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, India04-2021
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
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