Ishan M P

Managed and maintained portfolio accounting of Separately Managed Accounts of Wealth Managers and
Institutional Clients through advisory and sub advisory relationships by monitoring trades, posting trades
(Cash and Position) and reconciliation of account holdings with custodian records.
Executed asset movement and IBD-initiated fund withdrawal requests with precision and adherence to
operational controls. Performed short fund analysis and cash availability checks, coordinated trade actions
for upcoming withdrawals and managed broker dealer escalations for account reactivation to maintain
operational continuity.
Delivered comprehensive administrative support for managed investment portfolios, coordinating with
broker-dealers and RIA customers to maintain seamless operations.
Reconciled account-level reports across internal applications to ensure data accuracy, completeness, and
alignment with custodian records.
Automated a repetitive operational process using business application - UiPath StudioX, successfully
reducing execution time by 90% (from 1 hour to under 10 minutes) and saving the team 40+ hours
monthly.
Mitigated financial risk by monitoring account activity and orchestrating the escalation process for complex
issues to guarantee seamless service continuity.
Maintained strict confidentiality while handling sensitive client and organizational information.
Collaborated with cross-functional teams to resolve operational irregularities and maintain service
continuity during regular and high-pressure phases.
Managed high-volume workflows and monitored daily activity to identify exceptions, escalating issues
when necessary and ensuring timely resolution. Maintained and updated accurate KPI trackers and SOP
documentation to support consistent, high quality operational performance.
Developed and maintained comprehensive operational checklists to ensure task accuracy and provides
performance reports to senior management.
Recognized for proactive support, strong communication and reliability during critical operational periods.

Produced executive reports using sentiment modelling and Share of Voice metrics; ensured zero-defect
deliverables under strict deadlines.
Curated and drafted high-quality daily media newsletters, transforming raw news data from diverse print
sources into actionable insights for C-suite executives.
Produced daily operational summaries and executive reports, supporting data-driven decision-making and
trend analysis.
Ensured zero-defect deliverables by following strict SOPs and quality guidelines maintaining customer
communication standards.
Identified red flags in process and escalated critical issues to the leadership when resolution timelines were
at risk.
Maintained brand-aligned stakeholder communication and executed time-critical tasks with accuracy and
professionalism.
Improved internal knowledge sharing by developing comprehensive documentation outlining standard
operating procedures for various tasks. Reduced errors in data, instituting rigorous quality control checks.
Facilitated the seamless onboarding of new associates by leading comprehensive training sessions on
standard operating procedures and domain-specific workflows.
Coordinated with internal teams to resolve issues and maintain workflow efficiency during regular and
irregular operations.