Vandana Singh

Team Leader July 2022 - Till Date

• To identify and analyze the Performance of the Client Portfolio to attain the desired goal and fulfill all the Audit requirements, services and requests made by clients on day-to-day basis.
• Proper segregation of securities based on the Sector, Geographical location and Portfolio standards.
• Run, Review and Validate the Returns, in comparison to their benchmarks associated with Portfolios and also calculate & maintain benchmarks using different methods attached at Accounts, Groups and at Total Plan/Policy.
• Create/adjust the Performance accounts and the benchmarks in the Portfolios to align the Client's Investment Strategies and to perform ad hoc deep-dive analyses for specific business problems.
• Analyze client’s Investment Guidelines and Compliance requirements in order to translate these into a comprehensive Risk Monitoring solutions.
• Partnering with the Asset Owner Staff, to develop and maintain high quality reporting that is used for Board Reporting and Manager retention policies.
• Participate in Department projects for process efficiency and to Assist new clients on boarding and implementation activities.
• Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls.
• Designing the Training plan and executing the on-boarding setup for all the New partners.
• Conduct quality control reviews of Team member's audit and support Testing of new features/functionalities between Performance and Accounting platforms.

Functional Responsibilities

• Calculating and producing the monthly KPI figures with live demonstration of Products, Business cases and reports to the Stakeholders and Management group.
• Process Management which involves Daily planning & prioritizing of Deliverables, Review & Maintain DPAD/SLD, Error Analysis, develop & execute process controls and authorizing the work of all direct reports.
• People Management involving regular catchups with directs, recognize & develop talents with robust succession planning and Align partner aspirations with the department goals.
• Admin activities of Time Keeping, updating work schedules with assignments.