Summary
Overview
Work History
Education
Skills
Certification
Interests
Personal Information
Disclaimer
It Skills
Timeline
Generic

Ashutosh Shete

Lead - US Wealth & Retirement
Pune

Summary

Finance professional with demonstrated history of working in US Wealth & Retirement and Capital markets. I have strong domain knowledge and proven record of leadership with extensive experience in guiding associates and optimizing workflows. Proven ability to drive projects to successful completion, ensuring high standards and impactful results.

Overview

10
10
years of professional experience
2027
2027
years of post-secondary education
2
2
Certifications
3
3
Languages

Work History

Lead Associate

FIS Solutions India Pvt. Ltd
02.2018 - Current
  • Overall experience in FIS includes working upon processing and quality checking of 401k distribution work items.
  • Expertise in handling money out (distributions) events like termination distribution, in service withdrawals, hardship withdrawals, QDRO distribution, QBAD distribution, Required Minimum Distribution (RMDs) Beneficiary payouts in the events of death of plan participant, SSN update, etc.
  • I have also worked on new plan set up, plan maintenance, fund management, fund set up at plan level.
  • I have trained, mentored multiple people on handling 401K distribution as working as key resource to handle client escalations.
  • Vast experience of working on adjustment (corrections) gain and loss preparation, working on SLA metric.
  • Subject Matter Expert having expertise in the US retirement domain, have onboarded couple of clients from tasting phase to go live phase.
  • I Monitor Queue throughout the business day to ensure no task misses SLA. Allocate tasks to the appropriate plan owner and ensure that is done within SLA.
  • Publishing the reports (daily, weekly, monthly, etc.) as required by business on a timely manner.
  • Won FIS Laureate Award (Above & Beyond) for outstanding performance and smoothly transitioning/ onboarding new client.
  • Kudos award won multiple times for being a consistent performer.
  • I have Successfully transitioned and implemented Bermuda based client, have lead team of 7 people right from testing phase till final closing phase.

Financial Analyst

Eclerx Services Ltd.
12.2016 - 02.2018
  • Worked in a team that looks after OTC derivatives trade confirmation.
  • Experience in handling third party confirmation tools like DTCC and Markitwire.
  • Investigating the large and small MTM breaks and provide valuable feedback to team on margin call adjustment.
  • Chasing and Matching of Counterparty trade confirmation Docs to identify and resolve the trade breaks.
  • Experience of using third party reconciliation tool Tri-optima.
  • Identifying the Economic and Non-Economic trade discrepancies and raising it to the counterparties.
  • Well versed with events like Trade Novation, Trade Netting & Corporate Actions.
  • Won Critical Compensatory Award and Kudos awards for outstanding performance.

Executive – Operations

KP Corporate Solutions Ltd.
05.2015 - 09.2016
  • Worked in team that looks after ESOPs and SAR.
  • Experience is processing ESOP grant, exercise and helping our clients till the allotment of shares.

Education

MBA - Finance

Vishwakarma Institute of Management

B. Com - Commerce

Rajarshi Shahu Mahavidyalaya
05.2001 - 01.2013

Skills

  • MS Excel

  • SPSS

  • MS Power BI

  • Research & Valuation

Certification

NISM Certification in Securities Operations & Risk Management

Interests

Listening Music
Travelling
Reading Blogs

Personal Information

Date of Birth: 10/28/92

Disclaimer

I hereby confirm that the information given in this Profile is true and correct to the best of my knowledge.

It Skills

MS Excel, SPSS, MS – Power BI

Timeline

Lead Associate

FIS Solutions India Pvt. Ltd
02.2018 - Current

Financial Analyst

Eclerx Services Ltd.
12.2016 - 02.2018

Executive – Operations

KP Corporate Solutions Ltd.
05.2015 - 09.2016

B. Com - Commerce

Rajarshi Shahu Mahavidyalaya
05.2001 - 01.2013

MBA - Finance

Vishwakarma Institute of Management

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Ashutosh SheteLead - US Wealth & Retirement