Achieved Rastrapathi Puraskar in Scouts and Guides from Ex-President Dr. A.P.J. ABDUL KALAM

Participated in State Level swimming competition

Secured 1st place in PRESENTAION in MBA

Key Skills:

Leadership skill, Effective Communication, Planning, Team Building Spirit

People management and Process management

Comprehensive problem-solving Abilities, Desire to learn

Ability to grasp new things quickly

Determination, Dedication, Hardworking and convincing skill Hobbies:

Playing Football, Cricket, Listening to Music, Swimming, Biking Personal Profile:

Name - Brijesh Lakshman

Sex - Male

Date of Birth - 19th JAN 1988

Address - D2 604, SNN Raj Greenbay Apartments,

1st main road, Next to Tech Mahindra

Electronic City Phase 2,

Electronic City, Bangalore 560076

Contact no - +91 - 991-***-****

Email id - *********@*****.***

Nationality - Indian

Languages - English, Hindi, Kannada, Tulu

Marital Status - Married

Passport details:

Passport number - H5425941

Passport Expiry - 26/05/2019

Visas - US B1/B2 Visa until 2027

PLACE: BANGALORE

DATE: (BRIJESH LAKSHMAN)

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