Summary
Overview
Work History
Education
Skills
Timeline
Generic

Vignesh

Chennai

Summary

Senior financial professional with strong expertise in portfolio analysis and KYC regulation. Proven ability to drive financial performance and optimize investment strategies. Committed to fostering collaborative team environment and adapting to evolving market conditions. Skilled in portfolio management, and strategic planning, with focus on delivering measurable results.

Overview

2026
2026
years of professional experience

Work History

Senior Portfolio Analyst

Sundaram Business Services
2023 - Current
  • Supporting portfolio management and investment operations for Australian institutional clients through accurate data handling of multi-asset portfolios (equities, fixed income, alternatives, etc.).
  • Responsible for daily processing and validation of portfolio transactions including trade entries, corporate actions, pricing updates, income accruals, and distributions based on source files provided by clients.
  • Perform unrealized gain/loss reconciliations and prepare performance-ready data sets by rebuilding portfolios in line with client specifications and investment mandates.
  • Collaborate directly with onshore teams in Australia to address operational queries and improve efficiency and data accuracy in portfolio servicing.



Senior Processing Executive

Computer Age Management Services
03.2021 - 08.2022
  • Played a key role in the KYC Registration Agency (KRA) division, responsible for end-to-end processing of investor KYC documentation in compliance with SEBI and AML guidelines.
  • Handled large volumes of investor data including PAN verification, address proof validation, and document scrutiny across multiple intermediaries and asset management companies (AMCs).
  • Actively contributed to operational efficiency by suggesting process improvements and reducing redundancy in document handling workflows.

Education

Bachelor of Arts - Commerce

Sindhi College of Education Autonomous
Chennai, India
04-2021

Skills

  • Microsoft Excel
  • Investment strategy
  • Portfolio management
  • Asset allocation
  • Due diligence
  • KYC documentation & regulatory compliance

Timeline

Senior Processing Executive

Computer Age Management Services
03.2021 - 08.2022

Senior Portfolio Analyst

Sundaram Business Services
2023 - Current

Bachelor of Arts - Commerce

Sindhi College of Education Autonomous
Vignesh