Skills
Fund Accounting & Administration
Tax Compliance & Tax Return Review (Direct & Indirect Tax)
Investor Relations & Client Servicing
Portfolio Management & Investment Research
Financial Reporting & Net Asset Value (NAV) Calculation
Audit Coordination & Financial Statement Preparation
Hedge Fund & Private Equity Operations
AML Compliance & Regulatory Checks (FATCA, CRS, W-8 Forms)
Financial Systems: Oracle Fusion R13, OneSource, Geneva, Appian, Workday
Advanced Microsoft Excel & Data Analysis (Tableau, SPSS, R Language)
Corporate Finance & Investment Banking Fundamentals
Process Improvement & Operational Efficiency
Strong Analytical & Problem-Solving Abilities
Excellent Communication & Team Collaboration
Multilingual: English, Hindi
About
Dedicated and detail-oriented finance professional with extensive experience in hedge fund processing, transfer agency, and tax compliance. Proven expertise in fund accounting, investor relations, and portfolio management, supported by strong analytical skills and proficiency in financial systems such as Oracle Fusion, OneSource, and Geneva. Adept at preparing tax estimates, reconciling tax balances, and managing complex financial data to support business operations and regulatory compliance. Skilled in coordinating audits, handling investor services, and liaising with clients and third parties to ensure seamless fund operations. Holds an MBA in International Business & Finance and certification in Financial Risk Management. Highly adaptable, organized, and committed to continuous learning and process improvement, with a strong ability to build client relationships and contribute effectively in team environments.
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