Vaishnavi Shetty

Financial Analysis & Portfolio Analytics
■ Analysed hedge fund portfolios ($20MM-$4BN) across leverage, trading activity, risk exposures, and composition
trends — supporting multi-billion-dollar financing decisions.
■ Produced monthly/quarterly performance reports, spread analysis, and business metrics for senior leadership across
a prime brokerage book serving 300+ institutional clients.
■ Analysed day-over-day trading variances (>$500MM) to identify discrepancies and flag operational inefficiencies.
■ Led automation initiatives reducing reporting turnaround from 180-300 mins through Excel & VBA system
enhancements.
Client Selection & Deal Structuring
■ Participated in Client Selection Committee (CSC) discussions evaluating client profitability, fee structuring, and capital
allocation for new hedge fund onboarding.
■ Managed end-to-end onboarding and fund launches — KYC, account restructuring, and operational setup for 30+
institutional clients.
■ Designed executive dashboards tracking KPIs, financing spreads, and performance indicators for senior management
decision-making.
Risk & Compliance Governance
■ Primary point of contact for institutional clients on financing fees, margin requirements, collateral structures, and
portfolio risk metrics.
■ Partnered with risk, compliance, and operations teams to ensure accurate margin calculations aligned with SEC /
internal risk frameworks.
■ Facilitated periodic stakeholder meetings to communicate reporting enhancements, operational updates, and market
insights.

■ Conducted statutory audits, financial statement analysis, and tax compliance reviews for corporate clients.
■ Identified cost optimisation opportunities and internal control improvements across client engagements.

■ Managed bookkeeping, reconciliations, and accounting operations; supported month-end/year-end financial close
processes.